We have other current jobs related to this field that you can find below
-
Estate Planning Specialist
3 months ago
Plano, United States Fisher Investments Full timeOverview Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher...
-
Commercial Real Estate Asset Management Specialist
19 hours ago
Plano, Texas, United States Capital One Full timeJob SummaryThe Asset Manager II is a critical role within Capital One's Commercial Real Estate team, responsible for the daily oversight and management of assigned multifamily loan portfolios. This position requires a subject matter expert with a strong analytical background, excellent communication skills, and a keen eye for risk mitigation.Key...
-
Client Support Specialist, Commercial Servicing
3 months ago
Plano, United States Altisource Portfolio Solutions, Inc. Full time**Client Support Specialist, Commercial Servicing** * Plano, TX, USA * Employees can work remotely * Full-time **Company Description** **Job Description** **Responsibilities:** * Responsible for the supporting clients who use the REALSynergy Commercial Real Estate Mortgage Loan Servicing System and associated products * Must be able to understand and...
-
VP of Real Estate Development
2 weeks ago
Plano, United States Intuitive Health Full timeJob DescriptionJob DescriptionLocation: Multi-state travel required, 25-50%, Remote based Position Overview:Intuitive Health currently partners with 15 health systems nationwide to roll-out the hybrid ER and Urgent Care model. There are dozens of additional partnerships in the pipeline. The Vice President of Real Estate Development plays a critical role...
-
Real Estate Sales Agent
3 months ago
Plano, United States The Brent Germany Team Full timeJob DescriptionJob DescriptionSalary: Commission OnlyJoin Our Growing Real Estate Team in North DFW!Are you a driven individual with a passion for real estate? Our team is expanding, and we're on the lookout for both new and experienced Real Estate Agents to join us in North DFW. With the potential to earn $100,000+ in your first 12 months, this...
-
Real Estate Agent Partner
2 months ago
Plano, United States The Brent Germany Team Full timeJob DescriptionJob DescriptionSalary: Commision based- $75,000+ We have an amazing opportunity to join our brokerage in Plano, TX. We're looking for an Agent Partner to join our top-performing real estate team. You'll assist our lead agents by showing properties, providing exceptional customer service, and contributing to the growth and success of...
-
Licensed Property Consultant
5 days ago
Plano, Texas, United States Mark Spain Real Estate Full timeJoin Our Leading Real Estate Team! Are you a licensed property consultant seeking a rewarding opportunity? At Mark Spain Real Estate, we pride ourselves on being a top-tier real estate team recognized nationally. We are currently looking for enthusiastic Buyer Representatives and Listing Representatives to enhance our dynamic team. Your primary...
-
Director I, Real Estate Production
2 weeks ago
Plano, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of...
-
Real Estate Administrator
1 month ago
Plano, United States Healthpeak Properties, Inc. Full timePOSITION RESPONSIBILITIES Healthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities of on-site outpatient medical property management. This person will assist in effectively implementing procedures, cost controls and policies; maintain good tenant and client/owner relations; assist property management team in...
-
Real Estate Administrator
1 month ago
Plano, United States Healthpeak Properties, Inc. Full timeJob DescriptionJob DescriptionPOSITION RESPONSIBILITIESHealthpeak is seeking a Real Estate Administrator to assist in directing and coordinating activities of on-site outpatient medical property management. This person will assist in effectively implementing procedures, cost controls and policies; maintain good tenant and client/owner relations; assist...
-
General Interest Application
1 month ago
Plano, United States NewPoint Real Estate Capital LLC Full timeNewPoint Real Estate Capital is a prominent commercial real estate finance company delivering lending solutions to investors of multifamily, affordable housing, seniors housing and healthcare properties nationwide. NewPoint leverages technology, data, capital, and the expertise of its industry-leading team to provide loan origination, servicing, execution...
-
Plano, Texas, United States Strategic Wealth Partners Full timeAbout Us: Strategic Wealth Partners is a distinguished independent financial advisory firm located in Dallas, Texas, boasting over 25 years of expertise in guiding clients through their financial journeys. Our focus is on achieving financial independence and retirement planning, utilizing a comprehensive approach that encompasses estate planning, financial...
-
Recruitment Specialist
5 days ago
Plano, Texas, United States American Communities Full timeJob OverviewAbout American Communities: American Communities is a family-owned real estate firm dedicated to revitalizing apartment complexes and transforming them into welcoming homes. Our distinctive approach to refreshing properties fosters vibrant, comfortable, and well-managed communities. We have been recognized multiple times as one of the 'Best...
-
Yardi Specialist
3 weeks ago
Plano, United States American Communities Full timeJob DescriptionJob DescriptionWhat is American Communities?: American Communities is a family-owned real estate company that focuses on revitalizing apartment communities and transforming them into homes. Our unique recipe for refreshing properties creates vibrant, comfortable, and excellently managed communities. We have also been nominated for "Best Places...
-
Plano, Texas, United States Strategic Wealth Partners Full timeAbout Our Firm: Strategic Wealth Partners is a distinguished independent financial advisory firm with a robust history of over 25 years in assisting clients on their financial paths. Our expertise lies in fostering financial independence and crafting retirement strategies, utilizing a comprehensive approach that encompasses estate planning, financial...
-
Leasing Consultant
1 month ago
Plano, United States Integrated Real Estate Group Full timeJob DescriptionJob DescriptionIntegrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to...
-
Leasing Consultant
1 month ago
Plano, United States Integrated Real Estate Group Full timeJob DescriptionJob DescriptionIntegrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to...
-
Leasing Consultant
7 days ago
Plano, United States Integrated Real Estate Group Full time $18Job DescriptionJob DescriptionIntegrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community, and excellence in all our endeavors. Be part of a team committed to building thriving spaces and enhancing lives. Apply now to...
-
Financial Services Client Support Specialist
3 weeks ago
Plano, United States Strategic Wealth Partners Full timeAbout Us: Strategic Wealth Partners is an independent financial advisory company based in Dallas, Texas, with over 25 years of experience guiding clients through their financial journeys. We specialize in financial independence and retirement planning, offering a holistic approach that includes estate planning, financial planning, and charitable planning....
-
Client Services Specialist
4 weeks ago
Plano, United States Public Storage Full timeJob DescriptionJob DescriptionCompany DescriptionPublic Storage is recognized as one of America’s Best Large Employers in 2022 by Forbes and our employees have also voted us as a Great Place to Work, having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.With more than 2,900 locations...
Estate Service Specialist
2 months ago
The Opportunity:
As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating
their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader.
The Day-to-Day: You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information
You will communicate with our Financial Planning team, Investment Counselors and Tax Managers
You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals
You will use your expertise in, and share your knowledge of estate planning for clients and internal partners
You will manage daily calls with clients and internal partners
Your Qualifications: 5+ years of experience working in the trust/estate planning field
Experience working on complex estates with an understanding of trusts
Experience handling sensitive materials and information
Experience building credibility and trust in a short amount of time
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care $10,000 fertility, hormonal health and family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
