- Bank of America (New York, NY)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. **Desired Qualifications:** ... + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from… more
- Bank of America (New York, NY)
- …Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. **Desired Qualifications:** ... + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from… more
- Bank of America (Melville, NY)
- …advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning ... planning . + Stays up to date with major developments in trust , estate /wealth transfer and financial planning , while following current and proposed tax… more
- Neuberger Berman (New York, NY)
- …in asset allocation, asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust...will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment… more
- Raymond James Financial, Inc. (NY)
- …applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Proven ability to sell ... Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial...client's professional legal and tax advisors. + Supplies technical estate tax and estate planning … 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
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning , investment finance and banking. ... By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their… more
- Deloitte (Jericho, NY)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized… more
- Wells Fargo (New York, NY)
- …Excel, Outlook and PowerPoint) + Knowledge and financial modeling + Knowledge of estate planning + Ability to prioritize work, meet deadlines, achieve goals, ... provides a full range of personalized wealth management, investment, planning , and retirement products and services to meet clients'...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services… more
- Grant Thornton (Melville, NY)
- …engagements, leading meetings and calls with clients and target management. + Planning , executing, directing, and completing real estate valuations for financial ... As a Valuation & Modeling - Real Estate - Managing Director, you'll assist clients by...we believe in making business more personal and building trust into every result - for our clients and… more