- Navy Federal Credit Union (Pensacola, FL)
- …+ Maintain & apply the laws and regulations of certificate, IRA, ESA, POD , Trust , Estate planning and settlement, and probate knowledge of processes, ... Arrangement (IRA), Education Savings (ESA), Payable on Death (POD) and Trust exceptions, errors, returned and fraudulent checks, money movement, and regulatory… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning . **Skill in:** ... skills obtained through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the duties of Raymond… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- … planning meetings with attorneys + Review and manage client estate planning documents + Research tax, trust , and estate regulations as needed + ... occasionally created by time constraints + Preferred: + Familiarity with tax, trust , and estate planning + 7 & 66 licenses **Education** + Bachelor's… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …personal meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** : * Function in a professional office… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning , trust services, estate taxes and ... including computer based trust accounting systems and other common estate planning software programs. **Ability to** : * Function in a professional office… more
- Comerica (Palm Beach Gardens, FL)
- …for Ultra High Net Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning , and working directly ... Job Description Trust Advisor IV - Ultra High Net WorthOur...coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which… more
- Fifth Third Bank, NA (Orlando, FL)
- …analysis, and models, which may encompass business transitions, tax planning , estate and trust planning , retirement, investments, and risk management. ... analysis through the development, delivery and implementation of advanced planning techniques: ( estate , tax, insurance, option, investment, retirement).… more
- Regions Bank (Orlando, FL)
- …business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real… more
- Regions Bank (Sarasota, FL)
- …wealth products and services including; financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- Williams Parker (Sarasota, FL)
- …to exceptional client service and developing long-term client relationships. + Experience in estate and trust planning , including excellent tax research, ... to carefully address and answer all questions pertaining to estate planning , tax planning , business...and complex estate planning , tax planning , and probate and trust administration matters… more