- BMO Financial Group (Winnetka, IL)
- …Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, ... the desired client experience. + Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client … more
- Citigroup (New York, NY)
- …guidance on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning ... knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field....Private Client Product Services **Job Family:** Trust Wealth Planning **Time Type:** Full time **Primary… more
- Zions Bancorporation (Las Vegas, NV)
- …creation, risk management, and providing wealth recommendations that align with client goals. + Compliance: Ensure all financial planning activities comply ... ideal candidate will have a strong background in financial planning , estate planning , wealth transfer...as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications… more
- Regions Bank (Atlanta, GA)
- …+ Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… 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...services agreements, and custody agreements. * Review marketing and client facing material, disclosures such as Forms ADV and… more
- KeyBank (Cleveland, OH)
- …the team as the Trusted Advisors. * Develops a deep knowledge of our Family Wealth client 's entire financial and family situation. Sales * Serves as the primary ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...equivalent experience * Depth and breadth of knowledge of tax , investments, and estate planning strategies for… more
- Truist (Mclean, VA)
- …Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning -related client service experience, or equivalent outside ... fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers… more
- Truist (Atlanta, GA)
- …Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning -related client service experience, or equivalent outside ... description:** * Please note this is an on-site position* Provides in-office client and advisor support interfacing with our affluent investment clients and centers… more
- The Croghan Colonial Bank (Fremont, OH)
- …on actions needed to implement the wealth plan. + Assist with the internal wealth planning and investment teams to develop and deliver customized wealth ... Wealth Management Advisor - Fremont, OH (full-time, on-site,...Job - Responsible for the complete administration and financial planning of relationships that include personal trust accounts, agencies,… more
- Truist (Houston, TX)
- …identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals ... under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop… more