- First National Bank of Omaha (Boulder, CO)
- …Deep expertise in Wealth Management with significant experience in Investment Management, Trust , Estate Planning , or Business Succession Planning ... services offerings that exceed the client's expectations. + Partner with Trust , Planning and Investment teams to deliver holistic solutions. + Apply functional… more
- Regions Bank (Orlando, FL)
- …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
- Manulife (MA)
- …+ Deep understanding of US tax code as it applies to life insurance, estate / trust planning , charitable giving, executive benefits, and business succession + ... and external wholesalers, supporting distribution partners, financial professionals, CPAs, and Estate Planning Attorneys and deliver technical expertise on… more
- Neuberger Berman (New York, NY)
- …in asset allocation, asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust...will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment… 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
- BlackRock (New York, NY)
- …following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy ... both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal and… more
- Robert Half Legal (Chicago, IL)
- …. rambert @ robert half com Requirements + 5-8+ years of experience supporting attorneys in estate planning and trust administration in a law firm setting + ... Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+ years of experience to join… more
- Robert Half Legal (Coral Gables, FL)
- …in probate and trust administration, along with some knowledge of estate planning . The ideal candidate will be detail-oriented, organized, and capable ... of experience as a probate paralegal. * Proficiency in probate law, trust administration, and estate planning . * Bilingual in Spanish, with strong written… more
- Regions Bank (Jacksonville, FL)
- …wealth products and services including; financial planning , asset management, personal trust and estate planning , insurance and risk management services, ... utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities** + Collaborates… more