- Truist (Philadelphia, PA)
- …high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to...client objectives, including but not limited to providing financial planning guidance in the areas of estate planning… more
- Hills Bank (North Liberty, IA)
- …us surprise you with even more perks! SCOPE: Responsible for assisting Wealth Management Officers in the management of existing customer relationships, maintenance ... will primarily support IRAs, investment management accounts and financial planning relationships in a service center model. ACCOUNTABILITIES: Account Administration… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in ... at the manager's discretion. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- JPMorgan Chase (New York, NY)
- …knowledge to client specific planning exercises and account administration. + Work with Tax Officers and trust counsel to resolve tax issues. + Knowledge of ... and we have been specifically recognized for our succession planning , advice and trust services. The Global Trusts &...and Risk Management + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- Robert Half Legal (New York, NY)
- …A dynamic law firm with a global reputation for excellence in international tax , estate planning , wealth preservation, real estate, and commercial ... law is expanding its Commercial Litigation Practice. They are seeking a Senior Commercial Litigation Attorney (7-10 years' experience) to join their high-caliber team in New York. Key Responsibilities: Manage all phases of commercial litigation-from pleadings… more
- Robert Half Legal (San Francisco, CA)
- …role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will also ... estate planning instruments. * Familiarity with private wealth management and tax matters related to...wealth management teams. * Capable of addressing intricate tax issues within the context of estate planning… more
- US Bank (Rancho Palos Verdes, CA)
- …products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of ... - At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses.… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …+ Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning ; + Provide effective customer service ... provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and… more
- Regions Bank (Nashville, TN)
- …understanding of accounting principles, financial planning concepts, including trust/estate planning , tax planning , and investment concepts (cost basis) ... when overdrafts or large balances are discovered + May perform research for tax compliance and asset transfer issues + Adheres to all internal and external… more
- Truist (Atlanta, GA)
- …activities may change from time to time. + Leads or coordinates project planning activities for large, complex projects to devise a feasible plan that achieves ... and problem-solve. + Advanced working knowledge of business matters, finance, planning , and forecasting. **Preferred Qualifications:** + Advanced degree in a… more