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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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The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee.
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate.
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Our clients range from national companies to privately held small businesses and we handle a variety of matters including complex Business Litigation, Partnership and Shareholder Disputes, Trusts, Estates and Wealth Management, Appellate Practice, Municipal Law and Land Use, Taxation (corporate and individual), Bankruptcy and Creditor’s Rights, Cannabis Law, Commercial Real Estate transactions, and more.
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Position Summary: As a Director of Real Estate Asset Management at KCG Companies, you will leverage your expertise, leadership and accounting or finance to ensure the financial health and compliance of our communities.
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Providing legal counsel to management and business partners in our Wealth Management business on a broad range of trust and fiduciary matters, including review of trust documents, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation and complex trust/fiduciary legal issues.
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The Associate General Counsel may be asked to provide assistance to the General Counsel in providing appropriate training for staff in various departments, including real estate development, asset management and property management.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
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Proven track record of at least 7-10 years in equity capital markets, investment banking, private equity, or a similar role within the commercial real estate sector. Requirements Bachelor's degree in finance, real estate, business administration, or a related field.
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This includes the negotiation and drafting of various legal documents and agreements, including those pertaining to real estate purchase/sale agreements, financing, leasing, tax incentives, economic development projects, title review and insurance, zoning and land use, easements and restrictive covenants, and management of multiple deals and deal flow.
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Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. As a Financial Planner at Sentinel Asset Management, you're dedicated to fostering relationships and educating clients on what truly matters to them financial stability and freedom.
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Provide legal counsel and guidance to clients on real estate and landlord/tenant issues. This position offers the opportunity to work on a variety of litigation matters, with a focus on commercial real estate and landlord/tenant law.
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Sentinel Asset Management was established with the mission to guide clients across all aspects of their financial journeys. Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more.
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Based on the needs of the company, responsibility for various non-real estate legal and general business matters. Corporate Counsel (Real Estate) is a member of the legal team who reports to the Deputy General Counsel, VP - Real Estate and supports the company’s real estate activities and operations, such as acquisitions / dispositions, leasing, zoning and land use, real estate finance, tax incentives, and development incentives.
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wealth management asset business banking real estate jobs Company: Bank Of America
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