- Wells Fargo (Melville, NY)
- About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- BDO USA (Charlotte, NC)
- Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience ... as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate ,… more
- Grant Thornton (Chicago, IL)
- Job Description As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on...consulting to our firm's high net worth clients for estate , wills and trusts taxation, and individual income taxes.… more
- Goldman Sachs, Inc. (Seattle, WA)
- …and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As ... people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM)… more
- Citizens Bank (Old Lyme, CT)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials… more
- Harrison Street (Chicago, IL)
- … Estate and Finance concentrations preferred; 1-4 years of experience in private equity, investment management, or commercial real estate ; Core knowledge of ... analysis and communicate them effectively; Thorough understanding of real estate valuation software (Excel, required, Argus, preferred) Highly motivated, organized,… more
- Selby Jennings (Los Angeles, CA)
- …experience in private equity, financial analysis, investment banking, or real estate investing. A degree in Finance, Business, Economics, or a related field is ... while effectively incorporating feedback and direction. Solid understanding of private equity, financial analysis, and real estate ...of private equity, financial analysis, and real estate investing, with the ability to speak to all… more
- KeyBank (Littleton, CO)
- …lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a ... home lending originations and must demonstrate expertise with the local real estate market attributes (property taxes, transfer taxes, millage rates, etc.). This… more
- Crescent City Recruitment Group (Boca Raton, FL)
- …is a plus Why This Is a Great Opportunity Join a trusted and long-standing private trust company Work directly on high-level estate planning and legal matters ... call, as it will be canceled. About Our Client Our client is a well-established private trust company based in Boca Raton, FL. They support the legal, financial, and… more
- Stratos Wealth Partners (Salt Lake City, UT)
- About Outcome Private Wealth At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients' highest possible ... what they have right now while feeling confident in their future. Why Join Outcome Private Wealth? We take a team approach to providing a combination of big picture… more
