- Regions Bank (Little Rock, AR)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more
- Edward Jones (Tempe, AZ)
- …and deliver an excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors + ... management and risk mitigation of special assets and real estate + Serving on Trust Company committees, participating in...+ Substantial progress toward professional certification, such as CTFA, CFP strongly preferred + Ability to work in team… 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
- Regions Bank (Houston, TX)
- …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
- 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
- Charles Schwab (Westlake, TX)
- …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
- American Red Cross (MA)
- …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. +...more of the following areas is highly preferred: CFRE, CFP , CAP, JD, LLM. **_SALARY INFORMATION:_** The salary range… 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
- Regions Bank (Jacksonville, FL)
- …an in-depth strategic analysis to assist them in fulfilling their retirement, estate , business succession, and other financial goals. The PWS leads the wealth ... clients and prospects. Wealth planning issues include, but are not limited to, estate and trust planning, taxation (including income, gift and estate ), business… more