- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- First National Bank of Omaha (Omaha, NE)
- …or field. Significant experience in one or more of the following: Investment Management, Trust , Estate Planning or Business Succession Planning . Previous ... transforming the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer… more
- Regions Bank (Little Rock, AR)
- …business, finance, economics, accounting or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real… more
- Regions Bank (Houston, TX)
- …business, finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client...interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real… more
- Insight Global (San Francisco, CA)
- …with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning . Responsibilities include onboarding new ... to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive… more
- Vanguard (Charlotte, NC)
- …goals related to investment advice, tax strategies, legacy & estate planning , philanthropic giving, and corporate trust services. They also manage trusts, ... , book of business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth +… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …clients. Requirements * CPA certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency ... for an experienced Tax Manager with expertise in the trust and estate domain to join our...design and administration services. Responsibilities: * Lead comprehensive tax planning and compliance efforts for trusts, estates, and fiduciary… more
- JPMorgan Chase (Sarasota, FL)
- … concepts, including uses of trusts, corporate entities, and partnerships in personal and estate planning ; and corporate trust , estate , and personal ... those UHNW prospects to clients; advising clients on targeted trusts and estate planning strategy, and developing solutions for strategic portfolio construction;… more
- Regions Bank (Houston, TX)
- …is incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities include… more
- Regions Bank (Nashville, TN)
- …is incentive eligible. **Requirements** + Bachelor's degree + One (1) year of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience ... of the system. **Job Description:** At Regions, the Associate Trust Advisor, through the mentorship of a senior advisor,...further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client… more