- Robert Half Finance & Accounting (Mountain View, CA)
- …and strategic planning + Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies + Collaborate with internal ... items are completed + Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning + Oversee and mentor… more
- Regions Bank (Orlando, 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 + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more
- JPMorgan Chase (San Francisco, CA)
- …Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both ... 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 + 7 plus years of practice as a… more
- Charles Schwab (Phoenix, AZ)
- …of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly ... Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. + Partner with...+ Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active and valid FINRA… more
- Aegon Asset Management (Denver, CO)
- …Summary Support and promote the sale of Transamerica products through retirement, estate and wealth planning strategies. Act as a consultant and liaison to ... the Vice President of Advanced Markets. + Communicate retirement, estate , tax and other general financial planning concepts to...licenses + One or more of the following: JD, CFP , CLU, ChFC, CPA + Seven years of experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … planning within a wealth management setting + Certified Financial Planner ( CFP ) designation (required) + Expertise across estate , tax, retirement, insurance, ... client relationships and implementing holistic strategies + Advise on investments, estate , tax, insurance, and retirement planning + Prepare and present tailored… more
- Guardian Life (Tallahassee, FL)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Truist (Atlanta, GA)
- …change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary ... external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives. 4. Ensures...possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust… more
- US Bank (Seattle, WA)
- …Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** ... + Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications… more
- Edward Jones (St. Louis, MO)
- …the services of the Edward Jones Trust Company and occasionally assist with Estate Planning to Edward Jones Clients, Financial Advisors, Branch Teams, and Internal ... Need:** + Bachelor's degree required + CTFA, JD, or CFP required + At least 7-10 years trust and... required + At least 7-10 years trust and estate management, or related legal or financial services experience… more