- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...financial planning subject courses: General Principals, Income Tax Planning, Estate and Gift Planning, Retirement Planning, Risk Management and… more
- Edward Jones (Tempe, AZ)
- …early due to the volume of applicants. **Team Overview:** Do you have experience in estate settlement administration? Do you want to be part of a fast paced team? If ... personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the administration of trusts,… more
- American Heart Association (Dallas, TX)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department based in Dallas, ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- Deloitte (Davenport, IA)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (Tulsa, OK)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Bank of America (Boston, MA)
- …business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** + CPA, CFP , CFTA and/or ... Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving +… more
- BMO Financial Group (Chicago, IL)
- …their advisors. This role focuses on sourcing trust administration, estate administration, and investment management opportunities, leveraging strong technical ... expertise in fiduciary services and estate planning. While the role includes limited direct administration...trust administration teams. * Bachelor's degree required; JD, CTFA, CFP , or CPA preferred. **Preferred Skills & Attributes** *… more
- Insight Global (Cleveland, OH)
- …a wealth management firm. This position uses expertise in various areas of financial, estate , and tax planning to provide holistic estate , trust and financial ... empowering the client to achieve their goals. Position Responsibilities: Estate and Legacy Planning Perform estate planning...families Ability to organize and manage multiple priorities JD, CFP (R), CPA CPWA, MST, or LLM in taxation designation… more
- Commerce Bank (Wichita, KS)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the… more
- Umpqua Bank (South Jordan, UT)
- …client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. ... to a broad knowledge of wealth management principles and estate planning strategies. + Demonstrates compliance with all bank...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more
- Bank of America (Charlotte, NC)
- …U/HNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning ... range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments,...clients. + JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. **Skills:** + Business Development + Critical Thinking… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …retirement planning, equity compensation planning, qualified retirement plans, risk management, estate planning and education funding. Leads defined work or projects ... goals and needs of client. + Provides guidance on estate planning options and techniques. + Responds to and...obtain within two (2) years. + Certified Financial Planner ( CFP ) designation or ability to obtain within one (1)… more
- Charles Schwab (Sacramento, CA)
- …Closely held business interests (C corp, LLC, LP, and S corp) + Real estate (residential and commercial) + Restricted stock and equity compensation + Life insurance ... processes, such as foundation dissolution asset transfer, trust and estate gifts, and other trust terminations. As Sr. Manager...you have** + Bachelor's degree and JD, CPA, or CFP strongly preferred + Minimum of 8 years of… more
- Zions Bancorporation (Salt Lake City, UT)
- …The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and ... Financial Planning: Develop comprehensive financial plans, including retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate… more
- Raymond James Financial, Inc. (FL)
- …with statutes and regulations. * Participates in the complex income and estate /gift/GST tax planning and preparation process, performs such tax planning functions as ... seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and...years of supervisory experience. ~or~ * JD, MBA, CTFA, CFP or CPA and four (4) years personal trust… more
- JPMorgan Chase (Palo Alto, CA)
- …& Advice, you will have a comprehensive understanding of tax and trust & estate laws, and the ability to simplify this complex knowledge for clients, advisors, and ... to day responsibilities include leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Truist (Charlotte, NC)
- …financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets ... to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to… more
- Charles Schwab (Chicago, IL)
- …with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Planning ... such as: retirement, college, risk management, asset allocation, and estate planning needs. This position will be responsible for...services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to ... needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts,… more
- Bank of America (Walnut Creek, CA)
- …to address their high- and ultra-high net worth clients' trust, estate /wealth transfer, and financial planning needs. Key responsibilities include building ... and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while...of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress)… more