Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Associate, Business Tax Services - Private Enterprise **Members Only** is seeking a Senior Associate to join their dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to owners and senior executives of the...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Trust Officer The candidate, under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Provide early intervention on fiduciary problems and risk matters. Serve as primary resource for c... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as pri... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth / Estate Planning Attorney The candidate will be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Managing the end-to-end advisor and client experience of ARC Resources. Coordinating comprehensive and integrated planning across teams of ARC specialists, and across read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth/Estate Planning Attorney The candidate will be helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Managing the end-to-end advisor and client experience of ARC Resources. Coordinating comprehensive and integrated planning across teams of ARC specialists, and across read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Vice President/Executive Director Duties : Act as the primary client contact for all Family Office services across a dedicated book for PWMs most strategic clients. Oversee and manage all non-investment related aspects of the client, including, but not limited to estates and trusts, real estate, financial holdings.... Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting s... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Legal Editor - Trusts & Estates Attorney The... candidate will take on a leadership role for the Practical Law Trusts & Estates service in... California, driving content planning and development of new resources for California attorneys. Develop, write and edit a wide variety of know-how and current awareness resources on trusts and estates matters (including... practice guidance notes, standard documents, checklists, and legal updates) for practicing attorney-subscribers, wit... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax, Trust & Estate Strategist Position Summary The Director, Tax, Trust & Estate Strategist is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. This position requires the ability to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial a... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Strategic Advisor position at Brown Advisory in San Francisco, CA is a full-time role that requires a JD or CPA and at least 10 years of experience in wealth management and strategic planning. The successful candidate will have a strong background in estate planning, tax planning, and business advisory, as well as experience working with high-net-worth individuals and entities. They will also possess excellent communication and presentation skills, along with the ability... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Private Wealth Management The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here