- Comerica (Houston, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Vice President, Relationship… more
- Robert Half Legal (San Francisco, CA)
- …Responsibilities: * Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients. * ... Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions. * Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements. * Conduct legal research… more
- Bank of America (New York, NY)
- …Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning, philanthropic services, business sales and ... beyond. **Responsibilities:** + Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. + Strategize with those Advisors on how… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ ... **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc.… more
- Comerica (Houston, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Vice President, Relationship… more
- Robert Half Finance & Accounting (Providence, RI)
- …be skilled in technology and organization, contributing to the seamless operation of trust and estate processes. Responsibilities: * Organize and maintain legal ... documents related to trusts and estates. * Coordinate schedules and plan meetings for attorneys and relevant stakeholders. * Communicate effectively with beneficiaries, providing updates and addressing inquiries. * Monitor accounts payable and receivable… more
- JPMorgan Chase (Summit, NJ)
- …retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial planning ... knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements + Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) + Willingness to travel regularly… more
- Vanguard (Charlotte, NC)
- …book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth ... knowledge of financial planning, investment strategies, and industry regulations. + Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: + Vanguard is not offering visa sponsorship for this… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client experience. Key Responsibilities + Act as a trusted advisor across tax, estate , trust , insurance, and investment matters to deliver integrated solutions. ... through a holistic service model spanning investment advisory, tax and estate planning, risk management, family governance, and household financial operations. The… more
- First Horizon Bank (Houston, TX)
- …Bank, you will play a vital role in supporting the Commercial Real Estate Syndications Officer in the structuring, marketing, and execution of syndicated commercial ... real estate loan transactions. The ideal candidate will have at...offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more