- Morgan Stanley (New York, NY)
- …includes governments, institutions, corporations, and individuals worldwide. Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate ... value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the US,...7 and 63 equivalent licenses are required. CFA or CFP are a plus, although not required. WHAT YOU… more
- First Citizens Bank (Raleigh, NC)
- …Planner ( CFP ). High level of financial or fiduciary and estate planning knowledge., Demonstrated leadership and mentoring skills., High level of discovery ... of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and… more
- Franklin Templeton (Broomall, PA)
- …and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize ... high-net-worth clients (HNW), an understanding of tax, trust, and estate planning knowledge is important. The PM works with...degree required. Advanced degree and certifications preferred (ie CFA, CFP and/or MBA) Minimum of 10 years' investment or… more
- Jamie Grayem (Albany, NY)
- …- $200,000 / yr + Bonus + Full Benefits + Great Growth Opportunities CFP Required Job Summary The Wealth Planner is responsible for delivering financial planning ... Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (ie,… more
- Focus Partners Wealth (Menlo Park, CA)
- …research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics Perform general research in areas of investments, ... income tax planning, estate planning, impact of recent regulations, and financial markets....experience in either financial planning or advisory related services CFP (R), CPA or CFA(R) designation preferred, or working toward… more
- Insight Global (San Francisco, CA)
- …Required Skills & Experience FLUENT IN MANDARIN AND/OR CANTONESE Four-year degree and CFP designation. 7+ years in financial and/or estate planning related work, ... businesses to meet long-term investment and financial goals, including retirement and estate planning with a strong emphasis on tax reduction. Develop comprehensive… more
- Balentine (Atlanta, GA)
- …will provide comprehensive wealth management services, ranging from investment strategy, estate planning, and tax optimization to philanthropy and family governance. ... Provide personalized financial advice and services, including investment management, estate planning, tax strategies, and philanthropy, tailored to the unique… more
- Huntington National Bank (Chicago, IL)
- …working with comprehensive life insurance planning including such areas as: estate analysis, corporate owned life insurance, executive benefits and qualified ... retirement plans. May have attained CLU, ChFC, and CFP professional designations. About Huntington: Huntington Insurance, Inc. is a $70 million revenue full service… more
- US Bank (Minneapolis, MN)
- …possesses deep and broad planning knowledge; understands the intricacies of Estate , Tax and Financial Planning; utilizes an entrepreneurial approach to managing ... issues that arise. Basic Qualifications: Intricate knowledge of tax, estate and financial planning acquired through 10+ years of...but are not limited to: JD, CPA, CTFA, and/or CFP . If there's anything we can do to accommodate… more
- US Bank (St. Louis, MO)
- …Designation is highly preferred and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program Advanced knowledge of ... estate settlement, income, estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple… more
- Talantage, LLC (Atlanta, GA)
- …and accounting of annual subsidy true-up by working closely with Real Estate Portfolio Managers Responsible for accounting and review of Homeflex monthly payments ... (PILOT) for agency and MIXED communities: Manage drawdowns for Capital Fund Project ( CFP ) and Low Income Operating Subsidy (Section 9) including but not limited to… more
- JPMorgan Chase & Co. (Cincinnati, OH)
- …client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve ... markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers… more
- Baird (Pittsburgh, PA)
- …of complex financial issues Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers to accomplish objectives ... industry, or an equivalent combination of education and experience Licenses/Certifications: CFA / CFP preferred SIE, Series 7 required - or ability to obtain Series… more
- TEKsystems (Fort Worth, TX)
- Forth worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of Financial Services Experience Sales ... considerations. o Long-term care planning and strategies o Survivorship and Estate Planning . Identify and model potential product solutions to implement… more
- Regions Bank (Dallas, TX)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client relationships and expands services to existing clients… more
- Edward Jones (St. Louis, MO)
- …the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding… more
- American Heart Association (Dallas, TX)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department based in Dallas, ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- Deloitte (Davenport, IA)
- …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
- Commerce Bank (St. Louis, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client… more
- Wells Fargo (San Francisco, CA)
- …and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real ... estate and loan asset management. * Oil, gas and...documents, probate laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW… more
