- Plante Moran (Wakefield, MA)
- …Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family; including planning, scheduling, projections, ... tax notices, research, and drafting client memorandums Involvement in estate planning and wealth transfer projects Supervising...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little… more
- Plante Moran (Wakefield, MA)
- …manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family. Manage and review tax returns of ... extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Determine...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little… more
- Plante Moran (Southfield, MI)
- …different? On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what ... with attorneys and other referral sources The qualifications. 2+ years of estate settlement, probate administration, trust administration, financial planning, or… more
- Charles Schwab (Troy, MI)
- …will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Banking & Lending Management , Insurance & Risk Management , and Estate Planning Ability to adapt...in additional to furthering your own professional development in Wealth Management . What's in it for you… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust... estate planning and advice, legal, insurance, real estate , asset management , trusts, estates ,… more
- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the administration ... JP Morgan Asset & Wealth Management , with client assets of...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- JPMorgan Chase (Newark, DE)
- …of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global ... The Global Trusts & Estates Practice is an integral part of the...with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and… more
- JPMorgan Chase (Chicago, IL)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... JP Morgan Asset & Wealth Management , with client assets of...and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust… more
- JPMorgan Chase (Summit, NJ)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking ... Trust Officer + Work with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust / estate and its beneficiaries… more
- US Bank (Minneapolis, MN)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates , etc.). Will likely work as part of a...experience + Seven or more years of experience in Trust administration + An advanced degree may be considered… more
- JPMorgan Chase (Dallas, TX)
- …delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management ... **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- Commerce Bank (Kansas City, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, ... and trust administration services. Our approach to wealth management means assembling a team of...& Abilities Required + Intermediate understanding of the investment, trust and estate planning fields + Intermediate… more
- First Horizon Bank (Hickory, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... **Description** **Location: Onsite at the location listed.** **Summary:** The Wealth and Trust Services Client Specialist provides sales and administrative… more
- First Horizon Bank (Coral Gables, FL)
- …: The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. ... applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management ...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal role in supporting our Global Trusts ... & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by ... tax reporting for foreign trusts. As a Trusts and Estates Tax Operations Vice President on the Tax Technical...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041… more
- Regions Bank (Houston, TX)
- …a broad range of wealth products and services including; financial planning, asset management , personal trust and estate planning, insurance and risk ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED… more
- Regions Bank (Orlando, FL)
- …a broad range of wealth products and services including: financial planning, asset management , personal trust and estate planning, insurance and risk ... (3) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management , or related + Trilingual… more
- Robert Half Legal (Mountain View, CA)
- …are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies ... expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and...licensure as an attorney with a strong background in trust and estate law. * Comprehensive understanding… more
- KeyBank (Brooklyn, OH)
- …+ 7+ years Audit or Related Experience (preferred) + Knowledge of wealth management , trust and estate planning, investment management and advisory, ... This individual will be responsible for managing audits focused on KeyBank's Asset Management business, including wealth management , investment advisory, and… more
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