- Robert Half Finance & Accounting (San Francisco, CA)
- …Strong interpersonal and communication skills; detail-oriented and proactive. + Knowledge of estate planning and tax strategies. + Proficiency in Microsoft ... ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced… more
- City National Bank (Pierre, SD)
- …services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the ... Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and the ability to… more
- Regions Bank (Orlando, FL)
- …services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer and mortgage ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- Regions Bank (Naples, FL)
- …services including financial planning , asset management, personal trust and estate planning , insurance and risk management services, consumer and mortgage ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more
- USAA (Phoenix, AZ)
- …needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For… more
- Comerica (Charlotte, NC)
- …custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals to ... client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package and the… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …concepts, practices and procedures used in the industry. + Principles of estate planning , trusts and securities industry operations. + Financial markets ... and products. + Effectively managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. +… more
- Hantz Group (Southfield, MI)
- …Tax Strategy and Planning + Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance Essential Job Functions: + Answer phones ... our clients so that they can focus on what's most important for their families. Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance +… more
- City National Bank (Los Angeles, CA)
- …and advice to clients including: banking, credit, asset management, trust and estate planning . Manages overall relationship profitability, risk and is ... * Manage relationships by leading the client team in planning , delivery, and regular review with clients. Deliver a...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
- Bard College (Annandale On Hudson, NY)
- …for Simon's Rock, the Simon's Rock endowment, corporate and foundation support, and estate planning from individual donors. The Annual Giving Manager plays an ... and other platforms. Additionally, the Manager will lend essential support to the planning and execution of alumni and parent focused events and will contribute… more