• Senior Wealth Advisor

    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
    Vanguard (09/18/25)
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  • Investment Oversight Manager

    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
    Neuberger Berman (08/26/25)
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  • Private Wealth Management Trust Advisor

    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
    Regions Bank (09/19/25)
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  • Tax Manager - Public

    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
    Robert Half Finance & Accounting (09/22/25)
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  • Director, After-Tax Wealth Strategist & Investment…

    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
    BlackRock (08/22/25)
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  • Trust & Estates Legal Assistant

    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 (09/03/25)
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  • Probate Paralegal

    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
    Robert Half Legal (08/29/25)
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  • Private Wealth Management Wealth Advisor

    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
    Regions Bank (08/11/25)
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  • Private Wealth Management Wealth Advisor

    Regions Bank (Indianapolis, IN)
    …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
    Regions Bank (07/16/25)
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  • US Private Bank - Wealth Strategist - Executive…

    JPMorgan Chase (Summit, NJ)
    …in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial ... Wealth Strategist you will be responsible for delivering the firm's wealth planning resources to clients and prospective clients, helping them identify, prioritize… more
    JPMorgan Chase (08/27/25)
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