- Regions Bank (Tampa, FL)
- …+ Prepares financial analyses for clients, including retirement analysis, estate -planning analysis, education-funding analysis, stock options analysis and risk ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris… more
- Regions Bank (Coral Gables, FL)
- …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 the largest and most complex new client relationships and expands services… more
- Deloitte (Cleveland, OH)
- …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
- JPMorgan Chase (New York, NY)
- …Preference for JD, CFP , or CPA with a strong background in estate planning and tax matters. JPMorganChase, one of the oldest financial institutions, offers ... both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our… more
- Deloitte (Costa Mesa, CA)
- …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
- Thrivent Financial (Appleton, WI)
- …accounting and administration systems and Microsoft Office Suite. Preferred: + Trust and/or estate law practice experience. + CTFA, CPA, CFP (R), or other ... business development. Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment principles, and risk… more
- Regions Bank (Hoover, AL)
- …with Trusts, Individual Retirement Accounts, Natural Resources and Real Estate , and Charitable Trusts. **Primary Responsibilities** + Provides guidance and ... to, termination, non-standard asset acceptance and retention, trust modifications, and real estate improvements + Supports fee set up and daily cash management +… more
- KeyBank (New York, NY)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current ... and responsibilities of the bank and to provide well-coordinated estate , tax, and financial planning alternatives to meet client's...Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal… more
- Regions Bank (Knoxville, TN)
- …Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust, and estate , ensuring account administration follows the fiduciary procedures. **Primary ... asset acceptance and retention, trust modifications, trust loan approvals and real estate improvements + Supports fee set up, and daily cash management +… more
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