- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning , tax strategy, pre-liquidity events, and charitable ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** + Advise… more
- Banc of California (New York, NY)
- …staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing ... and hiring decisions. + Prepare and deliver employee performance evaluations, goal planning , and counseling. + Manage, support, coach and train staff. + Treat… more
- Comerica (New York, NY)
- …manager for a book of business by providing by insight as to specific trust documents and overall estate planning . This position's direct involvement ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which… more
- Wells Fargo (New York, NY)
- …work experience, training, military experience, education **Desired Qualifications:** + In depth trust and estate planning experience focused on the ... a client-facing capacity + Extensive knowledge and understanding of financial and estate planning , fiduciary/ trust , wealth transfer, leverage, multiple asset… more
- Comerica (New York, NY)
- …as relationship manager for a book of business by providing insight to specific trust documents, overseeing overall estate planning , and working directly ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance...coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which… more
- Comerica (New York, NY)
- …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
- Tompkins Community Bank (Rochester, NY)
- …Comprehensive Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning , and financial ... market. + Ensure delivery of complete wealth management services (investments, trust , estate , and financial planning ). + Coordinate with other Tompkins… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment… more
- JPMorgan Chase (New York, NY)
- …gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning . No client has identical goals, so ... and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique… more
- Bank of America (New York, NY)
- …with Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning , philanthropic services, business sales ... Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning , Liability Management **Skills:** + Market Analysis + Portfolio… more
