Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...
and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain regular...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Officer Duties: Responsible for providing expert structuring and administration of trusts to our most complex clients in accordance with the trust instrument, legal fiduciary requirements and TFA Fiduciary policy. Work with Wealth Advisors and other Tompkins... Financial Corp. business partners to grow the trust business. Work with clients and clients' attorneys and other professional advisors to structure new trust business. Develop, retain and deepen trust account rel... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
VP - Wealth Transfer Duties: Preparation of... client reports analyzing estate plan and providing recommendations. Review and summarize client Trust and Estate and Executive Benefit Plan. documents. Manage a team of 4 or more professionals supporting the Wealth Transfer client advisors. Work... closely with President of department to strategically plan financial budgets, new business opportunities, and internal process improvements. Ensure compliance of all client reports and comm... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
VP-Wealth Transfer Duties: Preparation of client... reports analyzing estate plan and providing recommendations. Review and summarize client Trust and Estate and Executive Benefit Plan documents. Manage a team of 4 or more professionals supporting the Wealth Transfer client advisors. Work... closely... with President of department to strategically plan financial budgets, new business opportunities, and internal process improvements. Ensure compliance of all client reports and communi... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Team Director The candidate... will personally develop and maintain a portfolio of important revenue-generating client relationships within defined affluent market segment while meeting revenue and production goals. Source, hire, and develop a team of Advisors to deliver the Wealth sales and service model... achieving revenue and production goals by retaining and growing affluent households. Ensure and team delivers personalized, attentive service to the client base through... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Manager/Director - Tax Exempt ## What is Manager/Director - Tax Exempt? Manager/Director - Tax Exempt is a senior-level position in the field of taxation. This position is responsible for providing tax advice and services to clients, as well as managing and leading a team of tax professionals. The Manager/Director - Tax Exempt position is ideal for individuals who have a passion for taxation and a desire to help clients meet their tax and financial planning objectives... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Client Advisor Serves as... primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank’s credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet the investment, trust, risk management, and planning needs of clients. Thrives in a team based approach to deliver the full sui... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Bank Wealth Advisor Responsibilities: Responsible... to provide extensive expertise in advising high net worth clients on wealth transfer and retirement, financial... and estate planning strategies for Citizens Private Bank. Advises clients on estate and wealth transfer strategies, liquidity events,... business owner issues, and overall planning strategies. Present tax planning options and opportunities, interact with clients' attorneys, accountants and other advisors. Clie... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Bank Wealth Advisor Duties: Will be... responsible for extensive expertise in advising high net worth clients on wealth transfer and retirement, financial... and estate planning strategies for Citizens Private Bank. Will be responsible for maintaining expert knowledge and expertise in advising clients on estate and wealth transfer strategies, liquidity events,... business owner issues, and overall planning strategies. Works along with the Senior Banker team, to advise high ne... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Bank Wealth Advisor Duties: Responsible for... extensive expertise in advising high net worth clients on wealth transfer and retirement, financial... and estate planning strategies. Maintaining expert knowledge and expertise in advising clients on estate and wealth transfer strategies, liquidity events,... business owner issues, and overall planning strategies. Present tax planning options and opportunities, interact with client’s attorneys, accountants and other advisors.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here