- US Bank (Chicago, IL)
- …possesses deep and broad planning knowledge; understands the intricacies of Estate , Tax and Financial Planning; utilizes an entrepreneurial approach to managing ... that arise. **Basic Qualifications:** + Intricate knowledge of tax, estate and financial planning acquired through 10+ years of...but are not limited to: JD, CPA, CTFA, and/or CFP . If there's anything we can do to accommodate… more
- Guardian Life (Carson City, NV)
- …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
- Bank of America (Chicago, IL)
- …Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving + ... a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications and skills:** + 10+...and wealth transfer planning. + Fiduciary professional with CTFA, CFP , AEP, JD, or CPA, preferred + Ability to… more
- Commerce Bank (Kansas City, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… 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
- UMB Bank (Rust, MI)
- …+ Ensures compliance with the Bank's fiduciary duties in the administration of estate , trust, IRA and custody accounts according to the directives in the will, ... a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ( CFP ) designation. + Demonstrates high proficiency in Microsoft Office (Word, Excel,… more
- Kestra Financial (Avon, CT)
- …deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients ... business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner) required; CFA, CPA, or other relevant… more
- US Bank (Scottsdale, AZ)
- …financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ... alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and...business owner - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members… more
- Fifth Third Bank, NA (Chicago, IL)
- …SKILLS REQUIRED: + Bachelor's degree preferred; professional designations (eg CTFA, CFP , CPA) preferred + Demonstrated fiduciary client service experience or acumen ... knowledge and skills in the areas of Guardianship, Trust Administration, Estate Planning, and Estate Tax + Demonstrate a basic understanding of financial markets… more
- US Bank (Milwaukee, WI)
- …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 - ... Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and… more