- TEKsystems (Fort Worth, TX)
- Forth worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of Financial Services Experience Sales ... considerations. o Long-term care planning and strategies o Survivorship and Estate Planning . Identify and model potential product solutions to implement… more
- Citizens (Boston, MA)
- …client acquisition efforts. + Address complex wealth management issues, including estate planning, tax strategies, retirement planning, and risk management. + ... and Series 66 (or Series 63 and 65). + Certified Financial Planner ( CFP (R)) designation is required. + Demonstrated expertise in financial planning software and… more
- Regions Bank (Dallas, TX)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client relationships and expands services to existing clients… more
- Edward Jones (St. Louis, MO)
- …the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding… more
- American Heart Association (Dallas, TX)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department based in Dallas, ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- Deloitte (Davenport, IA)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Commerce Bank (St. Louis, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client… more
- Wells Fargo (Austin, TX)
- …and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real ... estate and loan asset management. * Oil, gas and...documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW… more
- Truist (Mclean, VA)
- …interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES ... individual income tax returns, fiduciary income tax returns, and estate tax returns. 4. Adhere to local, state, and...or license/certification (eg JD, LLM, MBA, CPA, CTFA or CFP ). **General Description of Available Benefits for Eligible Employees… more
- Deloitte (Tulsa, OK)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
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