- 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
- Wells Fargo (Dallas, TX)
- …High Net Worth (UHNW) space + Knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer and investment understanding + Local ... of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs.… more
- US Bank (Scottsdale, AZ)
- …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
- City National Bank (Irvine, CA)
- …Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...(testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family… 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
- Fairfield University (Fairfield, CT)
- …to travel is required. **Knowledge and skill sets needed:** Knowledge of current gift planning strategies, estate planning methods, related tax laws and ... of prospects. This position will serve as the gift planning expert and advisor to the Advancement...all planned giving related accounts and banking relationships (ie Charitable Gift Annuity account); + Serving as Liaison with… 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
- 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
- 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 (New York, NY)
- …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
- Robert Half Finance & Accounting (San Rafael, CA)
- …families. + Collaborate with advisors on planning related to trusts, charitable giving, equity compensation, real estate , and business succession. + Analyze ... growing wealth management firm seeking an experienced Senior Tax Planning Advisor to join our team. This...tax returns and align findings with broader investment and estate planning strategies. + Engage with prospective… 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