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estate planning in Charlotte

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  1. Tax Manager (Private Wealth) at International Tax Search

    You will be dealing with high net worth clientele and their closely held businesses, be responsible for providing detailed consultation services and interfacing...

  2. Trading\Service Rep 2 at Wells Fargo

    Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both...

  3. Institutional Retirement and Trust Transition Consultant Project Leader at Wells Fargo

    Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both...

  4. Gift Planning Regional Advisor (Major Gift) at American Bible Society

    Knowledge of planned giving vehicles, tax, financial, and estate planning concepts Education and/or Training....

  5. Litigation Administrative Assistant at Robinson Bradshaw

    Job Functions at the request of attorneys, staff and/or managers: GENERAL ADMINISTRATIVE RESPONSIBILITIES (ALL PRACTICE AREAS) · Prepare, edit and

    Ads
    1. Need Experience? Start in Sales & Marketing - Entry Level w/ Training

      Are you ready to get your career started, or perhaps just ready for a career change?We are one the fastest growing sales & marketing companies in the area. We are looking for recent graduates and MOTIVATED professionals willing to grow with our company to fill some of our Entry-Level positions in Marketing & Sales Sounds great, but you don’t have any previous sales & marketing experience? No ...

    1. Director, Strategy & Business Development at Asante

      Work closely with Asante Physician Partners leadership in the planning of practice acquisition. Collaborate with the Real Estate team to plan and monitor...

    1. Maintenance Manager

      Role Overview The role of the Service Manager is like duct tape – you serve multiple purposes and can fix anything! You are part administrator, part handyman/woman, part educator, and part customer service superstar! What You Should Know in Advance Commitment and patience are key characteristics you'll need. 70% of the job is office/report/vendor work – if you're just looking for ...

    1. Advanced Financial Sales Consultant at Allstate Insurance

      Knowledge of Advanced Sales market included retirement Q/NQ plans, estate plans, business planning, tax code, etc....

    1. Business Support Consultant 3

      Job Title:Business Support Consultant 3Job ID Number:5259279-1Location:Fort Mill,SCJob Description:Job DescriptionOur foundation for success can be summarized in three beliefs:Our product is service.Our value added is financial advice and guidance.Our competitive advantage is our people. It all begins with outstanding talent.In Wells Fargo's Consumer Lending Group (CLG), we've built our team ...

    1. Project Staff Member Service Representative (Full-Time or Part-Time) - Djibouti at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Bilingual Leasing Consultant

      Role Overview The role of a Leasing Consultant is 1/3 salesperson, 1/3 advisor, 1/3 administrator. You have to sell your community, but you have to do it by listening and adapting to the needs of your customers. You're the community's cheerleader, leasing rock star, and customer service champion! What You Should Know in Advance The work is fast-paced with lots of unplanned ...

    1. Member Service Representative (Part-Time) - Guantanamo Bay at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Leasing Consultant

      Role Overview The role of a Leasing Consultant is 1/3 salesperson, 1/3 advisor, 1/3 administrator. You have to sell your community, but you have to do it by listening and adapting to the needs of your customers. You're the community's cheerleader, leasing rock star, and customer service champion! What You Should Know in Advance The work is fast-paced with lots of unplanned ...

    1. Director, Resource Development Club Consulting at Boys & Girls Clubs of America

      Formal training in estate planning and planned giving required. Of intestacy laws, federal estate tax, federal income tax and state inheritance taxes, and...

    1. Maintenance Manager

      Role Overview The role of the Service Manager is like duct tape – you serve multiple purposes and can fix anything! You are part administrator, part handyman/woman, part educator, and part customer service superstar! What You Should Know in Advance Commitment and patience are key characteristics you'll need. 70% of the job is office/report/vendor work – if you're just looking for ...

    1. Member Service Representative (Part-Time) - Rota at Navy Federal Credit Union

      Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

    1. Accounting Governance & Oversight Consultant 1

      Job Title:Accounting Governance & Oversight Consultant 1Job ID Number:5259049-3Location:Charlotte,NCJob Description:Job Description Let’s talk about building a rewarding career You’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse lines ...

    1. Associate Chief Information Officer for Enterprise Infrastructure and Operations at General Services Administration

      Demonstrated experience in leading, planning, implementation and maintenance of an enterprise-wide IT infrastructure operation;...

    1. Operational Risk Manager 3

      Job Title:Operational Risk Manager 3Job ID Number:5259017-4Location:Fort Mill,SCJob Description:Job DescriptionOur foundation for success can be summarized in three beliefs:Our product is service.Our value added is financial advice and guidance.Our competitive advantage is our people. It all begins with outstanding talent.In Wells Fargo's Consumer Lending Group (CLG), we've built our team of ...

    1. Principal - Real Estate & Construction at Skoda Minotti

      The Principal in Real Estate & Construction is responsible for tax planning, compliance, consulting, project/task management, engagement management, supervision...

    1. Financial Consultant 5 Intraday Liquidity Analyst

      Job Title:Financial Consultant 5 - Intraday Liquidity AnalystJob ID Number:5258844-2Location:Charlotte,NCJob Description:Job Description Let’s talk about building a rewarding career You’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse ...

    1. Java Engineer at Connections of New York

      We are planning on a complete architecture overhaul. We bring together the most prestigious international dealers of antiques, fine art, estate jewelry, vintage...

    1. Business Applications Analyst 4

      Job Title:Business Applications Analyst 4Job ID Number:5258427-1Location:Fort Mill,SCJob Description:Job DescriptionWells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision - and design every product and service - with our customers in mind.It starts with you. We must ...

    1. Northeast Tax Financial Services Manager at PricewaterhouseCoopers LLC

      Real Estate advises a broad array of real estate owners, developers and investors, including publicly traded REITS, institutional real estate funds managed by...

    1. Bankruptcy Analyst 1

      Job Title:Bankruptcy Analyst 1Job ID Number:5256004-1Location:Fort Mill,SCJob Description:Job DescriptionOur foundation for success can be summarized in three beliefs:Our product is service.Our value added is financial advice and guidance.Our competitive advantage is our people. It all begins with outstanding talent.In Wells Fargo's Consumer Lending Group (CLG), we've built our team of top ...

    2. Commercial Mortgage Credit Analyst 1 (Small Loan Asset Manager)

      Job Title:Commercial Mortgage Credit Analyst 1 (Small Loan Asset Manager)Job ID Number:5257048-1Location:Charlotte,NCJob Description:Job Description GSE Servicing and Asset Management monitors, analyzes, tracks and reports loan and property performance on a portfolio of loans secured by multifamily properties for Government Sponsored Enterprise (GSE) investors, including Fannie Mae and ...

    3. Group Property Project Mgr 1

      Job Title:Group Property Project Mgr 1Job ID Number:5223181-6Location:Charlotte,NCJob Description:Job DescriptionResponsible for leading the property management of retail stores, in-footprint Specialty Office locations (i.e. Wells Fargo Advisors, Wells Fargo Home Mortgage), and other locations supporting the Mid-Atlantic Region at one of the country’s leading financial institutions. Total ...

    4. Real Estate Investment Student/Marketing Representative

      Seeking only self-motivated individuals that believe in their own success!Commissions Earnings $120,000 - $250,000+Are you seeking financial independence and career stability? Do you have a desire to attain a passive level of income? Have you had the desire to be a true entrepreneur?If your answer to any of these questions is “Yes”, then this may be the opportunity for you!As an Independent ...

    5. BART Business Initiatives Manager

      Job Title:BART Business Initiatives ManagerJob ID Number:5256812-4Location:Charlotte,NCJob Description:Job Description The BSA/AML Remediation Team (BART) is focused on execution of remediation action plans responsive to OCC matters with non-negotiable actions and timelines. The BART team provides direct oversight and management of the project delivery framework, communications, governance, ...

    6. Administrative Assistant

      Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train and supervise lower-level clerical staff.1. provide technical support to computer users2. train workers in use ...

    7. Life Insurance Field Underwriter Make Over 115K First Year

      This is a leads driven, in home, commission only sales position. We are looking for self driven and motivated sales people. If you have a business owner or entrepreneurial spirit we would welcome an interview with you. We have found that candidates with the following backgrounds, have seen success faster than other professional backgrounds because of the similarity in sales systems. * Home ...

    8. CFO - REIT - Charlotte, NC

      Our client is the leading not-for-profit student housing organization in the US and has a matrixed, non-hierarchical management structure. The company’s staff has decades of experience in higher-education residence development and management. RESPONSIBILITIES The Senior Vice President for Finance and Chief Financial Officer (SVP/CFO) is a newly created position and s/he will be the ...

      No PartTime
      No Contract
      No Internship
      No Freelance
      No Telecommute

    9. Operational Risk

      Job Title:Operational RiskJob ID Number:5253086-1Location:Charlotte,NCJob Description:Job DescriptionThe Wells Fargo Investment Portfolio (IP) is a newly created group which was formed to bring all of the firm’s investment portfolios under combined leadership. IP manages investment grade and high yield debt securities, bank debt, and other credit investments. The group leverages Wells Fargo's ...

    10. Accountant 5

      Job Title:Accountant 5Job ID Number:5216707-3Location:Charlotte,NCJob Description:Job Description You’ve got the passion. You’ve got the skills. Now you just need the right opportunity. At Wells Fargo, you’ll have the chance to join a team of smart and talented people who share the same values. Our diverse lines of business offer a world of opportunity to expand your capabilities and advance ...

      1. construction project manager - Store Development, St Louis or Kansas City, MO at Starbucks

        Budgeting and planning (4 years). Conducting financial analysis, budgeting and planning for construction projects....

      2. Member Service Representative (Part-Time) - Naples at Navy Federal Credit Union

        Basic organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by Navy...

      3. Coordinator, Corporate Store Planning and Development at The Estee Lauder Companies

        *Coordinator, Corporate Store Planning and Development**. Maintaining a strong working relationship with the brands, Corporate Real Estate and Finance,...

      4. Vice President, Branch Manager - Leesburg, VA at Charles Schwab

        Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial...

      5. Financial Specialist at AgChoice Farm Credit

        Assist with planning and coordinating a wide range of customer events and promotional activities in the branch territory....