- 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
- Charles Schwab (Sacramento, CA)
- …tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate / charitable planning strategies. + Support Business ... program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger… more
- Enterprise Mobility (St. Louis, MO)
- …A St. Louis-based, single-family office, the Taylor Family Office (TFO), seeks a Financial Planning Advisor to join our team. The Taylor Family Office supports ... Reporting_** + Conduct analysis of financial situations, including tax implications, investment strategies, estate planning & cash flow planning . + Prepare… more
- Commonwealth of Pennsylvania (PA)
- Real Estate Specialist Print (https://www.governmentjobs.com/careers/pabureau/jobs/newprint/4961449) Apply Real Estate Specialist Salary $50,836.00 - ... for an energetic person to develop and manage real estate activities for the Air National Guard, Pittsburgh Airbase,...guidance and support as you act as a technical advisor to the Assistant United States Property and Fiscal… more
- Bank of America (Palo Alto, 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 (Melville, NY)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,… more
- Truist (Asheville, NC)
- …including, but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, ... portfolios * Builds multi-generational relationships with client families, providing estate and financial planning advice, next-generation education, legacy… more
- US Bank (Dallas, TX)
- …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
- US Bank (Naples, FL)
- …advise clients holistically and comprehensively 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
- American Heart Association (San Francisco, CA)
- …funds, family offices, LLCs and other giving mechanisms. + Experience working with Charitable Estate Planning team. + Certified Fund-Raising Executive (CFRE) ... us. We have an excellent opportunity for a **Mission Advancement** **Executive Advisor ** in our Mission Advancement Department covering the San Francisco Bay, CA… more
- The Salvation Army (Hartford, CT)
- Overview Location: Divisional Headquarters, Advancement Department, Gift Planning Office (Hartford, CT) Status: Full-time Hours Per Week: 35 Schedule: Mon-Fri; 9:00 ... 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
- 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
- City National Bank (Los Angeles, CA)
- …Office: Los Angeles, CA. or NYC, NY. * WHAT IS THE OPPORTUNITY? Perform estate administration and manage and settle administrative trusts, which are includible in a ... decedent's estate for estate tax purposes. Operate as...in high volume environment. Regularly convenes and facilitates client, advisor and family meetings apprising of status. Identifies, collects… more
- Carrington (Concord, NH)
- …strong sense of urgency and results-orientation. + Execute strategic thinking and planning , requiring deep technical expertise and hands-on experience. + Strong oral ... Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and prioritize work schedules of others… more
- Deloitte (Fort Worth, TX)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Deloitte (Houston, TX)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree from ... international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as… more