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The Edward Jones Wealth Management Consultation High Net Worth team provides an end-to-end, high-net-worth (HNW) client experience (Clients with $10 million or more) by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
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The Commercial Real Estate Analyst is a full-time on-site role based in our Phoenix office. The Commercial Real Estate Analyst will be exposed to transaction activity on a local, regional, and national level with institutional and private clients.
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Position Skills: Juris Doctor degree from an accredited law school 3+ years experience in real estate law. Proven track record in real estate transactions Strong experience in Mergers & Acquisitions Proficient in lease negotiations and drafting.
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The Senior Real Estate Manager (SREM) represents the Company in real estate transactions within an assigned geography or for identified corporate wide initiatives. Bachelor's degree required, with emphasis or coursework in Real Estate, Finance, Civil Engineering, Geography or General Business preferred.
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Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity.
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Typical Day in the LifeA typical day as a Wealth Transition Services Manager might include the following:Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
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The Leader is also accountable for the delivery of technology solutions that will support governance, risk, compliance, and real estate and facilities management functions. GEICO is seeking an experienced Finance Systems leader to manage the teams and systems supporting the Internal Audit, SOX, Internal Controls, and Real Estate departments.
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Join our client, an “Estate Planning” and “Financial Coaching” law firm located in the Scottsdale, AZ area. As an Estate Planning and Administration Paralegal, you’ll play a vital role in supporting attorneys and providing exceptional client service.
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Our system includes targeted direct mail and digital content that goes out to homeowners.
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Job DescriptionPlease note we are a wholesale real estate company looking for multiple acquisitions sales representatives and a dispositions manager. Previous real estate experience is highly preferred, including experience with title, mortgage loan processing, or related roles.
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They have an extensive portfolio across 26 states, handling significant deals in land acquisition, development, and real estate financing. About Our Client Our client is a boutique law firm specializing in real estate transactions, including land development and homebuilding.
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Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.
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The industries we specialize in include Non-Profit, Construction, Manufacturing, Government, Healthcare, and Real Estate to name a few. Trust/Estate Tax Manager. Estate Tax Planning Exp.
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Knowledgeable in the use, application and administration of planned giving instruments, tax legislation, real estate transactions, and IRS regulation/code as it relates to planned giving. Serves as a member of the Strategic Philanthropy Crew Leadership Team, which is a working group of unit-based development professionals who receive extensive planned giving training to increase knowledge of estate and gift planning throughout the development enterprise.
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Showing Agent needed for a TOP Real Estate team! Are you looking to learn the real estate industry from the inside out on your way to becoming a thriving agent? Do you love Real Estate and are curious what a successful team is like.
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Title: estate Company: Kpmg in Phoenix, AZ
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