- JPMorgan Chase (New York, NY)
- …become familiar with financial planning , retirement planning , charitable planning , tax planning , and estate planning strategies and ... breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- JPMorgan Chase (New York, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... or trustee of a trust includable in the gross estate of the decedent for estate tax...and we have been specifically recognized for our succession planning , advice and trust services. **Job Responsibilities:** * Analyze… more
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for… more
- Wells Fargo (Dallas, TX)
- …High Net Worth (UHNW) space + Knowledge and understanding of financial and estate planning , fiduciary/trust, wealth transfer and investment understanding + Local ... of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs.… more
- Comerica (Farmington Hills, MI)
- …well as providing suggested steps to remediate issues. Review more complicated estate planning documents that require an understanding of Comerica's ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration.Responsibilities: New Business Review: Review… more
- US Bank (Clayton, MO)
- …Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- US Bank (Naples, FL)
- …advise clients holistically and comprehensively on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and fiduciary ... PWM has specialized capabilities in business-sale advisory and pre-transaction planning . The Private Wealth Advisor (PWA) is...alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame,… more
- City National Bank (Irvine, CA)
- …Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...(testamentary and intervolves trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family… more
- Truist (Raleigh, NC)
- …providing financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, risk solutions, and family ... Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet… more
- Fairfield University (Fairfield, CT)
- …to travel is required. **Knowledge and skill sets needed:** Knowledge of current gift planning strategies, estate planning methods, related tax laws and ... of prospects. This position will serve as the gift planning expert and advisor to the Advancement...all planned giving related accounts and banking relationships (ie Charitable Gift Annuity account); + Serving as Liaison with… more
- Charles Schwab (Chicago, IL)
- …and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or managing banking ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… more
- Robert Half Finance & Accounting (Houston, TX)
- …assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the ... We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental...trusts, wills, and life insurance. + Provide guidance on charitable giving strategies to support clients' philanthropic goals. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition ... Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise....business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax… more
- Exploratorium (San Francisco, CA)
- …Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... and relationship building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and close complex gift… more
- Deloitte (Cleveland, OH)
- …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
- Deloitte (Denver, CO)
- …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
- BlackRock (New York, NY)
- …Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + Retirement ... and externally, around the intersection of investing, taxes and estate planning + Framing of choices and...CFA, CFP, JD, CPA or experience as a wealth advisor a plus + Minimum 5 years in wealth… more
- Brookfield Properties (Summerville, SC)
- …creativity, relentless innovation, and sound Sustainability practices to the planning , development, and management of buildings everywhere. From offices, retail ... establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to...for Construction Managers as needed; act as a technical advisor on occasions when Production Manager has appointment to… more
- Dorsey & Whitney LLP (Seattle, WA)
- …and executives, corporate fiduciaries, and charitable organizations in all areas of estate and tax planning . Qualified candidates will have: - JD degree from ... international law firm of Dorsey & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the United States as well as… more