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estate planning in Sarasota

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  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...

  2. Advanced Financial Sales Consultant at Allstate Insurance

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

  3. Regional Stewardship Representative - Southwest (Dallas, TX) at Moody Bible Institute

    Maintain a working knowledge of fundraising best practices, including gift and estate planning. Broad knowledge of tax laws that impact charitable giving,...

  4. Retail Vice President at talentRISE

    Program management, financial planning and management. Significant experience (10 years) of running large retail estate i.e. upto 500 stores, accompanied by a...

  5. Advisory Services Senior - Financial Services Office - Performance Improvement - Operations Improvement Wealth Asset Management at EY

    Program/project management and implementation planning (PMO). Hedge funds, private equity, real estate and asset servicing....

    Ads
    1. WM Fiduciary Adv Spec (Lo) 2

      Job Title:WM Fiduciary Adv Spec (Lo) 2Job ID Number:5202279-1Location:Sarasota,FLJob Description:Job Description This position will focus on philanthropic business development and philanthropic account management. Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, charitable and financial planning to serve ...

    1. Specialty Leasing Agent - University Town Center & International Plaza at The Taubman Company

      Coordinating with Tenant Coordination, Planning and Design, etc. for the planning and design of new/modified RMU, Kiosk and Vending locations....

    1. Market Center Administration

      Keller Williams Realty is seeking a dynamic leader to join our real estate office as our Market Center Administrator (CFO). Are you a good decision maker and a natural leader with good attention to detail? We are looking for a dedicated professional to help grow and operate our Market Center (office). The right person will be passionate about helping to lead the organization to meet higher ...

    1. Realtor/Sales Associate at Golf Life Properties

      Real Estate License Required. Golf Life Properties real estate professionals are lifestyle enhancing trusted advisors....

    1. Probate, Trusts & Estates Legal Assistant

      #905 – Sarasota - Probate, Trusts & Estates Legal Assistant.  National law firm seeks Legal Assistant with 3-5+ years of experience in probate, trust and estate planning matters.  Daily responsibilities in this role include:  drafting correspondence and pleadings, coordinating the work of various clients serving as personal representatives, trustees, and guardians, drafting of Wills and ...

    1. Commercial Leasing Agent at Commodore Realty, Inc.

      Commercial Real Estate Leasing:. Commodore Realty is a full-service Real Estate company that offers commercial leasing, property management, brokerage and real...

    1. WM Fiduciary Adv Spec (Lo) 2

      Job Title:WM Fiduciary Adv Spec (Lo) 2Job ID Number:5202279Schedule Type:Reg-TimeWork Hours:40Location:Sarasota,FLQualifications:Job Description This position will focus on philanthropic business development and philanthropic account management. Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, charitable and ...

    1. Workplace Strategy Director at Knoll, Inc.

      Analyze workplace and corporate real estate patterns. Bachelor’s degree required preferably with an emphasis in Architecture, Planning, Design or Organizational...

    1. Entry Level Sales Advisor

      Entry Level Account ManagerARE YOU READY TO BEGIN YOUR LAST CAREER?USHA Career Training:In the classroom, and in the field, our most accomplished sales professionals will teach you their time-tested formulas that lead to their direct sales excellence. Cross-selling, referral networking, and benefit package sales are some examples of the professional mentoring you will receive.Making a ...

    1. Senior Corporate Counsel at The Andersons, Inc.

      Incumbent advises operating and administrative managers in their planning regarding the implications of the law as they may affect those plans....

    1. Sales Manager - Account Executive

      Sales Manager - Account ExecutiveNowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement ... because nowhere else in America will you find a company that is more committed to your success than USHEALTH Advisors. As a Career Advisor for USHA, you will work directly with Americas self-employed, small business owners and individuals ...

    1. Remote Independent Financial Advisor at Investment Professionals, Inc.

      Financial Advisors at IPI have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds,...

    1. Licensed New Home Sales Associate

      A local home builder is looking for a dedicated, driven professional with a keen sense for understanding the customer. Must be persuasive, creative and motivated, possess excellent prospecting, listening, negotiation, and closing skills, and be adept at competitive analysis. Must possess an active real estate license.A resume is required to apply for this position.Requirements:Florida Real ...

    1. Service Superintendent at WPM Real Estate Management

      Work closely with the Property Manager on budgetary planning and equipment life cycle planning. Oversee preventative/corrective maintenance on all equipment,...

    1. Insurance Benefits Advisor

      Insurance Benefits AdvisorMaking a DifferenceOur advisors make a real difference in people’s lives. Our trusted advisors planning can impact, and protect, families for generations. We pride ourselves on being a unified company who share our values of commitment and dedication with our customers. As a result of the current economic conditions, our clients are looking for viable alternatives to ...

    1. Vice President, Corporate Accounts at Genesee & Wyoming Inc.

      Must have proven track record demonstrating entrepreneurial ability, strategic planning and project management skills....

    1. Entry Level Account Manager

      Entry Level Account ManagerARE YOU READY TO BEGIN YOUR LAST CAREER?USHA Career Training:In the classroom, and in the field, our most accomplished sales professionals will teach you their time-tested formulas that lead to their direct sales excellence. Cross-selling, referral networking, and benefit package sales are some examples of the professional mentoring you will receive.Making a ...

    1. Pricing & Profitability Analyst at Santander Bank

      Management and business planning. Estate (CRE), and Global Banking & Markets (GBM) leadership teams to establish....

    1. Administrative Assistant - Receptionist

      Ruoff Home Mortgage is looking for an experienced receptionist/ administrative assistant for the front desk at our growing Sarasota, FL branch.Must be professional, personable, have great attendance, minimum 1 year front desk and multi-phone experience, self-motivated, good work history/job time, high energy, multi-tasker.Looking for 1 full-time candidate from 8:30am-5pm.  Position Summary ...

    1. Tax Partner-Orlando, FL in , at VALiNTRY Services

      Strong Tax Partner who loves planning. Manage a client base potentially consisting of corporations, partnerships, trusts, estates, and individuals....

    1. Probate, Trusts & Estates Legal Assistant

      #905 – Sarasota - Probate, Trusts & Estates Legal Assistant.  National law firm seeks Legal Assistant with 3-5+ years of experience in probate, trust and estate planning matters.  Daily responsibilities in this role include:  drafting correspondence and pleadings, coordinating the work of various clients serving as personal representatives, trustees, and guardians, drafting of Wills and ...

      1. Sales Director - OCS at Mars

        Corporate real estate). They will collaborate with key individuals at all levels within the distributor model to gain a full understanding of their needs,...

      2. Vice President, Enterprise Sales and Business Development Origination Solutions at Altisource

        ASPS), a leading provider of mortgage, financial and technology services for the real estate industry. Proactively leads a joint company-strategic account...

      3. Sales and Marketing at Noveda Technologies, Inc

        Develop and execute an annual sales plan with weekly/monthly sales forecast and account planning. Education (K-12, universities), government (federal, state and...

      4. Intern, Community Planning & Design at Regional Plan Association (RPA)

        Researching existing real estate uses throughout New York on a neighborhood level. Candidates should be recent graduates or current students in a Master’s...

      5. 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....