- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- 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
- Regions Bank (Houston, TX)
- …is incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities include… more
- Regions Bank (Houston, TX)
- …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
- Charles Schwab (Westlake, TX)
- …specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team ... Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & … 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
- Amazon (Austin, TX)
- …12, 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
- Oracle (Austin, TX)
- …Cloud ERP because we connect thousands of companies with enterprise products they can trust . This is your opportunity to use your experience with ERP/ERM/CX Sales & ... + Manage sales through forecasting, account resource allocation, account strategy, and planning + Provide insight on finance solutions linked to Oracle's product… more
- JPMorgan Chase (Plano, TX)
- …by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, ... and skills** + Proficient in mentoring team members and utilizing strategic planning to drive business growth and achieve organizational goals. + Proficient in… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank...held asset management. * Real estate and loan asset management. * Oil, gas and… more