- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to ... needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects ... goals and needs of clients + Provides guidance on estate planning options and techniques. + Responds to and...obtain within two (2) years. + Certified Financial Planner ( CFP ) designation or ability to obtain within one (1)… more
- Vanguard (Scottsdale, AZ)
- …through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a ... clients with planning and strategy in the areas of income tax, advanced estate planning, and financial planning. Core Responsibilities 1. Provide income tax, … more
- Zions Bancorporation (Salt Lake City, UT)
- …The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... **Financial Planning:** Develop comprehensive financial plans, including retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate… more
- Truist (Atlanta, GA)
- …wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust ... may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate ,...the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …* Extensive Leadership Experience: 12-15 years of progressive advancement, planned giving, estate planning, or related development experience, with at least 7 years ... environment. * Sophisticated Technical Expertise: Advanced knowledge of charitable estate planning, life income arrangements, complex assets, and tax implications,… more
- JPMorgan Chase (Palo Alto, CA)
- …Morgan Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical ... of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Insight Global (San Francisco, CA)
- …degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth ... techniques on all facets of investments, taxes and trust and estate planning. Responsibilities include onboarding new clients, servicing existing clients,… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Regions Bank (St. Petersburg, FL)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field + Five (5) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more