- US Bank (Cincinnati, OH)
- …such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP ) - Thorough knowledge of estate settlement, income, estate and ... and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP ), we'd love to connect with you. Job highlights:...+ Responsible for new account onboarding of Trust and Estate accounts for Personal Trust. + Accountable for coordinating… more
- TEKsystems (Fort Worth, TX)
- …considerations. o Long-term care planning and strategies o Survivorship and Estate Planning . Identify and model potential product solutions to implement ... facing calls, need them to be resourceful and self-starters Skills CFP Certification, Sales experience, Client Facing Experience, Financial Services, MoneyGuide Pro,… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...financial planning subject courses: General Principals, Income Tax Planning, Estate and Gift Planning, Retirement Planning, Risk Management and… more
- Texas A&M University System (College Station, TX)
- …and organizational skills + Familiarity with financial certifications such as CFA, CFP , or real estate licensing requirements Knowledge, Skills, and Abilities: ... degree in Higher Education, Business, Human Resource Management, Finance, Real Estate , Economics or equivalent combination or education and experience + Six… more
- Deloitte (Boston, MA)
- …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
- Truist (Miami, FL)
- …Manage death settlement offering. Provide direct guidance and oversight of Estate Advisors and other teammates who administer estates and certain interim ... and other trust accounts that are includible in a decedent's gross estate . ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions… more
- Deloitte (Seattle, WA)
- …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 ) + Ability to travel up to 25%, on… more
- HUB International (Rockville, MD)
- …life insurance and financial services industry, providing innovative solutions for estate planning, business succession, and wealth preservation. We partner with ... initiatives. The ideal candidate will have strong expertise in ** estate planning, business succession planning, annuities, long-term care, life settlements,… more
- Commerce Bank (Wichita, KS)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… more
- Umpqua Bank (Henderson, NV)
- …client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more