- US Bank (New York, NY)
- …, insurance products, (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , business ... you excel at-all from Day One. **Job Description** The Wealth Planning and Insurance Strategist (WPIS) is...for the client's financial status using the most advanced tax , wealth transfer, business structure and protection… more
- Deloitte (New York, NY)
- …lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job ... As a Tax Senior in our Private Wealth Tax practice, you will perform high-level...client meetings on compliance and consulting projects related to tax planning opportunities and the tax… more
- City National Bank (New York, NY)
- …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
- Citigroup (New York, NY)
- …+ In-depth knowledge of wealth management services, with a focus on estate planning , tax strategies, and business succession for HNW and UHNW clients. + ... products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …financial solutions to high net-worth clients, focusing on investment management, estate planning , tax strategies, and holistic wealth preservation. VP, ... Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per year Base...a key role in the continued growth of the Wealth Management Solutions Department at BSNB! We are seeking… more
- Citigroup (New York, NY)
- …guidance on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning ... knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field....Family Group:** Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:** **Primary Location:** New… more
- HUB International (New York, NY)
- …strategic planning , and client service. You will deliver tailored wealth strategies, manage relationships, and help creatives make informed financial decisions ... property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital… more
- JPMorgan Chase (New York, NY)
- …including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning . Our business model focuses on deep ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...$2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee...of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms… more
- JPMorgan Chase (New York, NY)
- …that knowledge to post-mortem planning exercises and account administration. * Work with Tax Officers and trust counsel to resolve tax issues. * Knowledge of ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer… more