of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on... audit, tax compliance, and planning to enhance...
Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......
The following jobs are no longer active but were real openings previously posted by employers.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.
Associate Wealth Strategist II Duties: Under... general direction, gain knowledge, practical experience and skills in handling all aspects of relationship management and financial planning. Serves as an internal resource on estate planning, tax planning, philanthropy and cash flow/retirement planning for the firm’s high net worth clients. Work directly with Senior Wealth Strategists to support their... client facing work. This includes: The hands-on development of sophisticated fi... 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Note: This job is no longer active.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 - Executive Director,... Wealth Planning & Advice The... candidate will work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as... a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field leadership and Pr... 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 - Executive Director,... Wealth Planning & Advice Responsibilities:... Work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as... a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field leadership and Pra... 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
Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including 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
Estate Settlement Assistant II Duties: Will provide administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust We... 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
Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently,... but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including 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
Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Performs tasks... consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust Web and PACE transactions. Will coordinate with internal partners as directed (for example T... 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
Associate, Personal Financial Services The candidate will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by individual high net worth clients. Should have Bachelor's degree in Accounting [provided all of the minimum requirements are met for CPA licensure per respective state regulations]. Must have 3+ years of experience. Should be a Certified Public Accountant [or commitment to pass CPA exam before being promoted to Manager and... 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
Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... 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 and Institutional Client Advisor Responsibilities: Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes... in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the client... 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