- Carson Group (Omaha, NE)
- …reviews. What You Need Education & Credentials JD required; LL.M. in Taxation or Estate Planning preferred CFP (R), CPA, or CTFA designation a plus Admitted to ... a key member of the Advanced Solutions leadership team, the Vice President of Estate Planning plays a strategic and client-facing role in delivering estate … more
- Fidelity Investments (Bellevue, WA)
- …experience, we recommend five years Degree and/or other professional certifications such as CFP are helpful The Purpose of Your Role You are providing the highest ... discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning Partnering with… more
- Deutsche Bank (New York, NY)
- …and oversight of Deutsche Bank's WM's wide variety of trust and estate accounts and relationships. These are comprised of testamentary, revocable, and irrevocable ... What You'll Do Effectively manage a wide variety of trust and estate accounts and relationships including testamentary, revocable and irrevocable trusts, including… more
- Fifth Third Bank (Skokie, IL)
- …to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank ... equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP , CFA, or CPWA industry certification is preferred and will be… more
- Farther (Tampa, FL)
- …Collaborate with internal specialists to solve complex planning, tax, and estate challenges Participate in intimate client events and curated networking ... client-focused with a commitment to putting clients first Bonus Points CFP , CFA, CAIA, or other recognized credentials Established client relationships or… more
- US Bank (Minneapolis, MN)
- …Designation is highly preferred and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program Advanced knowledge of ... estate settlement, income, estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple… more
- Regions Financial Corporation (Orlando, FL)
- …Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting, ... accounting or related field Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including direct client interaction… more
- Franklin Templeton (New York, NY)
- …and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize ... In working with high-net-worth clients, a solid understanding of tax, trust and estate planning knowledge is important. The Senior PM will work with a team… more
- Financial Planner Recruiting, LLC (New York, NY)
- …Research and present investment strategies. Coordinate tax filing and estate planning. Qualifications: Active designation(s) as a Certified Financial Planner ... ( CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ years… more
- Whittier Trust (Los Angeles, CA)
- …requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, ... closely with other company departments (tax, insurance, operations, real estate , investment, and foundations) regarding client matters. Effective communication… more
- Range (New York, NY)
- …financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform. Join ... the liaison between Range and all custodians we work with What will set you apart CFP , CFA, Series 65 or Series 66 designation 7+ years experience in a similar role… more
- BNY Mellon (Boston, MA)
- …manage assigned client relationships which could include personal trust, agency, estate , charitable, pension and institutional accounts with the primary objectives ... and 3-5 years of experience in the investment/fiduciary management industry. CFA, CFP , CPA, CTFA, National Graduate Trust School preferred. Sound general technical… more
- JPMorgan Chase & Co. (St. Louis, MO)
- …client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve ... markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client ... (must be obtained within three months of employment) Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy Salary… more
- Bridges Trust Company (Omaha, NE)
- …are responsible for a unique blend of relationship building, trust administration, estate planning and wealth transfer planning expertise, to both secure new ... liaison with clients' attorneys, accountants and other professionals, providing estate planning, wealth transfer planning, and trust administration expertise.… more
- Commerce Bank (Kansas City, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... the financial industry preferred Ability to obtain Certified Financial Planner ( CFP ) designation within 3 years preferred For individuals applying, assigned and/or… more
- HireFit (West Hollywood, CA)
- …payroll, and 1099 reports. Collaborate with management in recording and evaluating estate planning, asset acquisitions, and investments. Review the accuracy of work ... attitude, and alignment with organizational culture and values. Qualifications: CPA, CFP , or CMA certification required. Prior experience in staff management… more
- First Option Bank (Overland Park, KS)
- …- Required Bachelor's degree or equivalent work experience. - Master's degree or CFP /CFA/CTFA designation preferred. - Minimum of 5 years of experience in trust ... record of managing fiduciary accounts. - In-depth knowledge of trust and estate planning, investment management, and relevant legal and regulatory requirements. -… more
- Westwood Holdings Group (Houston, TX)
- …actively participate in investment committee discussions. Incorporate tax, estate , and philanthropic considerations into portfolio strategies, collaborating with ... economics, or a related field, MBA preferred. Licenses/Certifications Required CFA or CFP preferred. Minimum Specific Experience Required 10+ years of experience in… more
- RIA Recruiting (Austin, TX)
- …investments, cash flow planning, multi-year tax planning, asset protection and estate planning. Prepare in-depth financial analysis for clients that consider their ... Qualifications 5 years plus experience in wealth management/financial planning CFP (R) designation required. Experience with complex financial plans including equity… more
