- Enterprise Bank & Trust (Cerritos, CA)
- …Duties and Responsibilities:** + Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible… more
- Robert Half Legal (Seattle, WA)
- …in our Seattle office. This role involves crafting tailored estate planning solutions , advising high-net-worth clients on wealth transfer strategies, and ... * Guide clients through charitable planning processes, including the creation and management of charitable trusts . * Develop and execute succession planning… more
- US Tech Solutions (Charlotte, NC)
- …and specialize subject matter expertise to individual tax clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory ... influential clients. + Serves as an expert resource for Wealth Management partners on client income tax...oversee the preparation and implementation of tax filings of trusts and estates. + Prepare and implement debits on… more
- Wells Fargo (San Francisco, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... provide personalized advice and wealth and asset management services, including: * Personal trust services...+ Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer… more
- Robert Half Legal (Orinda, CA)
- …law and possess the expertise to guide clients through the complexities of wills, trusts , and tax planning. This role offers an opportunity to work on a variety ... needs. * Draft and review legal documents such as irrevocable and revocable trusts , wills, and powers of attorney. * Advise clients on estate tax implications… more
- Citigroup (Palo Alto, CA)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
- Citigroup (Miami, FL)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
- TD Bank (Greenville, SC)
- …administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization + Maintains various ... This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and...necessary; acts as a specialist resource to support all wealth management areas + Keeps others on… more
- Wells Fargo (San Francisco, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Citigroup (Dallas, TX)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more