- Coldstream Wealth Management (Bellevue, WA)
- …to create financial plans and coordinate their entire financial situation, including estate planning and tax planning + Investment management: in conjunction ... families regarding their entire financial situation, including sophisticated long-term financial planning , investments, estate, tax and cash flow planning… 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
- Wells Fargo (Miami, FL)
- …managing existing High Net Worth Client relationships + Work as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that ... wealth within Wealth Management Banking and contribute to large scale planning related to functional area deliverables + Review and analyze custom credit and… more
- City National Bank (Los Angeles, CA)
- *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
- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of the trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our ... oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and… 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
- 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
- Regions Bank (Orlando, FL)
- …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
- JPMorgan Chase (New York, NY)
- …including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning . Our business model focuses on deep ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...$2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and… more
- US Bank (Des Moines, IA)
- …comprehensive planning services to clients: lifestyle planning , protection planning , philanthropic, tax planning , business transition planning , ... excel at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive...is focused on providing clients with comprehensive and goals-based planning . The Wealth Planner provides the following… more