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Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Our team has extensive experience handling a wide range of practice areas, including family law, estate planning, civil litigation, oil, gas and energy, as well as business, commercial and real estate transactions.
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Lead Signet’s real estate, store planning and construction team to execute store growth and optimization programs, portfolio/asset management, construction, lease administration, and facilities maintenance for retail stores.
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The GSD offers degree programs across a range of design disciplines—architecture, landscape architecture, urban planning, urban design, design engineering, and real estate—as well as advanced research programs that cut across these disciplines and a robust public program of lectures, exhibitions, and publications.
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Types of loans underwritten include commercial real estate, GS and third-party private equity/hedge funds (including co-invest facilities), aircraft, fine art, hobby properties, private company stock, yachts, marketable securities, etc.
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The Parents Estate Planning Law Firm in Acton, MA is looking for a Client Services Coordinator. The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters.
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Estate & Legacy Planning Trust Administration. Bachelor's degree is required; Financial planning degree preferred. One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD.
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Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.
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For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties.
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Minimum of ten (10) years’ relevant work experience and a minimum of five (5) years’ experience in MISO or other Independent System Operator “ISO” with energy storage or renewable energy development, with experience in project management, permitting, offtake negotiation, interconnection, planning, real estate, and other matters critical to development.
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Rocket Lawyer services that provide legal advice, document creation and estate planning. The Professional Services Contact Center Engineer at RingCentral will play a key role in planning and development, functions of the contact center, and our white gloved partner NICE CXone.
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Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.
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Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
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Prior experience family law, civil litigation or estate planning is preferred. Juris Doctor (J.D.) degree from an accredited law school. Prior experience family law, civil litigation or estate planning is preferred.
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Building and servicing our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs. Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus.
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estate planning jobs in Oklahoma City, OK
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