- Robert Half Legal (Minneapolis, MN)
- …Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth management issues. + Excellent ... complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop customized… more
- JPMorgan Chase (Los Angeles, CA)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As… more
- JPMorgan Chase (Chicago, IL)
- …limited to credit and lending, multi-asset class investments, wealth advisory and estate planning . **Job Responsibilities** + Help devise customized financial ... team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. In… more
- 32BJ Benefit Funds (New York, NY)
- …Duties and Responsibilities: + Provide legal representation in civil matters, including real estate , bankruptcy and estate planning before courts and related ... venues + Engage in client intake, counseling, research, writing, oral and written advocacy and negotiations as a part of legal representation + Draft pleadings, motions, memoranda of law, discovery requests and responses, and legal correspondence + Represent… more
- Robert Half Legal (San Mateo, CA)
- …focus on trusts and estates or probate litigation preferred. * Proficient in estate planning , probate litigation, and civil litigation practices. * Active member ... client matters with empathy and professionalism. * Solid understanding of estate law, probate administration, and tax considerations. * Commitment to delivering… more
- UPMC (Washington, PA)
- …success in major and/or planned gifts. + Strong knowledge of charitable estate planning tools and philanthropic financial instruments. + Excellent interpersonal, ... and seminars. + Maintain accurate and confidential donor records, including estate intentions and expected future gifts. Schedule: The selected candidate will… more
- Columbia Bank (Greenwood Village, CO)
- …years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal ... + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+… more
- Wright-Patt Credit Union Inc. (Huber Heights, OH)
- …insurance products. This includes retirement planning , investment planning , college planning , estate planning and insurance needs. The SFA has ... investment and insurance products. + Conducts educational seminars related to financial planning topics. + Coaching and developing the Financial Advisor assigned to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning + Prepare client meeting materials, agendas, and financial ... chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving...approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public… more
- US Marine Corps (Kaneohe, HI)
- …areas of financial planning , money management, investment planning , retirement planning and estate planning . Serves as the responsible point of ... through education. Provides assistance on preparation of extended absence financial planning , financial planning and counseling, personal financial management… more