- Williams Parker (Sarasota, FL)
- …+ Strategic Thinking & Problem Solving: Applies analytical thinking to complex estate planning and tax matters. Proactively identifies and resolves issues, ... already licensed to practice law in Florida - or planning to relocate and willing to sit for the...including labor and employment, finance, tax, healthcare, litigation, real estate , and more. Williams Parker is also an exclusive… more
- CanACRE (West Palm Beach, FL)
- …duties as required. QUALIFICATIONS: + Post-secondary degree in geography, geomatics, real estate , planning , project management or business. + Minimum 5 years' ... + Coordinate/lead internal resources in Land Services, GIS, Land Administration, Planning & Permitting + Develop project messaging for stakeholders, including… more
- JPMorgan Chase (Miami, FL)
- …regulatory compliance, and lending procedures; executing strategic lending initiatives; wealth planning , including trust and estate planning ; monitoring ... and unsecured loans for life insurance, art, aircraft, yacht, commercial real estate , single stock loan, and restricted stock financing; negotiating loan structures… more
- Truist (Fort Lauderdale, FL)
- …appropriate. 2. Provide financial planning guidance in the areas of estate planning , estate administration, charitable, philanthropic, and risk ... solutions. 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions,… more
- Williams Parker (Sarasota, FL)
- …+ Strategic Thinking & Problem Solving: Applies analytical thinking to complex estate planning and tax matters. Proactively identifies and resolves issues, ... on issues unrelated to land use. You will typically work with our Real Estate attorneys on development projects. For more information on our Land Use practice, click… more
- JPMorgan Chase (Miami, FL)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As… more
- Cushman & Wakefield (Miami, FL)
- …or field of study (ie -- Architecture, Interior Design, Corporate Real Estate & Facilities Management Planning /Coordination, Facilities, Project or Construction ... will partner with Workplace Strategy team members to align strategy and tactical planning efforts. They will support a team of professionals to provide best in… more
- Regions Bank (Jacksonville, FL)
- …clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning , taxation (including income, gift and estate ), ... an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth… more
- Charles Schwab (Naples, FL)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client… more
- Fifth Third Bank, NA (Orlando, FL)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning , and Wealth Planning . + Acts as the Core Team ... goals. Create steams of highly credentialed specialists to provide wealth planning , investments, private banking, risk management, and trust services. Ensures… more