• Private Wealth Management Wealth Advisor - CFA,…

    Regions Bank (Dallas, TX)
    …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client relationships and expands services to existing clients… more
    Regions Bank (07/24/25)
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  • Tax Manager - Real Estate

    Deloitte (Cleveland, OH)
    …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
    Deloitte (08/21/25)
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  • Estate Settlement Advisor - Commerce Trust

    Commerce Bank (St. Louis, MO)
    …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client… more
    Commerce Bank (06/25/25)
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  • Private Bank Digital Wealth and Estate…

    JPMorgan Chase (New York, NY)
    …Preference for JD, CFP , or CPA with a strong background in estate planning and tax matters. JPMorganChase, one of the oldest financial institutions, offers ... both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our… more
    JPMorgan Chase (08/14/25)
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  • Tax Senior - Real Estate

    Deloitte (Costa Mesa, CA)
    …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
    Deloitte (08/23/25)
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  • Senior Personal Trust Officer

    Thrivent Financial (Appleton, WI)
    …accounting and administration systems and Microsoft Office Suite. Preferred: + Trust and/or estate law practice experience. + CTFA, CPA, CFP (R), or other ... business development. Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment principles, and risk… more
    Thrivent Financial (08/11/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current ... and responsibilities of the bank and to provide well-coordinated estate , tax, and financial planning alternatives to meet client's...Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal… more
    KeyBank (08/21/25)
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  • Private Wealth Management Trust Support…

    Regions Bank (Knoxville, TN)
    …Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust, and estate , ensuring account administration follows the fiduciary procedures. **Primary ... asset acceptance and retention, trust modifications, trust loan approvals and real estate improvements + Supports fee set up, and daily cash management +… more
    Regions Bank (07/23/25)
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  • Private Client Advisor

    Umpqua Bank (Sacramento, CA)
    …client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more
    Umpqua Bank (08/09/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Boston, MA)
    …credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, real estate , ... structure client strategies using leverage to complement business, investment, tax, estate , and legacy plans. Utilize expertise to develop customized solutions to… more
    M&T Bank (08/16/25)
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