- Regions Bank (Houston, TX)
- …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
- Vanguard (Dallas, TX)
- …a book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + ... disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies and deliver… more
- JPMorgan Chase (Dallas, TX)
- … and estate structures, administration, and fiduciary responsibilities. + Knowledge of estate planning concepts and the role of real property in wealth ... in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by...related duties related to an assigned book of real estate properties. Your role will involve strategic planning… more
- Amazon (Austin, TX)
- …17, 2026 Amazon Web Services (AWS) is seeking an experienced Real Estate Principal to lead the strategy, identification, acquisition, and development of properties ... growth goals. The ideal candidate brings significant experience in real estate site selection, acquisition, and development, with experience specifically focused on… more
- Columbia Bank (TX)
- …communication skills. + Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and time ... data processing system, as well as general principles of trust accounting and estate tax law. +...a team environment to facilitate subject matter expertise on estate planning strategies. + Strong presentation or… more
- Nuveen Investments (Dallas, TX)
- Trust Tax Analyst The Trust Tax...the wealth management business in the areas of income, estate , gift, and fiduciary tax. + Communicate with senior ... projects to support TIAA and business initiatives, including strategic planning to evolve TIAA's tax offering. + Responsible for...this position will be responsible for the oversight of estate tax returns (706). 3-5 years experience in the… more
- US Bank (Houston, TX)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- Anywhere Real Estate (Mckinney, TX)
- …representative, you're the face of our office in the community, meeting with real estate agents and others to promote our title and closing services and earn their ... local developments. You sell our services by gaining their trust to build enduring relationships that go beyond business....finding new ways to meet and engage with agents; planning after-hours events and get-togethers that are both entertaining… more
- Bank of America (Houston, TX)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...products + Construct and maintain an environment of integrity, trust , high quality, and continuous improvement + Motivate the… more