- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. ... and expanding client connectivity are core responsibilities. A background in trust and estate planning is required. **Primary Responsibilities:** +… more
- Plante Moran (Southfield, MI)
- …with attorneys and other referral sources The qualifications. 2+ years of estate settlement, probate administration, trust administration, financial planning, or ... journey and help you achieve your professional goals. Join us. As an Estate Settlement Specialist, you'll dive in with hands-on experience and substantial depth to… more
- Vaco by Highspring (Boulder, CO)
- …Experience advising ultra-high-net-worth clients or family offices. Familiarity with trust / estate planning, alternative investments, and wealth management ... with financial planners and investment advisors, contributing tax insights to estate planning, retirement strategies, and investment decisions. The role is… more
- Coastal Legacy Law (Deland, FL)
- Description Are you an experienced attorney with a passion for estate planning and probate, a natural leader, and a desire for a fulfilling career within a truly ... developing our probate department, as well as potentially our guardianship and trust admin department(s). This role does require travel primarily within Volusia… more
- PLACE (Tempe, AZ)
- …clarity, confidence, and care. With over 17 years of experience in the Arizona real estate market, we've built our reputation on trust , results, and a commitment ... alongside and learns from the top 20% of real estate experts throughout North America. As a Real Estate Agent with the Ryan Melville Team, you'll gain access… more
- Gailey Enterprises Real Estate (Ocala, FL)
- Description NOW HIRING: Licensed Real Estate Agents for FULL TIME POSITIONS IN MARION, DUVAL, ST JOHNS & HILLSBOROUGH COUNTIES Join Gailey Enterprises Real Estate ... with The Gaileys! Are you a driven, licensed real estate professional who's ready to level up your career,...- with the ability to influence, negotiate, and build trust quickly. *Strong local market knowledge or the willingness… more
- KW Realty Greater Chattanooga (Chattanooga, TN)
- Description Launch Your Real Estate Career With Us! Are you passionate about real estate and eager to build a successful career? Join our fast-growing team as a ... Real Estate Sales Agent Trainee , where you'll gain the...Supportive Team Environment : Join a team that values trust , collaboration, and growth-where you'll feel like family. What… more
- Yorktown Search Partners (New York, NY)
- About the job Vice President, Investor Relations - Real Estate Our client is a distinguished real estate investment firm specializing in co-General Partner ... (co-GP) investments. They partner with top institutional commercial real estate sponsors to strategically deploy capital across a diverse range of property types,… more
- Jobleads-US (San Francisco, CA)
- About AirGarage AirGarage is on a mission to bring real estate online, starting with parking. We replace broken parking machines, fragmented software, and manual, ... with a unified, data-rich operating system for parking real estate . We handle everything it takes to run and...company, but we also value in-person collaboration to strengthen trust and teamwork. Team members should expect ~6 weeks… more
- PadSplit (Portland, OR)
- …a driven and personable Account Executive with experience in sales or real estate who excels at building relationships with property owners and real estate ... simplified management, and societal impact. Build and Nurture Relationships: Develop trust -based relationships with property owners, acting as a trusted advisor to… more
- Principal Financial Group (Des Moines, IA)
- …you'll provide high-level technical support and thought leadership on advanced tax, estate , and financial planning topics. You'll be an essential resource for ... clients, and other professionals on the most complex cases across estate , business succession, executive benefits, and beyond. **Key responsibilities include:** +… more
- Revantage Corporate Services (Dallas, TX)
- Who We Are Revantage, a Blackstone Real Estate portfolio company, is a global provider of corporate services. With a corporate purpose of 'In Pursuit of Better,' ... delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies, spanning diverse asset classes, including residential,… more
- Banc of California (Denver, CO)
- …information submitted and prepare a written credit presentation of construction, real estate , and commercial loan requests. The primary purpose of this position is ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Brea, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Jobleads-US (San Jose, CA)
- …usage as needed. Job Responsibility 2: Community Representation, Relationship Stewardship, and Trust Building 20% of Time: Serves as a visible and trusted ... honor and promote this legacy: Mutual Accountability: We earn trust by taking ownership of our work and honoring...pivotal role in shaping Silicon Valley through its real estate development. Its office, and R&D projects comprise 7.5… more
- Affinius Capital (Dallas, TX)
- …debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for ... significant reporting requirements. **Why this role matters:** + **Investor Trust :** Deliver quarterly/annual reporting packages and ad-hoc investor/consultant requests… more
- Dream Finders Homes LLC (Denver, CO)
- …Manager / Senior Escrow Officer for DF Title, LLC dba Golden Dog Title & Trust will build and lead a high-performing full-service title and escrow agency. As a key ... in a manner compliant with Golden Dog Title & Trust policies and procedures in the state of Colorado....state of Colorado. We welcome applications from Transactional Real Estate Attorneys who are interested in a leadership role… more
- Banc of California (Los Angeles, CA)
- …documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction letter when ... loan purchases. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- Plante Moran (Wakefield, MA)
- …scheduling, projections, and billing Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and ... responses to tax notices, research, and drafting client memorandums Involvement in estate planning and wealth transfer projects Supervising and training of staff and… more
- Van Buskirk Companies (Sioux Falls, SD)
- …for over 50 years. Our vision is to "create an extraordinary real estate experience that builds dreams and develops community." We are a leading full-service ... real estate and construction company known for our dedication to...take pride in doing the right thing and build trust with each interaction. Teamwork : We value one… more
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