- Raymond James Financial, Inc. (St. Petersburg, FL)
- …track completed objectives. + Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate ... the financial advisor, the client and the client 's legal and tax professionals (eg attorney...banking, trust and finance and securities broker/dealer operations. + Wealth Planning offerings and partnerships, including longevity,… more
- Truist (Tampa, FL)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Regions Bank (Tampa, FL)
- …in client discussions regarding asset management and investments, financial planning , insurance, lending, tax and accounting and trust and estate ... wealth management functions. Functions may include private and institutional wealth client service and administration, asset management portfolio management,… more
- JPMorgan Chase (Miami, FL)
- …respected by external professional advisor community * Develop, retain and deepen client relationships * Partner with Wealth Advisors, Bankers, Investors, and ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer...trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax… more
- Regions Bank (Orlando, FL)
- …+ Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- JPMorgan Chase (Palm Beach, FL)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect to the vetting ... trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be...skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration… more
- Truist (Miami, FL)
- …identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth ... This Senior Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team… more
- Bank of America (Destin, FL)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pensacola/Merrill-Market- Client -Relationship-Manager\_25030149) **Job Description:** Merrill ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- Edward Jones (West Palm Beach, FL)
- …with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd parties, ... planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of… more