- American Heart Association (Dallas, TX)
- …your career. The American Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning ** ** Advisor ** in our Mission ... with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning...covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from… more
- American Heart Association (Boca Raton, FL)
- …so does your career. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning ** based in **Florida.** This is ... LA, MS, PR** ) in support of the national Charitable Estate Planning (CEP) program.... actions to achieve goals and meets with donors' estate planner or financial advisor in tandem… more
- Robert Half Finance & Accounting (Dallas, TX)
- …services industry, located in Dallas, Texas, and we are looking for a detail oriented Estate Advisor . In this role, you will be discussing and planning ... Oversee the planning and execution of advanced estate planning . * Discuss with clients their...Advise clients on different options such as retirement plans, charitable giving, and insurance. * Advocate on behalf of… more
- Robert Half Legal (Atlanta, GA)
- … estate and financial planning services, managing fiduciary income tax returns, estate and gift tax filings, and charitable trust returns. This role is ... Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner...planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer. * Act as… more
- Morgan Stanley (New York, NY)
- … planning * Retirement and educational tax planning * Business succession planning * Philanthropic and charitable planning * Asset protection and risk ... thought leader in the areas of tax, trust & estate planning broadly, and in order to...and teamwork * Self-confidence - Initiative to proactively address Advisor and client situations as they arise * Exceptional… more
- Bank of America (Las Vegas, NV)
- …across a broad range of wealth planning topics such as trust and estate planning , income and wealth transfer tax planning , investments, retirement ... is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning...address their high- and ultra-high net worth clients' trust, estate /wealth transfer, and financial planning needs. Key… more
- Bank of America (Clayton, MO)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City, Missouri; Clayton,...families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,… more
- Bank of America (New York, NY)
- … estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...families. Focus may be on transfer of inter-generational wealth, estate planning , diversification of a concentrated position,… more
- DA Davidson Companies (Lincoln, NE)
- …Cannon or other field specific program*Knowledge of current developments in estate planning and trust administration.*Effectively administer fiduciary accounts ... client accounts. *Keep abreast of changes in legislations and regulations affecting estate planning and trust administration.*Perform any other duties as… more
- US Bank (San Francisco, CA)
- …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