as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Site Acquisition Specialist The candidate prepares candidate information reports related to leasing and land use viability. Prepares lease or other real estate agreements. Coordinates with or... supervises outside vendor partners, environmental engineers, architectural and engineering firms, engineers and drafting technicians, title search firms and others to ensure transactions close within defined timeframes. Identifies potential risk scenarios. Drafts and proofs recor... 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Note: This job is no longer active.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
General Counsel and Vice President ** 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Note: This job is no longer active.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
Entry Level Attorney – Part-time The candidate will counsel clients to create living trust documents customized to their needs (online). Review and approve living trust documents. Desired: Estate Planning; Trusts; Document Review;... Legal Advice. Must have Doctorate degree with license to practice law.... 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
Trust Officer Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1M in investable assets and support a book of accounts having an asset base of $200M+. On behalf of 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
Advisor II The candidate work within the Wealth Management division. The Client Advisor is responsible for relationship management and providing financial guidance and expertise to existing and prospective Wealth Management clients. Serving as a relationship manager and financial advisor, the Client Advisor II is the primary driver of sales for all Wealth Management services in the organization including Personal Trust, Investment Management, Individual Retirement Acc... 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 Wealth Strategist Duties: Serves as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely-held business entities, corporate executives, and private foundations. Partners with WMAs in the prospecting experience participating in all aspects of delivering the firm's d... 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 Manager Tax - Estates, Gifts, Trusts The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax... planning and compliance. Conduct research... using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive... growth for internally and externally. Work with internal leaders, managers; expand existing client relationships by understandin... 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 Manager Tax - Estates, Gifts, Trusts The candidate will be a key business advisor to high net worth clients and their respective business interests. As a manager, will lead our team in a variety of areas including technical expertise, staff development, client services and business development activities. Consult with high net worth clients on income tax, estate, trusts, and inheritance tax... planning and compliance. Conduct research... using Thomson Reuters Checkpoint, BN... 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
Chief Financial Planning Officer The candidate will... hire and manage key financial planners to cover various markets. Manage goals-based planning approach for all client-facing... advisors in the Wealth Group. Financial Planning Software and Technology Subject... Matter Expertise. Research financial planning technology platforms in the... marketplace and make recommendations on changes as needed. Create a culture of goals-based planning by implementing a financial... planning platform. 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
Wealth Management Advisor I The candidate will serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk... management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible... 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