- FTI Consulting, Inc (Roseland, NJ)
- …firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms ... corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. FTI Real Estate Solutions has a singular focus on the real estate … more
- Goldman Sachs, Inc. (San Francisco, CA)
- … in several areas such as: consolidated investment review, income tax preparation and planning , estate planning and wealth transfer, employee benefits, risk ... with clients to develop and implement philanthropic strategies, including charitable giving and foundation planning to ensure...knowledge of financial planning concepts, including tax planning , estate planning , and investment… more
- MassMutual Metro NY (Englishtown, NJ)
- …: Providing advanced financial planning solutions, including retirement and estate planning , tax optimization strategies, business succession planning , ... expertise across all areas of wealth management. As a Wealth Management Advisor , your responsibilities will include: Protection Planning : Guiding clients through… more
- Baker Tilly (Philadelphia, PA)
- …that deliver proactive tax planning and strategic consulting including federal estate , gift, charitable planning and generation skipping tax Build ... This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax...and/or investment entities: Perform complex individual, partnership, S-corp, trust, estate , gift and state tax returns Work on multiple… more
- BDO USA (Chicago, IL)
- …structures. The Private Client Services Practice is experienced in all aspects of estate , income, gift, and trust tax consulting and compliance; charitable ... philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning . A Tax Manager, Private Client Services is responsible for… more
- Ronald Blue Trust (Bothell, WA)
- … gift planning , education funding, debt management, retirement, insurance, and estate planning . Adept at utilizing Planning software deployed within ... reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations. Provides cash flow… more
- American Heart Association (Dallas, TX)
- …with us. The American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** ** Advisor ** in our Mission Advancement ... with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning...covering (WY, CO, NM, OK, TX, and AR), requesting charitable estate planning information from… more
- JPMorgan Chase (New York, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... or trustee of a trust includable in the gross estate of the decedent for estate tax...and we have been specifically recognized for our succession planning , advice and trust services. **Job Responsibilities:** * Analyze… more
- JPMorgan Chase (Miami, FL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for… more
- Bank of America (Walnut Creek, CA)
- …across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning...address their high- and ultra-high net worth clients' trust, estate /wealth transfer, and financial planning needs. Key… more
- Bank of America (Pennington, NJ)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New Jersey **To...strategies. Job expectations include building expertise on financial and estate planning topics such as investments, retirement… more
- US Bank (Lexington, KY)
- …Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- Truist (Philadelphia, PA)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet… more
- JPMorgan Chase (Jersey City, NJ)
- …readily familiar with financial planning , retirement planning , charitable planning , tax planning , and estate planning strategies and ... plans and ongoing, personalized support, with or without an advisor . The team is tasked with creating a fully...education funding, debt management, insurance planning , tax planning , estate planning + Work… more
- The Salvation Army (Hartford, CT)
- Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Part-time, Non-exempt Hours Per Week: 24 Schedule: ... Position: Assist with securing funding through bequests, gift annuities, charitable trusts, and other planned giving vehicles. Serve as...vehicles. Serve as a critical member of the gift planning team and be responsible for coordinating all gift… more
- Charles Schwab (Indianapolis, IN)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… 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 ... worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of...goals. . Coordinate Case Prep for client meeting with Advisor . Maintain expert understanding of all financial software… more
- Robert Half Finance & Accounting (Houston, TX)
- …assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...trusts, wills, and life insurance. + Provide guidance on charitable giving strategies to support clients' philanthropic goals. +… more
- BMO Financial Group (Chicago, IL)
- …(UHNW) individuals, families, and family offices. This role blends technical expertise in charitable planning with a deep understanding of the emotional, social, ... 10+ years of experience advising HNW/UHNW clients on philanthropy, estate planning , or related disciplines. + Deep...planning , or related disciplines. + Deep knowledge of charitable planning strategies, tax law, and philanthropic… more
- Carrington (Columbia, SC)
- …policies and applicable laws, including hiring and training employees; planning , assigning and directing work; monitoring performance; rewarding and disciplining ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...company whose primary businesses include asset management, mortgages, real estate transactions and real estate logistics. Collectively,… more
