- Charles Schwab (Lone Tree, CO)
- …Director, Senior Tax Planning Specialist role is a part of the Tax , Trust, and Estate team that provides tremendous value and benefits to High-Net-Worth ... guidance to help them achieve their tax -related goals. The Director, Senior Tax Planning Specialist will be the subject matter expert for key considerations… more
- Regions Bank (Birmingham, AL)
- …accounting or related field + Five (5) years of Trust Administration, Estate / Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, legal, insurance, real estate , asset management,… more
- Truist (Nashville, TN)
- …that addresses the following key areas - banking, planning, risk, investments and estate - for mass affluent clients. Preferred Qualifications: 1. Minimum of four ... Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life Underwriter or… more