- American Heart Association (Dallas, TX)
- …so does your career. The American Heart Association has an excellent opportunity for a ** Senior Charitable Estate Planning ** **Advisor** in our Mission ... senior level fundraising position engages with professional estate planning and wealth advisors as well...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… more
- Charles Schwab (Westlake, TX)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... **Your opportunity** The Financial Planning Group is part of the broader Investor...leading a team of experts who deliver comprehensive financial planning solutions to our clients at Schwab. Our teams… more
- Truist (Dallas, TX)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... governance solutions. 3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals. 4. Understand and provide interpretation as related to complex fiduciary… more
- Deloitte (Fort Worth, TX)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions...June 1, 2024 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will… more
- Deloitte (Fort Worth, TX)
- …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
- Truist (Fort Worth, TX)
- …on the proposed plan. 7. Provide details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation ... or insurance carrier platform 15. Proven experience and ability to explain estate planning (including transfer tax calculations and life insurance taxation… more
- Quality Technology Services, LLC (Irving, TX)
- …negotiating complex/competitive programs & communicating to line of businesses and Senior Management the value propositions associated with Category proposals. CSM ... and timely follow-up, escalating appropriately if necessary. + Strong planning , organization, decision-making, and problem-solving skills. + Ability to work… more