- Umpqua Bank (Seattle, WA)
- …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
- Charles Schwab (Westlake, TX)
- …with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning ... such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be responsible for...services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role… 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
- Fifth Third Bank, NA (Atlanta, GA)
- …analysis, and models, which may encompass business transitions, tax planning, estate and trust planning, retirement, investments, and risk management. Responsible ... current state analyses (Net Worth Statements, Current Cash Flow, Estate Plan Reviews, Tax, etc.) based upon the clients'/prospect's...Knowledge of Private Banking, Brokerage, Insurance and/or Trust + CFP , CPA, or JD + Graduate degree in business,… 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 (Charlotte, NC)
- …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
- Wells Fargo (Dallas, 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...Chartered Advisor in Philanthropy (CAP) designation + JD, LL.M, CFP or CTFA designations **Job Expectations:** + Individuals in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to book ... and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and...personal trust administration experience ~or~ * JD, MBA, CTFA, CFP or CPA and four (4) years personal trust… 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
- Truist (Houston, TX)
- …description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance ... clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive...JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study… more