Title Senior Wealth Strategist - **Members Only** Job Responsibilities As a Senior Wealth Strategist within the Private Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those with...
The following jobs are no longer active but were real openings previously posted by employers.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.
Information: The salary for this position ranges from $80,000 to $120,000 per year, depending on experience and qualifications. Bank of America also offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Job Title: Senior Trust Officer Experience Information: Minimum of 5 years of trust administration and estate planning experience preferred. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 m... 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Note: This job is no longer active.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
Title: Senior Trust Officer Location: Winter Park, Florida Experience: Minimum 5 years of trust administration and estate planning experience preferred Salary: Competitive and based on experience At Bank of America, we strive to make a positive impact on our clients' financial lives through our dedicated team and strong connections. Our focus on Responsible Growth drives our company's success, and we are committed to creating a diverse and inclusive workplace for ou... 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Note: This job is no longer active.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
to work in a fast-paced environment Salary: The salary for this role is commensurate with experience. Wealth Management, Trust & Estates, Estate Administrator - VP . Morgan's Global Trusts & Estates Practice is looking for a VP Estate Administrator to join its team. This is an integral part of the services we offer to clients, and it is important that our Trusts and Estates services are delivered by the most capable people, with technical... 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
Information: The estimated salary for a Wealth Management, Trust & Estates, Estate Administrator - VP is approximately $130,000 per year. ## Summary JPMorgan Chase & Co. is a leading global financial services firm offering a variety of services to high net worth individuals and families. The Global Trusts & Estates Practice is an integral part of the services offered to clients, and the Estate Administrator’s role is to support the Estate Officer and partner... 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
excellent verbal, written and presentation skills • excellent client relationship management skills • comfortable with working in a fast-paced, evolving environment • strong analytical and problem-solving skills • ability to work independently and as part of a team • CFP or ChFC preferred # Associate Wealth Strategist ## Job Description We are looking for an Associate Wealth Strategist to join our Global Wealth Management team. The ideal candidat... 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
Officer - Executive Director . Morgan is seeking an Estate Officer with a minimum of 7 years of experience focused in the Trusts & Estates business to join the Global Trusts & Estates Practice. The successful candidate will be responsible for overseeing the administration of estates and trusts, analyzing wills and trust documents for legal, tax, administrative and investment issues, and developing relationships with beneficiaries and advisors. Responsibilities... 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
strong verbal and written communication skills, with the ability to present complex financial and legal concepts to clients and their advisors in a clear and concise manner • ability to multi-task, work independently and manage multiple client relationships • excellent organizational, problem-solving, and analytical skills • ability to work under pressure and meet deadlines • ability to work in a team environment and collaborate with other professionals • pro... 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
ability to build relationships and collaborate with other team members, clients and external advisors • ability to work independently as well as part of a team • strong organizational skills and the ability to manage multiple tasks, prioritize and meet deadlines • strong written, verbal and presentation skills • knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) ## Associate Wealth Strategist ### Job Overview Company is looking for an Ass... 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
ability to work independently and as part of a team • excellent verbal and written communication skills • excellent organizational and analytical skills • experience using Microsoft Office (Word, Excel, PowerPoint and Outlook) • ability to quickly learn proprietary software applications • experience with Thomson Reuters Wealth Management platform and/or other estate planning software is a plus # Associate Wealth Strategist ## Job Reference # 279724BR... 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
#LI-Remote ## Senior Legal Counsel - Wealth Management Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. They are proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to their enduring principles of service, expertise, and integrity. With more than 130 ye... 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