- Regions Bank (Houston, TX)
- …direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate , ... finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including… more
- Deloitte (Fort Worth, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Quality Technology Services, LLC (Irving, TX)
- …a strong focus on pre-development and entitlements + Bachelor's degree in Real Estate , Urban Planning , Engineering, or related field (Master's preferred) + ... municipal and utility staff, and internal teams, including Corporate Real Estate , Development, Engineering, and Data Center Operations. The Project Manager must… more
- US Bank (Houston, TX)
- …their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and ... circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and retain relationships.… more
- USAA (Plano, TX)
- …planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care ... Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement… more
- Deloitte (Houston, TX)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Charles Schwab (Westlake, TX)
- …of comprehensive financial planning and wealth management disciplines, including estate planning , risk management and retirement income planning . ... Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to… more
- CanACRE (Spring, TX)
- …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
- Vanguard (Dallas, TX)
- …with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth knowledge of ... disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies and deliver… more
- Charles Schwab (Austin, TX)
- …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