Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Banking, Lending & Trust (BL&T) section of the Wealth &...
Job Title: Assistant General Counsel 2 - Consumer... & Marketing Job Responsibilities: The Assistant General Counsel 2 at the... company will serve as a trusted legal advisor, legal risk manager, and business partner, maintaining strong relationships with key internal clients. The role...
related to Special Needs Trusts for high net worth... (HNW) and ultra-high net worth (UHNW) clientele. The role involves the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offering solutions, and managing benef...
Title . Private Bank - Wealth Advisor - Executive Director Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve in a current or future fiduciary capacity. - Act...
The following jobs are no longer active but were real openings previously posted by employers.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.
a minimum of two to four years of general trusts and estates background with... experience in drafting wills, trusts and other related documents.... Knowledge of federal estate and gift taxes is required. Preferred candidates would have experience with... 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Note: This job is no longer active.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
Corporate / Securities Paralegal The candidate will assist with securities law matters and general corporate activities. Will assist... with documentation and closing for frequent stock offerings. Assist with the securities and other reporting obligations of a New York Stock Exchange listed company. Assist with preparation for Board meetings and minutes. Maintain subsidiaries including preparing annual meeting minutes, resolutions and officer records. Interface with all levels... 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
Corporate / Securities Paralegal The candidate will assist with securities law matters and general corporate activities. Will assist... with documentation and closing for frequent stock offerings. Assist with the securities and other reporting obligations of a New York Stock Exchange listed company. Assist with preparation for Board meetings and minutes. Maintain subsidiaries including preparing annual meeting minutes, resolutions and officer records. Interface with all levels... 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
Mortgage Attorney - Wealth Management The candidate will provide general legal counsel to HL&I... and Legacy Asset Servicing (LAS), as well as specific advice on products, services and certain legal actions. Will review legal contracts and documents. Directly, or through staff, conduct legal research. May represent the bank in legal actions. Provide legal support for Wealth Management residential mortgage business. Support areas could include Dodd Frank implementation and compl... 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
Mortgage Attorney - Wealth Management The candidate will provide general legal counsel to HL&I... and Legacy Asset Servicing (LAS), as well as specific advice on products, services and certain legal actions. Will review legal contracts and documents. Directly, or through staff, conduct legal research. May represent the bank in legal actions. Provide legal support for Wealth Management residential mortgage business. Support areas could include Dodd Frank implementation and compl... 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
Knowledge of FORVIS products, services, and capabilities Salary: The salary range for this position is $150,000 - $200,000. # Regional Wealth Strategist Private Client ## General Information **Name:** Regional... Wealth Strategist Private Client **Ref #:** 2228452 **Date Published:** Thursday, July 27, 2023 **City:** Charlotte **State:** North Carolina **Country:** United States **Job Category:** Tax **Office:** Charlotte NC **Adver... 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
Counsel III Duties: Will provide legal support to investment and fiduciary services lines of business in the areas of personal trust administration and investment, probate and general fiduciary law. Other responsibilities... include problem resolution, fiduciary litigation management, performing legal research, participating in inquiries/investigations, reviewing policies and procedures and monitoring legal developments.... 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 - Southeast The candidate will be responsible for providing advice, guidance and training to High Net Worth teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Responsible for providing early intervention on fiduciary problems, risk matters and client complaints. Serves as primary resource for comprehensive fiduciary and technical advice relating 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
Private Wealth Services Tax Managing Director The candidate will lead the practice and provide tax consulting services to clients. Will work with other professionals in Private Wealth Services and General Tax to build a... profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements. Plan, execute, direct, and complete tax projec... 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
Attorney - Private Bank Duties: Provides general legal counsel to AMGs... private banking businesses, as well as specific advice on products, services and certain legal actions. Reviews legal contracts and documents. Directly, or through staff, conducts legal research. May represent the bank in legal actions. Provides general legal counsel to .... Trust's fiduciary services, including legal support for trust, estate, and investment management account issues, addressing conflict... 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