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Provide personalized financial services such as wealth management, estate planning, investment management, banking, and tax planning to a portfolio of client relationships.
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Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice J.P.
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Expertise in advising individuals and families on tax and estate planning, financial planning, estate and generation-skipping tax planning, trust administration, probate administration, and charitable planning.
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Undergraduate degree in business, finance, or accounting, along with a CFP license; additional credentials such as an MBA or estate planning/investment licenses are a plus. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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The Senior Financial Planning & Analysis (FP&A) Analyst plays a key role in supporting the consolidation of budgets and forecasts for Central Functions and Commercial Center of Excellence (CoE) Finance.
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Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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A BA degree is required, preferably in finance, financial planning, accounting, or business; Graduate degree from business school would be a plus. 5 years prior experience in investments/financial Planning, in a similar role is necessary.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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4+ years experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
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Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Support Associate II who will handle all client inquiries and correspondence.
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Boutique estate planning, probate and trust administration litigation law firm is seeking an experienced litigation secretary to join their team! Practice Area includes Estate planning, probate litigation, and trust administration.
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Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws.
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This employment opportunity at Gulf Coast Bank in Abbeville, LA would allow you to join the Investment Program at Gulf Coast Bank as a Financial Advisor associated with LPL Financial.
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Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
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financial advisor estate planning jobs Title: financial services professional
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