- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...financial planning subject courses: General Principals, Income Tax Planning, Estate and Gift Planning, Retirement Planning, Risk Management and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports. + Develop and deepen client relationships ... high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA(R), CPA, JD, or similar professional designation. + Strong communication,… more
- Regions Bank (Tampa, FL)
- …+ Prepares financial analyses for clients, including retirement analysis, estate -planning analysis, education-funding analysis, stock options analysis and risk ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris… 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
- American Heart Association (Jackson, MS)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department! **This individual can ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… 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 (Charlotte, NC)
- …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...training, military experience and education. **Desired Qualifications:** + JD, CFP , or CTFA preferred + Knowledge and understanding of… more
- UMB Bank (Boston, MA)
- …relative to financial & estate planning + Juris doctorate + CTFA or CFP **Knowledge & Skills** **_MINIMUM:_** + General knowledge of Trust and Bank products and ... + Provides solution-oriented planning for clients + Coordination of wealth and estate planning strategies + When appropriate, for accounts without an assigned… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …region. Course / Program Description The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing the student ... student with skills and knowledge necessary to pass the CFP Board Exam. Job Description We are looking for... designation is not required but still preferred for Estate Planning if you are a practicing Attorney or… more
- TD Bank (Boston, MA)
- …Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and ... onboard clients for trustee appointment and estate settlement services. A second, but equally important role...legal and/or accounting designation required + Financial planning designation ( CFP (R)) preferred + Juris Doctor degree preferred +… more
- KeyBank (Portland, ME)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current ... and responsibilities of the bank and to provide well-coordinated estate , tax, and financial planning alternatives to meet client's...Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal… more
- Auburn University (Auburn, AL)
- …,CPA , CFP , JD,CLU + Financial planning, law, accounting, estate planning, securities, investment Posting Detail Information **Salary Range** $91,550 - $228,040 ... team!** In this pivotal role, you will use your financial, tax, and estate planning skills to secure transformative philanthropic gifts of $1 million and greater.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects ... goals and needs of clients + Provides guidance on estate planning options and techniques. + Responds to and...obtain within two (2) years. + Certified Financial Planner ( CFP ) designation or ability to obtain within one (1)… more
- Wells Fargo (Austin, TX)
- …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...training, military experience, education **Desired Qualifications:** + JD, LLM, CFP or CTFA preferred + 2+ years of direct… more
- Zions Bancorporation (Salt Lake City, UT)
- …The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... **Financial Planning:** Develop comprehensive financial plans, including retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate… more
- Truist (Philadelphia, PA)
- …financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets ... to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to ... needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts,… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Fifth Third Bank, NA (Tampa, FL)
- …create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings , and best practice advice. + Oversee ... + R esponsible for the review and interpretation of estate planning documents , timely and accurate administration of...related field. Advanced degree or professional certification (eg, CTFA, CFP ) preferred. + Minimum of 8 -10 years of… more
- Regions Bank (Little Rock, AR)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more