- Fidelity TalentSource LLC (Newport Beach, CA)
- …experience, we recommend five yearsDegree and/or other professional certifications such as CFP are helpful The Purpose of Your RoleYou are providing the highest ... discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planningPartnering with the… more
- Fidelity TalentSource LLC (Boston, MA)
- …management experience who has a deep understanding of wealth management, estate and tax planning, and the philanthropic landscape. Additionally, the individual ... in working collaboratively across an organization.Deep understanding of wealth, estate , tax, and charitable planning techniques.10+ years of wealth management… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …executivesYou have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planningYou provide education ... an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning. The base salary range… more
- Amerant Bank (Coral Gables, FL)
- …services offered by the group through its multiple units.Become proficient in estate planning and trust related services.Keeps abreast of news, market information ... masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements:At least 15 years of relevant… more
- Insight Global (Tampa, FL)
- …client-facing. * Experience managing HNW clients (1-10m range) * Experience with tax and estate planning. * CFP or CRPC preferred or goal to obtain within ... 2 years. * Comfortable with public speaking and hosting dinner seminars * Strong network in Tampa/Largo/St Pete * Experience with MoneyGuidePro, Nitrogen, Orion preferred. * Experience with custodians: Fidelity, Goldman Sachs, Schwab * Growth mindset *… more
- 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
- Deloitte (Columbus, OH)
- …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 ) + Ability to travel up to 25%, on… 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, ... heart.jobs. **Responsibilities** This senior level fundraising position engages with professional estate planning and wealth advisors as well as current and… more
- Citizens (Boston, MA)
- …For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... estate tax planning, structuring, compliance and governmental representation capabilities;...planning experience. Education/Certification: + Bachelors Degree is required + CFP is required + JD and legal experience, LLM… more
- Truist (Atlanta, GA)
- …interim trusts and other accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES ... individual income tax returns, fiduciary income tax returns, and estate tax returns. 4. Adhere to local, state, and...or license/certification (eg JD, LLM, MBA, CPA, CTFA or CFP ). **General Description of Available Benefits for Eligible Employees… more
- Deloitte (Columbus, OH)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding of Subchapter… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- Estate Planning Instructor Apply now to Estate Planning Instructor Job #JPF09139 + Unex-Business, Management And / Continuing Education / UCLA Position overview ... experiences, perspectives, and unique identity. Division: https://www.uclaextension.edu/finance-investments/personal-financial-planning/course/ estate -planning-mgmt-x-4393 Instructor Resources: https://instructor.uclaextension.edu Qualifications Basic… more
- Cleveland Clinic (Cleveland, OH)
- …Cleveland Clinic is seeking a board certified/board eligible Complex Family Planning ( CFP ) physician to join our growing service line. The position involves ... and Gynecology Institute within Northeast Ohio, (Cleveland Metropolitan area). The CFP primarily supports our primary maternity centers which includes 4 hospitals… more
- Citizens (Tarrytown, NY)
- …firm. For more than three decades our team of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... estate tax planning, structuring, compliance and governmental representation capabilities;...detail oriented, resourceful, yet inquisitive + Must work towards CFP designation (Complete 2 years from date of hire)… more
- Commerce Bank (Leawood, KS)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the… more
- Commerce Bank (Kansas City, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… more
- Commerce Bank (St. Louis, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… more
- First National Bank of Omaha (Omaha, NE)
- …analysis. They will develop, interpret, communicate and facilitate complex trust and estate planning matters as part of the advice-based solutions presented to the ... interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as...Additional Qualifications: Certifications or accreditations such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM are helpful. **Equity,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and ... cash flow projections at a high level, current preliminary estate flow illustrations, and other illustrations as needed, supervising...SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP , JD, CPA, or LLM required. JD, CPA or… more
- MassMutual (Windsor, CT)
- …growing organization which is focused on solving the complex investment, tax and estate planning needs of high net-worth clients. The ideal candidate will bring deep ... technical expertise, insights, and consultation to guide the longer-term investment and estate needs of our clients, in addition to satisfying the tax accounting,… more
