- 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
- Deloitte (Columbus, 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
- Edward Jones (Tempe, AZ)
- …personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the administration of trusts, ... estates and investment management accounts. As an Estate Settlement Trust Officer, your responsibilities will include: + Daily management of probate and estate … more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- Estate Planning Instructor Apply now to Estate Planning Instructor Job #JPF09139 + Unex-Business, Management And / Continuing Education / UCLA Position overview ... experiences, perspectives, and unique identity. Division: https://www.uclaextension.edu/finance-investments/personal-financial-planning/course/ estate -planning-mgmt-x-4393 Instructor Resources: https://instructor.uclaextension.edu Qualifications Basic… more
- Deloitte (Columbus, OH)
- …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 demonstrate basic understanding of Subchapter… more
- Citizens (NJ)
- …more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... estate tax planning, structuring, compliance and governmental representation capabilities;...advisors and departments Education/Certifications: + Bachelors Degree required + CFP Strongly Preferred - If the candidate does not… more
- Cleveland Clinic (Cleveland, OH)
- …Cleveland Clinic is seeking a board certified/board eligible Complex Family Planning ( CFP ) physician to join our growing service line. The position involves ... and Gynecology Institute within Northeast Ohio, (Cleveland Metropolitan area). The CFP primarily supports our primary maternity centers which includes 4 hospitals… more
- Commerce Bank (Leawood, KS)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the… more
- Commerce Bank (St. Louis, MO)
- …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
- Bank of America (Conshohocken, PA)
- …OCC. Involved with new business development activities with a focus on estate /financial planning and the Bank's fiduciary platform **Job Description:** The Senior ... be expected to deepen his or her relationships through estate and financial planning. STO leads, and is accountable... planning experience, preferred. + Fiduciary professional with CTFA, CFP , AEP, JD, or CPA (or 6 months away… more