- Truist (Raleigh, NC)
- …not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and ... of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a focus on business development and… more
- Deloitte (Cleveland, OH)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …markets and the principal factors that affect them. * Provides guidance on estate planning options and techniques. * Responds to and directs education funding ... (2) years of experience in the financial, retirement and estate planning field or in marketing these services. **Licenses/Certifications**...Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation… more
- Coldstream Wealth Management (Bellevue, WA)
- …entire financial situation, including sophisticated long-term financial planning, investments, estate , tax and cash flow planning, and philanthropic guidance. Your ... to create financial plans and coordinate their entire financial situation, including estate planning and tax planning + Investment management: in conjunction with… more
- US Bank (Naples, FL)
- …Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ... client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.… 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
- Edward Jones (Dallas, TX)
- …and other internal home office subject matter experts (ie- tax, estate , investment management, business owner, executive compensation, insurance) and external ... Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. + Proficiency using financial planning… more
- Fifth Third Bank, NA (Birmingham, MI)
- …to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One ... work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required… more
- JPMorgan Chase (Clayton, MO)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more