- US Bank (Naples, FL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments,… more
- Charles Schwab (Austin, TX)
- …and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to ... contract investment products, services, and platforms. + Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. + Execute client and regulatory… more
- Edward Jones (Dallas, TX)
- …to engaging in client goal discovery, formulating financial planning recommendations, act as fiduciary to the client's financial plan. + Develop and execute HNW team ... objectives, accountability measures and drive team performance (feedback, training & coaching) in support of department and firm objectives. Held accountable for business performance and client and branch experience measures. + Lead the strategy and guidance… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …records of endowment gifts, pledges, and fund restrictions to support fiduciary accountability. + Collaborate cross-functionally with the Philanthropy team to design ... and deliver timely, insightful stewardship reports for donors, including bespoke or ad-hoc performance and impact reporting for the PMC and other key donors and stakeholders. Support donor stewardship and development initiatives with high-quality financial… more
- EMCOR Group (Cambridge, MA)
- …to safety practices, investigating concerns, and making recommendations + Ensure fiduciary compliance across all accounts with adherence to proper purchasing, ... billing, and travel procedures. These will include processes used to purchase material and services for both company and customer. Critical to this is ensuring the organization understands the proper use of these processes so that customers are not over/under… more
- NRG Energy, Inc. (Princeton, NJ)
- …personal accountability and leadership regarding safety, environmental, ethical, and fiduciary responsibilities + All other duties as assigned. **Working ... Conditions:** + Hybrid work environment with office opportunities in either, Houston, Pittsburgh or Princeton along with NRG Plant locations in the Midwest, East and Texas. + Requires travel to and from NRG plants or vendor facilities across the country +… more
- Huntington National Bank (Columbus, OH)
- …projects and regulatory requirements. * High ethical standards and commitment to fiduciary type responsibility. Exempt Status: (Yes = not eligible for overtime pay) ... (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from… more
- US Bank (Palm Beach, FL)
- …income, estate and multi-generational taxation and trusts - Advanced knowledge of fiduciary services - Well-developed analytical and problem solving skills - Ability ... to make critical decisions independently - Excellent writing, speaking, and presentation skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a variety ... of clients across industries Serve as the primary point of contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by staff and seniors, ensuring accuracy… more
- Flowserve Corporation (Houston, TX)
- …required, ensures that local statutory returns, secretarial matters and other fiduciary matters are efficiently dealt with Business Support/Service Function: + ... Maintain an excellent customer service attitude and performance with both internal and external customers + Maintain a positive professional attitude and demeanor. + Work towards enhancing team unity in department. + Maintain good punctuality and attendance… more
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