Estate Planning Jobs in Tampa
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Search Results - Estate Planning Jobs in Tampa
Band Law Group-Tampa
Attorney with at least five year's experience in estate planning and probate wanted for high end Sarasota law firm. Duties include drafting sophisticated estate planning documents, preparing probate documents and working with wealthy clients...
Fisher Investments-Tampa
Overview
In this role you educate high-net-worth clients on estate planning concepts after reviewing their documents, identify gaps or risks, and share viable planning options. You will collaborate with the Financial Planning team, Investment...
Waller & Wax Advisors Inc.-Tampa
of contact for client relationships, helping clients navigate financial decisions related to retirement, investments, tax planning, estate planning, risk management, and wealth transfer strategies. This role works closely with our advisory planning...
Questmont Virtual Family Office-Tampa
professionals to ensure tax planning is integrated into the family's broader financial, business, estate, and legacy objectives.
What You Will Do
• Review and analyze individual, corporate, partnership, and trust tax returns.
• Identify tax-planning...
Pennington Partners & Co.-Tampa
tailored wealth plans that integrate investment management, income tax planning, and estate planning strategies.
• Coordinate with outside CPAs, family accountants, and internal teams — including investments, operations, estate planning, and compliance...
Simpson Judge USA-Tampa
on sophisticated planning.
The mandate is specifically looking for a candidate with experience in estate planning and tax-efficient wealth transfer strategies, spanning estate and gift tax, closely held business and succession planning, and asset protection...
JCW Group-Tampa
and client implementation
• Analyze investment portfolios and provide client-facing investment insights
• Advise on alternative investments and placement processes
• Assist with sophisticated estate planning strategies
• Develop client presentation materials...
Jackson National Life Insurance Company-Tampa
years in financial sales, estate planning, legal practice, or related consulting
• FINRA SIE and FINRA Series 6 or 7
• Ability to communicate clearly in verbal and written form and strong analytical skills
• Limited travel may be required
• strong...
Equitable Advisors-Tampa
the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
Responsibilities...
COR Financial Partners-Tampa
and risk tolerance.
• Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay up to date...
workable.com -
OMNI Financial Services-Tampa
of integrity and reliable, time-tested strategy. We deliver sophisticated, fee-based financial planning, retirement planning, wealth management, asset protection, estate planning and more.
Additionally, we own a business solutions consulting firm that enables...
Registered Investment Advisors, LLC-Tampa
informed financial decisions.
Role Description
• This is an opportunity for
T
• Tax Preparers
• Accountants
• Estate Planners
• Real Estate Salespersons
• Insurance Agents
• Benefits Professionals
• Retired professionals
If you’re a professional...
Pathway Talent Partners-Tampa
estates, closely held businesses, investments, and other sophisticated ownership structures.
• Develop and evaluate forward-looking tax and wealth-planning strategies that align with clients' personal, business, investment, estate, and legacy goals...
TalentLink Solutions-Tampa
investments, insurance, tax, and estate planning considerations
• Prepare client reports, financial summaries, and presentation materials to support planning conversations and recommendations
• Proactively respond to client questions and service needs...
TOP Jewish Foundation-Tampa
Required Qualifications
• Bachelor's degree.
• Three to seven years of progressively responsible experience in philanthropy, planned giving, nonprofit leadership, financial services, wealth management, estate planning, legal practice, and/or a related...
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