- Connecticut College (New London, CT)
- …gift commitments from individuals as well as charitable issues associated with tax and estate planning . The Director of Planned Giving is also an advancement ... Director of Gift Planning Bookmark this Posting Print Preview | Apply...and professional ethics and practices. + Lead trust and estate management at the College for all bequest interactions.… more
- Scripps Health (San Diego, CA)
- …of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning to ensure compliance. * Budget Collaboration: Assist in the ... of current federal (IRS) and state (CA) rules and regulations governing charitable estate planning . * Excellent interpersonal skills, with the ability to… more
- Johns Hopkins University (Baltimore, MD)
- …Mechanics. **General Summary** The Director represents Johns Hopkins Facilities & Real Estate (JHFRE) in engineering planning efforts for design and renovation ... in a collaborative fashion between Design and Construction, Facilities Operations, Planning and Architecture, and with the Office of Climate and Sustainability… more
- Oracle (Nashville, TN)
- …goals, budgets, and timelines. The role oversees the complete lifecycle of real estate projects, from conceptual planning to completion, by planning , ... + Review civil, site utility, architectural, MEP, structural, interiors, and space planning drawings to ensure the designs meet project requirements and are scope… more
- Charles Schwab (Chicago, IL)
- …for helping individuals and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …Westwood or Downtown locations. A CFP designation is not required but still preferred for Estate Planning if you are a practicing Attorney or for Insurance if ... in Personal Financial Planning + Income Taxation in Personal Financial Planning + Estate Planning + Insurance in Personal Financial Planning +… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Engage with clients in financial planning , basic tax, trust and estate planning , retirement, educational, and philanthropic planning , risk management, ... and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely with market… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …projections and review/prepare select income tax returns (eg, Form 1040). + Support estate planning strategies and wealth transfer plans for clients. + Manage ... + Strong understanding of financial markets, asset allocation, tax, and estate planning basics. + Excellent proficiency in Microsoft Excel and experience with… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …securities markets and the principal factors that affect them. * Provides guidance on estate planning options and techniques. * Responds to and directs education ... of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services. **Licenses/Certifications** * SIE required… more
- Vanguard (Malvern, PA)
- …: Health Care Cost Planning , Social Security Planning , Tax Planning , Legacy & Estate Planning , Retirement Income, and Behavioral Coaching. Key ... The Financial Planning & Coaching Specialist role is an exciting...is an exciting opportunity to join the growing Financial Planning & Coaching (FP&C) Team in Vanguard's Financial Advisor… more