- JPMorgan Chase (Los Angeles, CA)
- …serve their needs + Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk ... matters and asset allocation, working knowledge of credit and applicable trust and estate planning issues + Strong self-motivator and who can work closely… more
- Robert Half Finance & Accounting (Carson City, NV)
- …15 years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate ) as well as very interesting project accounting for a ... such as partnerships, corporations, and individuals. * Proficiency in managing trust and estate tax matters. * Advanced skills in Microsoft Excel for financial… more
- First National Bank of Omaha (Omaha, NE)
- …Significant experience in one or more of the following: Investment Management, Trust , Estate Planning or Business Succession Planning. Previous successful ... the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer holistic needs.… more
- Robert Half Legal (Castle Rock, CO)
- …This position is ideal for a proactive individual with expertise in estate planning, probate, guardianships, trust administration, conservatorships, real ... immediate consideration to amy.thomas@roberthalf[dot][com]. Responsibilities: * Draft and manage estate plans independently, ensuring accuracy and compliance with legal… more
- JPMorgan Chase (Irvine, CA)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- Robert Half Legal (Northbrook, IL)
- …long-term growth potential in a collaborative environment. Responsibilities + Support estate and trust administration, including coordination of asset transfers ... Requirements Qualifications + At least 1 year of experience in estate planning, probate, or trust administration + JD from an accredited law school and active… more
- JPMorgan Chase (Miami, FL)
- …managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning ... and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is...Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation… more
- City National Bank (New York, NY)
- …services and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop ... in a timely manner to staff. Leadership * Create trust and demonstrates integrity. * Lead courageously. * Has...areas. * Partner closely and effectively with the Credit/Operations, Trust , Wealth Planning and Portfolio Management teams through all… more
- Regions Bank (Houston, TX)
- …of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, ... years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …met. * Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks ... Desktop and Online, and show proficiency in Microsoft products, especially Excel and Outlook. * Show interest in tax law and possess strong research skills. For immediate consideration, please email Mark, mark.loiacano@roberthalf Requirements * Minimum of 7… more