- American Heart Association (Dallas, TX)
- …American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** **Advisor** in our Mission Advancement department! **This ... and at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current… more
- Pedernales Electric Cooperative (Johnson City, TX)
- …site acquisition, disposal and revenue enhancement opportunities. + Facilitates real estate planning by coordinating requirements with others throughout the ... Utility Real Estate Coordinator - JC Johnson City, TX, US,...analyzing and resolving conflict and problems. + Skilled in planning and organizing. + Skilled in data analysis and… more
- Insight Global (Fort Worth, TX)
- …considerations - Long-term care planning and strategies - Survivorship and Estate Planning We are a company committed to creating inclusive environments ... Job Description The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with… more
- Guardian Life (Austin, TX)
- …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
- Bank of America (Houston, TX)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and business planning . 2. Proven ability to get… more
- Robert Half Legal (Plano, TX)
- …legal guidance to clients navigating the Texas Probate System while also contributing to estate planning matters. Based in Plano, Texas, this position offers the ... cases from initial application to final distribution. * Draft essential estate planning documents such as wills, trusts, powers of attorney, and healthcare… more
- Wells Fargo (Austin, TX)
- …deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- PNC (Houston, TX)
- …their portfolio. + Creates floorplan test fits based on requests from real estate planning lead.Works with Property Managers and other partners to appropriately ... Real Estate , Relationship Building, Strategy Development, Trusts and Estate Planning **Competencies** Accuracy and Attention to Detail, Analytical… more
- Deloitte (Austin, TX)
- …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