AMG NATIONAL TRUST Jobs

AMG NATIONAL TRUST

Banking | VIRGINIA BEACH, VA | 96 followers

AMG NATIONAL TRUST Overview

WEBSITE amgnational.com
HEADQUARTERS VIRGINIA BEACH, VA
SIZE 50 - 100
FOUNDED 1972
CEO DAVID BERGREN
REVENUE $10M - $50M
INDUSTRY Banking
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About AMG NATIONAL TRUST

AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.

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Financial Counselor Associate at AMG NATIONAL TRUST

Englewood, CO | Full Time
$78k-95k (estimate)
6 Months Ago

Trust Administrator at AMG NATIONAL TRUST

Virginia, VA | Full Time
$57k-70k (estimate)
7 Months Ago

Tax Manager - Private Client Returns at AMG NATIONAL TRUST

Greenwood, CO | Full Time
$111k-137k (estimate)
11 Months Ago
POSITION – TAX MANAGER. REQUIREMENTS. Bachelor’s degree in Accounting or related field- Advanced degree preferred. Licensed CPA or Law Degree. Five to eight years tax experience, with emphasis on high income, high net-worth individuals with complex tax situations. Experience building and managing prospective and existing client relationships. Proficient in Microsoft Word and Excel. Familiarity with tax preparation and bookkeeping software. Experi...

Financial Counselor Associate at AMG NATIONAL TRUST

Greenwood, CO | Full Time
$77k-95k (estimate)
0 Months Ago
Education / Experience Requirements. Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax. Preferred designations: MBA, CFA, CFP, or CHFC. Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment. Knowledge and Skills Requirements. Desire to establish new relationships and build business. Advanced knowledge of financial counseling, including financial secur...
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