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Trusts And Estates Attorney Jobs in Wisconsin

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SPONSOREDJOB
Company
Anderson, O'Brien, Bertz, Skre...
Experience
Min 2 yrs required
Location
Stevens Point, WI
Posted Date
Aug 04,17
Info Source
Business and Estate Planning Attorney The candidate will work as part of a team to provide business and tax planning services to a varied client base. Must have 2+ years of experience working on business and tax matters. Should have strong academic credentials and excellent writing skills. read more
Company
Law Firm
Experience
Min 3 yrs required
Location
Milwaukee, WI
Posted Date
Aug 23, 17
Info Source
Employer
TRUSTS & ESTATES ASSOCIATE The candidate must have minimum of 3 years' experience in estate. Must have have experience in business succession. Will be planning and working with high net worth individuals with estate and gift tax planning needs. read more
Company
In-House
Experience
7-12 yrs required
Location
Neenah, WI
Posted Date
Aug 23, 17
Info Source
Employer
Sales Relationship Manager-Personal Trust Duties: Under limited supervision, responsible for business development and administration of assigned Personal Trust accounts, as well as other types of Trust Department accounts as assigned. Responsible for the development and expansion of low and high level relationships for existing high net worth clients leading to the growth of assets and revenues under their administration through successful account retention and sales to bo... read more
Company
In-House
Experience
Min 10 yrs required
Location
Madison, WI
Posted Date
Aug 20, 17
Info Source
Employer
High Net Worth Tax Director The candidate will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas. Consult, work with, and service clients to make... read more
Company
In-House
Experience
Min 10 yrs required
Location
Milwaukee, WI
Posted Date
Aug 20, 17
Info Source
Employer
High Net Worth Tax Director The candidate will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas. Consult, work with, and service clients to make... read more
Company
In-House
Experience
Min 10 yrs required
Location
Madison, WI
Posted Date
Aug 20, 17
Info Source
Employer
Private Wealth Advisor Director Duties: Act as the primary point of contact for the prospect and client relationship. Attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific needs. Utiliz... read more
Company
In-House
Experience
Min 10 yrs required
Location
Milwaukee, WI
Posted Date
Aug 20, 17
Info Source
Employer
Private Wealth Advisor, Director The candidate will act as the primary point of contact for the prospect and client relationship. Lead and manage prospect opportunities and client relationships and coordinate an integrated team of subject matter experts to craft and execute creative solutions for the client. Effectively expand client relationships to grow revenue to achieve sales targets through increasing company’s share of wallet through the acquisition of increased in... read more
Company
In-House
Experience
Min 10 yrs required
Location
Milwaukee, WI
Posted Date
Aug 14, 17
Info Source
Employer
Private Wealth Management Personal Trust Relationship Manager Duties: Responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Provides expert advice and counsel in the area of personal trust products and services. Provides high level customer service to customers, attorneys, and beneficiaries relating to these account... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
Portage, WI
Posted Date
Aug 09, 17
Info Source
Employer
Associate Attorney The ideal candidate should have 3+ years of experience as a practicing attorney and be interested in becoming an active member in the Portage community. Must be a member of State Bar of Wisconsin. Deadline: August 25th. read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Madison, WI
Posted Date
Jul 27, 17
Info Source
Employer
Well-established **MEMBERS ONLY**SIGN UP NOW***. on Madison’s East side seeks an attorney to join its family law, estate and trust litigation, estate planning and elder law practice. The ideal candidate will have a minimum of five years’ experience, with a book of business in these areas or related areas, and the desire to work for a small firm. Litigation experience required. Please reply with a cover letter describing relevant experience, resume, and salary requirements by clicking ... read more
Company
Law Firm
Experience
Min 1 yrs required
Location
Neenah, WI
Posted Date
Jul 26, 17
Info Source
Employer
Attorney The candidate will build a practice in: estate planning, probate and elder law, general business, real estate, and tax. Will advise a wide range of clients, including individuals, small business owners, and high-net worth clients on a variety of legal matters. Should have related experience and/or an undergraduate degree in Business/Finance/Accounting/Tax or similar. read more
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