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AAA Trust Advisor
4 weeks ago
Job Description We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various types of trusts and estates - Provide clients clear explanations and guidance on trust accounts and estate planning strategies - Review and interpret trust agreements and wills - Determine trust beneficiaries and distributions; execute investment and payout decisions - Manage communications with beneficiaries, executors, attorneys and other related parties - Work closely with investment advisors on developing and implementing investment plans - Stay current on trust, tax, and probate laws and regulation Requirements - Bachelor’s degree in Finance, Accounting or related field; JD degree a plus - At least 3 years of experience in trust or estate administration - In-depth knowledge of fiduciary and trust activities - Strong analytical thinker with excellent communication skills - CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred As a Trust Advisor with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to Katlynn.Covington@gogpac.com All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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American Automotive Association
3 weeks ago
Albany, United States AAA Northern California, Nevada & Utah Full timeJOB DESCRIPTIONWe call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. Why Work For Us?Great Pay - opportunity to participate in AAA...
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Professional Advisor II
2 weeks ago
Albany, New York, United States InsideHigherEd Full timeJob Title: Professional Advisor II Location: Albany State Rec. Location Regular/Temporary: Full/Part Time: Job ID: 266017 About Us Albany State University is a fully accredited senior unit of the University System of Georgia. Employees receive benefits provided by the University System of Georgia, including, but not limited to, medical and major medical...
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AAA PWM Client Service Associate
2 months ago
Albany, New York, United States gpac Full timePrivate Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support...
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AAA PWM Client Service Associate
4 weeks ago
Albany, New York, United States gpac Full timePrivate Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support...
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Block Advisors Tax Advisor_
15 hours ago
Albany, United States H&R Block Full time**517359BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...
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AAA PWM Client Service Associate
1 month ago
Albany, United States gpac Full timeJob Description Private Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate...
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AAA PWM Client Service Associate
4 weeks ago
Albany, United States gpac Full timeJob Description Private Wealth Management Client Service Associate Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate...
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Financial Advisor
1 month ago
Albany, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...
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Financial Advisor
4 weeks ago
Albany, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...
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Albany, United States Goldman Sachs Full timeThe Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial...
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Albany, United States The Goldman Sachs Group, Inc. Full timeIMPACT AND RESPONSIBILITIES Our Impact:The Goldman Sachs Private Family Office is designed to service the firms most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high net worth clients for more than thirty decade Analyst, Family, Wealth, Management, Financial Planning, Private, Banking, Business Services
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Senior Water/Wastewater Engineer
4 weeks ago
Albany, United States SourceOwls, LLC Full timeWe are seeking a Senior Engineer who will serve as both a technical lead and project manager for medium to large scale study, design, and construction projects involving water and wastewater treatment, storage, pumping and distribution/collection systems. Responsibilities: Become the trusted advisor to our established water and wastewater clients and...
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Locum Tenens Nurse Anesthetist
3 weeks ago
Albany, United States Caliber Healthcare Solutions Full timeJob DescriptionCaliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Albany, Oregon.Job Description & RequirementsSpecialty: AnesthesiaDiscipline: CRNAStart Date: 07/15/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: Locum TenensCRNA; Time to Acquire Privileges: 30-60 daysHealth Carousel Job ID...
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Locum Tenens CRNA
3 weeks ago
Albany, United States Caliber Healthcare Solutions Full timeCaliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Albany, Oregon.Job Description & RequirementsSpecialty: AnesthesiaDiscipline: CRNAStart Date: 07/15/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: Locum TenensCRNA; Time to Acquire Privileges: 30-60 daysHealth Carousel Job ID #26493. Posted job...
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Senior Water/Wastewater Engineer
3 weeks ago
Albany, United States SourceOwls, LLC Full timeWe are seeking a Senior Engineer who will serve as both a technical lead and project manager for medium to large scale study, design, and construction projects involving water and wastewater treatment, storage, pumping and distribution/collection systems. Making sure you fit the guidelines as an applicant for this role is essential, please read the below...
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Sales Associate
2 months ago
Albany, United States VMware Full time**Sales Associate - Spanish and Portuguese speaking** CAROUSEL_PARAGRAPH * No * Barcelona, ESP * Inside Sales * R2200854 ** Share Job** mail_outlineGet future jobs matching this search or ** Job Description** This position provides a unique career opportunity to be the driver between the channel business, working directly with partners and with...
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Senior Software Engineer II
3 weeks ago
Albany, United States Cleo Full time**Senior Software Engineer II** at Cleo (US) Remote Cleo is a cloud integration technology company focused on business outcomes. Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting...
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Sales Associate
2 weeks ago
Albany, United States VMware Full time**Sales Associate - Spanish and Portuguese speaking** CAROUSEL_PARAGRAPH * No * Barcelona, ESP * Inside Sales * R2200854 ** Share Job** mail_outlineGet future jobs matching this search or ** Job Description** This position provides a unique career opportunity to be the driver between the channel business, working directly with partners and with...
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Senior Wastewater Engineer
2 months ago
Albany, United States Robert Maddox Full timeJob Description Job Description has an established presence in the northeast region. This Senior Engineer will serve as both a technical lead and project manager for medium to large scale study, design, and construction projects involving water and wastewater treatment, storage, pumping and distribution/collection systems. Responsibilities: Become the...
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Bilingual Juvenile Counselor
1 month ago
Albany, United States Merraine Group, Inc. Full timeBe A Hero Every Day! Are you ready for a professional adventure that’s both fulfilling and enjoyable? Do you want to do rewarding work that’s more than just a job? As a Youth Care Worker, you’ll make meaningful connections with incredible kids every day! You’ll become a mentor and trusted advisor to refugee teens taking the next steps in their...