- Truist (Nashville, TN)
- … planning topics. + Independently identify opportunities to refer clients for Estate and Financial planning that works in conjunction with goal-based ... following job description:** Responsible for the integration and application of financial planning tools and concepts into the overall service model of a Financial… more
- University of Miami (Miami, FL)
- …types: clinical, research, education, and administration. + Collaborate with Facilities, Real Estate , and Capital Planning teams to integrate space planning ... please review this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . Director, Space Planning The University of Miami/UHealth department of Facilities has… more
- Insight Global (Phoenix, AZ)
- …individual will be supporting two attorneys. Key Responsibilities -Draft and review estate planning documents, including wills, trusts, powers of attorney, and ... documents with courts and government agencies. -Conduct legal research on estate planning , probate, and trust laws and regulations. -Gather and analyze financial… more
- JPMorgan Chase (Sarasota, FL)
- …those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction; ... including uses of trusts, corporate entities, and partnerships in personal and estate planning ; and corporate trust, estate , and personal tax concepts,… more
- Edward Jones (St. Louis, MO)
- …personalized solutions spanning financial planning , portfolio strategy, trust and estate planning , and other complex and comprehensive wealth management ... as a subject matter expert, with extensive knowledge in financial planning , trust and estate planning , investment management, and will apply knowledge of… more
- Robert Half Legal (Vallejo, CA)
- …team. This role centers around the dynamic fields of Business Litigation, Real Estate Litigation, and Probate/ Estate Planning Litigation. Responsibilities: + ... Handle diverse litigation matters related to business disputes, real estate conflicts, and probate/ estate planning ...to business disputes, real estate conflicts, and probate/ estate planning issues. + Conduct comprehensive legal… more
- WellSpan Health (York, PA)
- …estate gift inventory in all regions. + Plans and implements Planned Giving/ Estate Planning events in collaboration with each Regional Director and/or ... collaboration with key allied professionals (Membership and involvement with York County Estate Planning Council and York County Leave a Legacy) + Membership in… more
- Bank of America (San Francisco, CA)
- …for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private ... for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position, philanthropy, private … more
- Truist (Houston, TX)
- …to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, ... debt management, retirement planning , employee benefits, stock options, insurance, estate planning , and business planning . 2. Proven ability to get… more
- JPMorgan Chase (San Francisco, CA)
- …field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate ... + Ability to drive business results with broad background in trust and estate planning issues. + A strong self-motivated individual who can work closely with… more