- Columbia Bank (Newport Beach, CA)
- …complex client financial needs. This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management. ... and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced investment management skills. + CFP, CIMA,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise. + Responsible for ... resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ;… more
- Edward Jones (Tempe, AZ)
- …Set You Apart:** + Mastery of financial planning , investment strategies, tax planning , and estate planning . + Strong presentation and communication ... thinker and strong collaborator? Do you have a background in financial planning , with an emphasis on tax strategies? What about experience supporting Financial… more
- The County of Los Angeles (Los Angeles, CA)
- …as deeds, leases, licenses, and maps in order to appropriately process real estate transactions. + Negotiation- Creates rapport and trust with parties having ... processing. Special Requirement Information: *Supervisory experience includes responsibility for planning , assigning and reviewing the work of staff, evaluating… more
- Turner & Townsend (New York, NY)
- …in more than 60 countries. Working with our clients across real estate , infrastructure, energy and natural resources, we transform together delivering outcomes that ... We are majority-owned by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority… more
- Liberty Utilities (Joplin, MO)
- …natural talent and achievements will flourish in an inclusive environment of teamwork, trust and continuous learning. We are always pursuing excellence to exceed our ... to direct and monitor the timely acquisition of real estate , rights-of way, easements, leases, and permits for the...policies and laws. * Institute a level of action planning that ensures the efficient administration of land rights,… more
- Realtor (Austin, TX)
- Recognized as the No. 1 site trusted by real estate professionals, Realtor.com(R) has been at the forefront of online real estate for over 25 years, connecting ... not only makes a significant impact on the real estate industry at large, but for consumers, navigating the...with Consumer priorities and strategy. + Own cross functional planning for both the Consumer organization and beyond +… more
- Robert Half Finance & Accounting (Owings Mills, MD)
- …commitments and report quarterly performance; suggest improvements. + Manage charitable giving, estate planning gifts, and related tax reporting. + Coordinate ... a collaborative and results-driven environment. * Familiarity with real estate development, trust accounting, and estate settlement processes is highly… more
- ALDI (Dublin, OH)
- …the success of one of the fastest growing retailers in the nation? Our National Real Estate Services team. This is where your skills can drive our success as well as ... warehouse facilities. * Supports International Sustainability and International Real Estate company initiatives through technology, exploration and advancement on… more
- AECOM (Sacramento, CA)
- …databases, and document files + Assist with preparing and reviewing real estate documents and correspondence + Coordinate task tracking and communication between ... and/or education **PREFERRED REQUIREMENTS** + General knowledge of real estate and accounting practices and principles + Able to...to work well with others and able to develop trust rapport with consultants, colleagues, and other departments +… more