- BlackRock (New York, NY)
- …+ Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + ... joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive...+ Stay current on proposed and actual changes in tax legislation and planning developments + Coordinate… more
- 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
- JPMorgan Chase (New York, NY)
- …JP Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution ... for digital planning and advice capabilities, including wealth planning , estate planning , executive...financial planning , retirement planning , charitable planning , tax planning , and estate… more
- KeyBank (New York, NY)
- …tools, retirement planning ) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment, ... responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet...tax , and other related wealth issues by… 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
- TD Bank (New York, NY)
- …investment strategists and portfolio managers to align execution with portfolio construction and planning + Collaborates with the tax and estate planning ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...for sophisticated clients + Tailers investment vehicles to fit tax , yield, or risk needs + Works with advisors,… 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
- 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
- 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
- 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