- Fox Rothschild LLP (Blue Bell, PA)
- …work. + Manage attorney calendars and assist in meeting deadlines, including tax -related deadlines and client calls/meetings, coordinate attorney and/or ... **Description** As a member of the Client Services Team (CST), the Client ...into a calendaring database and ensure accurate calculations, including tax -related deadlines; maintain and manage these deadlines. **Collaboration and… more
- Fox Rothschild LLP (Philadelphia, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA ... their knowledge and skills. **Primary Responsibilities** + Calendar management, including tax -related deadlines and client calls/meetings. + Preparation of… more
- BlackRock (Philadelphia, PA)
- …+ Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + ... joint role with two sets of overlapping responsibilities. The After- Tax Wealth Strategist has the key directive...+ Stay current on proposed and actual changes in tax legislation and planning developments + Coordinate… more
- Grant Thornton (Philadelphia, PA)
- …ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in in public accounting or a combination ... As the Private Wealth Services Tax Managing Director, you'll...complex tax returns preparation, estate, and gift tax planning strategies for your high net… more
- KeyBank (Plymouth Meeting, PA)
- …of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client 's needs. + Facilitate the estate, tax ... Responsible for contributing to the development of the annual client wealth plan and actively participates in...) + Demonstrates awareness of state specific estate and tax planning issues + Maintains deep expertise… more
- Bank of America (Sewickley, PA)
- … Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation Analysis + Client Management + Data Visualization + Risk ... knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding… more
- Truist (Philadelphia, PA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Wells Fargo (Philadelphia, PA)
- …of financial and investment services. We offer a full range of personalized wealth management, investment, planning , and retirement products and services to help ... and that have broad impact + Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area +… more
- PNC (Wayne, PA)
- …and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be based ... you will be responsible for a team of 7-8 Wealth Strategists in the Central PA, Philadelphia, Delware, and...of Sr. management - Strong leadership skills - Strategic planning experience - People and process management experience **Job… more
- Truist (Philadelphia, PA)
- …under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within medical client firms. 2. ... strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience. 7. Document all client interactions via CRM system. 8.… more