- 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 with ... any trust funds. * Develop training manuals for different estate levels, focusing on aspects like revocable trusts, life...titling. * Oversee the planning and execution of advanced estate planning. * Discuss with clients their plans for… more
- American Heart Association (Dallas, TX)
- …relationships, and consults with members of the American Heart Association's growing Professional Advisor Network, which includes estate planning attorneys, ... and at heart.jobs. **Responsibilities** This senior level fundraising position engages with professional estate planning and wealth advisors as well as current… more
- American Heart Association (Boca Raton, FL)
- …your career. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning** based in **Florida.** This is a home-based ... planning actions to achieve goals and meets with donors' estate planner or financial advisor in tandem...employee wellness program and telemedicine, and medical consultation. + ** Professional Development -** You can join one of our… more
- Robert Half Legal (Atlanta, GA)
- …necessary. Requirements * Proven expertise in Estate Planning and Probate & Estate Administration * 3-5 years of professional related experience * Experience ... Description Our client is seeking an Estate Planning Probate Paralegal or Paraplanner to join...libraries, and Wealth Transfer software. * Cultivate client and advisor relationships, providing excellent client service while also assisting… more
- The Hartford (Hartford, CT)
- …3 days a week (primarily Tuesday through Thursday). Responsibilities: + Function as an advisor to the Real Estate and Corporate Services leaders through the ... and a bright future. The Strategic Sourcing and Real Estate (SSRE) department plays a critical role in The...The Hartford's future by operating as a trusted business advisor with deep expertise that advances The Hartford's business… more
- Deloitte (Stamford, CT)
- …on issues related to work/life fit. The Team As global leaders in providing professional services to the Real Estate industry, Deloitte works with clients to ... Are you a strategic and creative federal tax professional who likes solving complex federal tax issues?...federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who… more
- Morgan Stanley (New York, NY)
- …$1.9 Billion occupancy expense. The individual will collaborate with and be a trusted advisor to the Corporate Services real estate team. Project work includes ... Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn,...outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior… more
- Charles Schwab (Bellevue, WA)
- …to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value ... in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net... to supply to a growing sector of Investment Advisor Services We believe that our values have helped… more
- Amazon (Arlington, VA)
- …(AWS) is seeking a Strategic Business Development leader to focus on the 4th Estate Defense Agencies. At AWS, customer obsession is in our DNA. The successful ... architects to provide needed cloud capability to the 4th Estate Defense Agencies. This will also include the opportunity...security clearance. Key job responsibilities Serve as a key advisor and member of the leadership team for the… more
- Bank of America (Chicago, IL)
- …of the largest providers of construction, development, and permanent financing to professional developers and investors of real estate including retail, office, ... Sr. Relationship Manager - Commercial Real Estate Chicago, Illinois **Job Description:** At Bank of...to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for… more