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CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. In-depth knowledge of fiduciary and trust activities. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
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We will also consider candidates licensed and practicing in Florida for our virtual office, The Link. The candidate should have experience with fiduciary litigation, asset disputes, and contested probate and trust litigation.
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Client Representation: Advocate for clients involved in a variety of disputes, including beneficiaries, heirs, personal representatives, trustees, and other interested parties in various matters under A.R.S. Titles 14, 36 and 46, including guardianship, conservatorship, will/trust contests, fiduciary misconduct, powers of attorney, burial/disposition of remans, elder abuse, neglect and financial exploitation, creditor’s claims and a wide variety of other matters.
$80,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Review and analyze federal, state, and local tax returns for corporations, partnerships, fiduciary and nonprofit returns for accuracy and compliance. This individual will review and analyze federal, state, and local tax returns for corporations, partnerships, fiduciary and nonprofit returns.
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Consultative sales experience, an understanding of ERISA fiduciary standards. The Retirement Consultant is an ERISqualified retirement plan specialist with a strong background in consultative sales.
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Adhere to the Bank's Risk Vision, and risk management policies and programs; recognize and proactively address risk (including but not limited to those associated with Bank Secrecy Act, Anti-Money Laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy.
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After 90 days we have benefits available which include: medical insurance, life insurance, paid vacation, sick time, holiday pay, and an IRA retirement plan. We have a clean record with the Better Business Bureau, and we are a qualified contractor with Arizona Public Service (APS.
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You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.
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Successfully lead a world class omni channel service center operation (calls, chat, email, etc) that will focus on the employer and participant needs of qualified retirement plan and Auto IRA state programs.
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Certified Trust and Fiduciary Advisor (CTFA) Experience with the Fiduciary Platform (SEI Trust 3000) and the surround systems used to perform routine reviews (Trust Gateway) Wells Fargo is seeking a Business Accountability Specialist - Fiduciary Fees in the Centralized Fee Unit team in Banking, Lending and Trust.
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Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. 10 or more years of Trusts & Estates experience preferred. RemX is assisting our client, an esteemed full service lititgation and business law firm with a search for a skilled Senior Tax Paralegal - Trust & Estates providing top-notch legal services.
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Manage a staff of finance and insurance professionals, ensure insurance renewal data for policy underwriting is accurate, compliance with insurance government requirements, work with external brokers in conjunction with VP and department to maintain fiduciary responsibility around insurance policies and procurement, assist with executive lines claims management and support claims team in Colorado and Atlanta with financial support and claims analysis.
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.
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As the Human Resources Business Partner, you will help support the Office of Public Fiduciary and the Department of Correctional Health Services of Maricopa County, the fourth largest county in the nation.
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ira fiduciary jobs in Tempe, AZ
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