- Goldman Sachs, Inc. (Houston, TX)
- Job Description YOUR IMPACT Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family ... We are looking for a hard-working and client-friendly individual with background in tax, trust and /or estate advisory. OUR IMPACT Wealth Management Across … more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- JPMorgan Chase (Palo Alto, CA)
- …plans, derivative-based transactions, and exchange funds) will also be a plus. As a Vice - President , Wealth Planner within JP Morgan Wealth Management, ... Wealth Planning & Advice is a group of...you will need a deep understanding of tax and trust & estate laws and must be able to...of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity… more
- JPMorgan Chase (New York, NY)
- …* Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer… more
- JPMorgan Chase (New York, NY)
- …Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross ... The JP Morgan Wealth Management (USWM) business is focused on helping...including Change Impact and Business Practices forums + Build trust and rapport through all interactions to deliver the… more
- Thrivent Financial (MI)
- …delegate and lead a team toward reaching regional Advisor Group goals. The Area Vice President (AVP) focuses on 5 key areas: + Leadership: In their key ... others with Thrivent's purpose, promise and principles. The Area VP will grow exceptional leaders, connect with regional communities,... Advisor Growth: Top priority for the Area Vice President is to lead advisor… more
- JPMorgan Chase (Jersey City, NJ)
- …regional committees and liaise with regulators as needed + Be a trusted advisor for Wealth Management Solutions, control teams, Compliance, Conduct and ... Framework is implemented and functions effectively within Asset & Wealth Management (AWM). In this role, you will be... Management (WM) and aspects of WM Solutions (eg Trust & Estates, Banking, Lending, Product Development, Capital Markets… more
- Thrivent Financial (Minneapolis, MN)
- …and implementation of best practices in the Analytics space. In close partnership with the Vice President , Corporate FP&A, the VP , AWM and Insurance will ... the life they want today-and tomorrow. JOB SUMMARY The VP , Financial Planning & Analysis (FP&A) for Advice &..., Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business… more
- Comerica (San Diego, CA)
- …Description Vice President , Senior Wealth AdvisorThe Vice President , Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP , Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and ... objectives. As their trusted advisor , you will work directly with clients to help...work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required… more
- Citigroup (San Francisco, CA)
- …of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Atria Wealth Solutions (Vancouver, WA)
- …in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in ... themselves and their communities. + Value Proposition: Earning your trust with knowledgeable people and digital options so you...Assistance + And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to… more
