- 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
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …Business, or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees ... This position blends financial planning support with client service excellence. You'll assist...Microsoft Office Suite + Proficiency in CRM and financial planning software + Exceptional communication skills + High attention… more
- Williams Parker (Sarasota, FL)
- …estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning , estate and gift tax strategies, ongoing trust ... 5+ years of experience practicing law, with a strong focus on estate and trust planning . Ideal candidates will have technical expertise in drafting… more
- JPMorgan Chase (Sarasota, FL)
- … concepts, including uses of trusts, corporate entities, and partnerships in personal and estate planning ; and corporate trust , estate , and personal ... those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction;… more
- JPMorgan Chase (Miami, FL)
- …and lending procedures; executing strategic lending initiatives; wealth planning , including trust and estate planning ; monitoring equity and fixed income ... and unsecured loans for life insurance, art, aircraft, yacht, commercial real estate , single stock loan, and restricted stock financing; negotiating loan structures… more
- Regions Bank (Orlando, 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
- Regions Bank (Naples, 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
- Truist (Orlando, FL)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning , fiduciary and tax laws. 3. Strong analytical skills including, issue ... time. 1. Understands and is conversant with financial and estate planning strategies and is able to...planning , and banking goals and objectives. 4. Ensures trust administrative duties are completed in an effective and… more
- Regions Bank (Jacksonville, FL)
- …clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning , taxation (including income, gift and estate ... an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth… more
- Truist (Tampa, FL)
- …1. 3+ years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or ... following job description:** Responsible for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in… more