- 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
- 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
- JPMorgan Chase (Houston, TX)
- …portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities **Required ... career to the next level. As a Private Banker Associate in the US Private Bank, you are responsible...and retention through a broad knowledge of investments, banking, trust services and financial planning . Your primary… more
- Equitable (Dallas, TX)
- Wealth Management Associate - Career Transition Opportunity - TEXAS; Austin, Dallas, Fort Worth, Houston, San Antonio (5068) ( 250000KD ) **Primary Location** : ... successful transitions from diverse professional backgrounds including: * Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation… more
- JPMorgan Chase (Dallas, TX)
- …and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on all aspects of ... + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- JPMorgan Chase (Houston, TX)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in...onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities… more
- Columbia Bank (Dallas, TX)
- …with bank partners for wealth management and implementation strategies to include investments, trust , financial planning , and other wealth services. + May be ... Structuring: Underwrite and manage a portfolio of cash-flow-based and real estate -secured loans, including practice acquisitions, partner buy-ins, ASC and MOB… more
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