- Robert Half Finance & Accounting (Mountain View, CA)
- …Review and complete financial planning deliverables (balance sheets, strategic plans, estate maps, cash flow analyses). + Provide objective, comprehensive advice on ... investment management, estate planning, tax strategies, and philanthropic initiatives. + Prepare...business, finance, or related field; advanced degree or designation ( CFP (R), CFA, CPA, JD, etc.) required. + 5-10+ years… more
- Adecco US, Inc. (Webster Groves, MO)
- …and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of ... meetings independently. + Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management. **Financial… more
- Regions Bank (Houston, TX)
- …Advisor is responsible for the acquisition of Personal Trust, Estate and Investment Management client relationships. Responsibilities include prospecting, developing ... **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience + Expert knowledge of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition ... Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for proactively building and maintaining… more
- New York University (New York, NY)
- …of industry in New York City and around the globe including: real estate ; marketing and PR; technology and project management; global affairs; hospitality, travel, ... also serves the undergraduate market with traditional, four-year degrees in real estate , hotel and tourism management, and sports management in addition to programs… more
- US Bank (Minneapolis, MN)
- …towards years of experience **Preferred Skills/Experience:** + Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts ... skills + Working towards a Professional Designation such as a CTFA or a CFP If there's anything we can do to accommodate a disability during any portion… more
- Edward Jones (St. Louis, MO)
- …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... within 6 months of hire + Insurance license required 6 months of hire + CFP (R) preferred or obtained in accordance with firm policy + 8+ years Private Banking… 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
- 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
- Robert Half Finance & Accounting (Philadelphia, PA)
- …and review/prepare select income tax returns (eg, Form 1040). + Support estate planning strategies and wealth transfer plans for clients. + Manage financial ... in financial planning or wealth management. + Progress toward or completion of CFP (R), CFA, CPA, or other certifications. + Pursuing or completed Series 65 license… more