FULL_TIME

FEED

UNKNOWN

Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning.

Rockefeller Capital Management

Senior Wealth Strategist

[AW]-iCims

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

Brighton Jones

Advisor - Dallas

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Advisor - Houston

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

YEAR

Deloitte

Tax Manager - Private Wealth

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Within NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.

Tax Senior - Strategic Partnership Solutions

Level III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.

Trustmark Bank

Private Wealth Advisor I/II/III

Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines. Strategically engage with Channel Leadership to develop and execute delivery (branch, ebranch, contact center) partnerships and cross-channel (Business Development & Human Resources) team activities.

Wellby Financial

Vice President of Wealth Management

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

SWBC

Wealth Advisor

Wealth Advisor (Austin)

Wealth Advisor (Dallas)

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.  .

The Vanguard Group

Senior Wealth Advisor

As a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.

Deloitte Touche Tohmatsu Ltd

Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions

As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Tax Senior - Federal / Corporate Tax

At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.

Tax Manager - Federal / Corporate Tax

Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Vice President, Executive Planning Consultant - Central South

Vice President, Executive Planning Consultant - Central Market

Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.

UMB Financial Corp

Trust Officer Sr

Level III Additional Qualifications: At least one of the following: High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or. Identify opportunities to deepen relationships by reviewing client holdings-including those outside the firm-to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.

Trustmark Corp

SUPERVISORY RESPONSIBILITIES: Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems. JOB FUNCTION / SUMMARY: Regional Wealth Managers plan, coordinate and supervise the activities of Wealth Management Teams across multiple markets and geographies, including profitability and sales; creating an atmosphere of integrity, professionalism, quality and exceptional client service.

Quality Control Manager Jobs in Bismarck, ND

Senior Wealth Strategist Rockefeller Capital Management

Advisor - Dallas Brighton Jones

Advisor - Houston Brighton Jones

Tax Manager - Private Wealth Deloitte

Tax Senior - Strategic Partnership Solutions Deloitte

Private Wealth Advisor I/II/III Trustmark Bank

Vice President of Wealth Management Wellby Financial

Wealth Advisor SWBC

Wealth Advisor (Austin) SWBC

Wealth Advisor (Dallas) SWBC

Senior Wealth Advisor The Vanguard Group

Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu Ltd

Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu Ltd

Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Vice President, Executive Planning Consultant - Central South Fidelity

Vice President, Executive Planning Consultant - Central Market Fidelity

Trust Officer Sr UMB Financial Corp

Private Wealth Advisor I/II/III Trustmark Corp

Regional Wealth Manager Hancock Whitney Corp

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