- American Heart Association (Dallas, TX)
- … planning , and with staff members, to provide technical assistance. Success in the Sr. Charitable Estate Planning Advisor role requires mastery of the ... The American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** ** Advisor ** in our Mission Advancement… more
- Comerica (Charlotte, NC)
- …Trusts or Trusteed Individual Retirement Accounts. Position requires knowledge of trust and estate planning that is outside of standard revocable or irrevocable ... Job Description Trust Advisor I The Trust Advisor I (Specialty)...trust structure, to include charitable planning and/or retirement planning . This… more
- US Bank (Denver, CO)
- …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
- NAI Hiffman (Oak Brook, IL)
- …of our people that we are now one of the largest privately-owned commercial real estate services companies in the country. The Talent Acquisition Advisor plays a ... and hiring top talent to support our commercial real estate and property management business. This is a mid-level...to leaders on compensation, talent availability, and strategic workforce planning . What sets us apart. . Culture: We believe… more
- Truist (Nashville, TN)
- …Provide financial planning guidance in the areas of estate planning , estate administration, charitable , philanthropic, and risk solutions. 3. ... 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
- 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
- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and ... families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to… more
- Edward Jones (Tempe, AZ)
- …Set You Apart:** + Mastery of financial planning , investment strategies, tax planning , and estate planning . + Strong presentation and communication ... concepts and application + Deep expertise in complex tax planning strategies including but not limited to Charitable...Worth clients + Ability to review client tax returns, gift/ estate tax returns, personal financial statement, and other legal… more
- Deloitte (San Juan, PR)
- …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 (St. Louis, MO)
- …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
- UMB Bank (Kansas City, MO)
- …strategy planning (ie, gift, estate and income tax, retirement planning , investment planning , insurance, charitable gifting, asset protection ... regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies...with the Bank's fiduciary duties in the administration of estate , trust, IRA and custody accounts according to the… more
- City National Bank (Wilmington, DE)
- *TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- Robert Half Finance & Accounting (Monroe, NJ)
- …Foundation). + Advise clients on tax planning , estate strategies, and charitable giving. + Respond to client and advisor inquiries on tax, asset, and ... liability matters. + Collaborate with attorneys and employers on compensation, RSUs, and tax issues. + Oversee or prepare financial reports including net worth summaries and cash flow statements. + Support clients with ad-hoc projects (eg, LLC filings,… 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
- NorthPoint Development (Washington, DC)
- …Maryland/Washington, DC metro areas,** or **remote.** NorthPoint is a real estate developer built on entrepreneurial spirit and team empowerment. We are ... Flexible Spending Account + Living Generously program with 100% charitable contribution match **What You-ll Do** + Cultivate and...market for power delivery. + Serve as the key advisor to NorthPoint's leadership and power team on all… more
- Vanguard (Malvern, PA)
- …leadership and consultation based on specific client needs. This may include Wealth Estate Planning Services (WEPS), Investment Strategy Group (ISG), Personal ... Advisor Services (PAS), Portfolio Review Department (PRD) and Vanguard Charitable Endowment Program (VCEP). Follows up with client to ensure guidance/advice was… more