- KeyBank (Portland, ME)
- …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
- Auburn University (Auburn, AL)
- …,CPA , CFP , JD,CLU + Financial planning, law, accounting, estate planning, securities, investment Posting Detail Information **Salary Range** $91,550 - $228,040 ... team!** In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and greater.… 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 ... advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate … more
- Wells Fargo (Austin, TX)
- …and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real ... estate and loan asset management. * Oil, gas and...training, military experience, education **Desired Qualifications:** + JD, LLM, CFP or CTFA preferred + 2+ years of direct… more
- Truist (Philadelphia, PA)
- …financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets ... to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to… more
- 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
- JPMorgan Chase (Boston, MA)
- …Wealth Management, you will need a deep understanding of tax and trusts & 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...capabilities, and skills:** + 4-year college degree and either CFP , CPA, JD or LLM + Self-starter with natural… more
- Fifth Third Bank, NA (Columbus, OH)
- …through the development, delivery and implementation of advanced planning techniques: ( estate , tax, insurance, option, investment, retirement). + Reviews all client ... related to the use of various complex tax and estate planning strategies under consideration by clients and develops...SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP , JD, or CPA, or LLM required. + 10+… 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
- Fifth Third Bank, NA (Tampa, FL)
- …create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice advice. + Oversee ... + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of...related field. Advanced degree or professional certification (eg, CTFA, CFP ) preferred. + Minimum of 8 -10 years of… more