- Charles Schwab (Westlake, TX)
- …inquiries for self-directed brokerage accounts. + Provide legal support for bank collective investment trust products. **ERISA and Tax Issues** + Advise on ERISA ... play a pivotal role in supporting the day-to-day legal needs of our institutional trust and custody businesses. This position is integral to providing trust and… more
- Bank OZK (Dallas, TX)
- …to work. Knowledge, Skills & Abilities + Knowledge of applicable probate and trust law and investment regulations. + Knowledge of federal income, estate, ... the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective… more
- Wells Fargo (Austin, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products.... + Execute on client requests, including money movement, investment implementation and ongoing account management. + Develop and… more
- US Bank (Dallas, TX)
- …Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance + Deliver ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- Comerica (Houston, TX)
- …coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... from an accredited university + 10 years of sales experience in personal trust , investment or financial products + 5 years of experience developing and executing… more
- Truist (Houston, TX)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... range of wealth products and services (financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and… more
- Regions Bank (Houston, TX)
- …years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** +… more
- JPMorgan Chase (Dallas, TX)
- …teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... practice that manages clients' mineral interests as fiduciary for Trust , Agency and Foundation accounts holding oil, gas and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Deloitte (Austin, TX)
- …solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will… more
- Charles Schwab (Austin, TX)
- …and serves our new and existing Mass Affluent clients to deepen engagement, build trust , and provide investment solutions and tools for today's markets. The team ... + **Be a Trusted Advisor:** Build strong relationships, engage and encourage trust , and deepen the client relationship by applying a focused client communication… more