Senior Wealth Strategist - Tax
Minneapolis, Minnesota
Job Description What is the opportunity? The purpose of this position is to provide subject matter expertise, strategic guidance and comprehensive observations focused on the taxation related to individual, estate, business, trust, charitab...
8d
| Job Type | Full Time |
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
Fort Worth, Texas
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outs...
9d
| Job Type | Full Time |
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
Dallas, Texas
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outs...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
East Peoria, Illinois
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Phoenix, Arizona
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Dallas, Texas
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Leawood, Kansas
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Champaign, Illinois
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Edwardsville, Illinois
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |
Trust & Estate Settlement Advisor
Peoria, Illinois
Position SummaryThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the manageme...
9d
| Job Type | Full Time |