- Regions Bank (Clayton, MO)
- …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
- Bank of America (Walnut Creek, CA)
- …to address their high- and ultra-high net worth clients' trust, estate /wealth transfer, and financial planning needs. Key responsibilities include building ... and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while...of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress)… 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
- Charles Schwab (Westlake, TX)
- …our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, ... + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA,… more
- UMB Bank (Madison, WI)
- …planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team ... applicable experience within Financial Services. + You must have CFP or in pursuit of. + You are a...similar software. **Bonus points if:** + You have a CFP or advanced designation. + You have working knowledge… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree or equivalent experience required.** **Advanced designation (such as CFP , CPA, CFA, or JD), or ability to obtain a CFP ... of hire date required. JD preferred.** **5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and… more
- Vanguard (Malvern, PA)
- …Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required. + Series 7, 63 or 66 (or… more
- Insight Global (San Francisco, CA)
- …. Skills and Requirements FLUENT IN MANDARIN AND/OR CANTONESE Four-year degree and CFP designation. 7+ years in financial and/or estate planning related work, ... businesses to meet long-term investment and financial goals, including retirement and estate planning with a strong emphasis on tax reduction. Develop comprehensive… more
- American Red Cross (Dallas, TX)
- …planned and current gifts. + Cooperates with various local financial planning and estate planning associations to plan meetings that maximize the Red Cross position ... + Supports the reporting by the Regions of all estate documents to the Office of General Counsel. +...or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years… more
- Bank of America (Norfolk, VA)
- …administration and estate planning experience + Fiduciary professional with CTFA, CFP , AEP, JD, or CPA (or 6 months away from obtaining certification), ... Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving +… more