- City National Bank (Wilmington, DE)
- …clients. * Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between ... income, and maintain tax calendars. Communicate with Tax Vendor and external accountants. * Gather data for...colleagues to develop investment strategies. * Oversee distribution of client 's assets upon termination of accounts. * Respond to… more
- Edward Jones (St. Louis, MO)
- …powers of attorney, and related legal instruments + Advanced knowledge of estate planning strategies, tax implications, and wealth transfer techniques + ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for… more
- Truist (Norfolk, VA)
- …Authority, Inc. (FINRA) 4. Strong writing and presentation skills 5. Significant experience planning client and prospect events 6. Ability to effectively present ... a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership...and contribute to the short- and long term strategic planning and overall training of the team. **ESSENTIAL DUTIES… more
- University of Pennsylvania (Philadelphia, PA)
- …logistics with caterers, furniture vendors, production services, and other partners to meet client needs. + Lead the planning and execution of select rental ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Robert Half Legal (Denver, CO)
- …in electronic filing systems and document management. * Strong knowledge of estate planning , elder law, and fiduciary tax processes. * Familiarity with preparing ... Description Legal Assistant Our client , a leading Rocky Mountain Law firm, is...associates in their dynamic and busy elder law and tax practice. The legal assistant should have 5 plus… more
- TIAA (Charlotte, NC)
- …related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning , and retirement income. + ... Preferred Experience: - 2+ years of financial services experience Related Skills Client Financial Planning , Client Relationship Management, Consultative… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to work by ... will act as the quarterback on relationships pertinent to client subject matter requirements. + Perform a variety of...well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to… more
- Vanguard (Dallas, TX)
- …loyalty. + Apply trust and estate planning knowledge to help preserve client 's wealth . + In-depth knowledge of financial planning , investment strategies, ... help them plan their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop… more
- Atria Wealth Solutions (Fort Worth, TX)
- …EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit ... themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …programs designed to achieve the objectives of a significant volume of client accounts. Delivers an exceptional client experience while achieving sales ... As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. ...in One Bank activities, including One Bank meetings, pre-call planning , and post call follow-up to win new business… more