- City National Bank (Jersey City, NJ)
- *SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and its ... wealth management operations and subsidiaries. Substantial expertise in advising...internal and external counsel and cross-functional teams, including finance, tax , accounting, and compliance/risk to manage transactional matters and… more
- HUB International (New York, NY)
- …strategic planning , and client service. You will deliver tailored wealth strategies, manage relationships, and help creatives make informed financial decisions ... property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and… more
- Commerce Bank (Kansas City, MO)
- …has been a leading provider of wealth management services including financial planning , estate and tax planning , investment management, private banking ... and trust administration services. Our approach to wealth management means assembling a team of seasoned ...+ Intermediate understanding of the investment, trust and estate planning fields + Intermediate understanding of trust services including… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee...of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms… more
- Regions Bank (Clayton, MO)
- …accounting or related field + Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition...interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …required + Series 65 or equivalent license preferred + 5+ years of relevant wealth management or financial planning experience (8+ years preferred for Senior ... Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3...Manage and nurture client relationships by providing tailored financial planning and investment advice + Develop comprehensive strategies covering… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …Advisor to join a highly reputable and established team in providing investment and wealth planning for HNW and UHNW clients, offering an exceptional experience ... investment strategies, risk management, income and liquidity management, estate planning , insurance, wealth transfers, philanthropy, and lending solutions.… more
- PNC (Cherry Hill, NJ)
- …and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be based ... you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and...of Sr. management - Strong leadership skills - Strategic planning experience - People and process management experience **Job… more
- KeyBank (Cleveland, OH)
- …related field or equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for uhnw families * Excellent ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...* Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership… more