- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and other relevant ... applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Function in a professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …planning , equity compensation planning , qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects ... evaluate retirement goals and needs of clients + Provides guidance on estate planning options and techniques. + Responds to and directs education funding… more
- Guardian Life (Tallahassee, FL)
- …of various sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable ... + CFP/CLU/ChFC preferred + Expert knowledge of tax planning , exit planning , business succession, executive benefits, asset protection, estate , retirement … more
- Raymond James Financial, Inc. (Naples, FL)
- …comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow ... plans as client needs and circumstances evolve. + Stay current on planning concepts, regulations, and best practices. **Skills** + Strong analytical, organizational,… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …+ Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ **_independent contractors ... This position blends financial planning support with client service excellence. You'll assist...Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional communication skills + High attention… more
- Williams Parker (Sarasota, FL)
- …are passionate about working with high-net-worth clients and their families on sophisticated estate planning matters. The scope of work includes wills, revocable ... framework to carefully address and answer all questions pertaining to estate planning , transfer tax planning , business succession, charitable giving, and… more
- University of Miami (Miami, FL)
- …types: clinical, research, education, and administration. + Collaborate with Facilities, Real Estate , and Capital Planning teams to integrate space planning ... please review this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . Director, Space Planning The University of Miami/UHealth department of Facilities has… more
- JPMorgan Chase (Sarasota, FL)
- …those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction; ... including uses of trusts, corporate entities, and partnerships in personal and estate planning ; and corporate trust, estate , and personal tax concepts,… more
- Fifth Third Bank, NA (Boca Raton, FL)
- …+ Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling ... JD, or CPA, or LLM required. + 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company… more
- Deloitte (Miami, FL)
- …corporate real estate industry trends * Experience with real estate portfolio optimization strategies, including master planning , campus/HQ strategy, ... and planning and analytics * Experience with corporate real estate , facilities management, workplace strategy, or workplace business processes and workflows… more