Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
Title: Tax Director - Private Client Services Job Responsibilities: As a Tax Director within the Private Client Services practice, you will be at the forefront of managing and overseeing client service teams on various engagements. Your responsibilities will include: - Conducting secondary review...
The following jobs are no longer active but were real openings previously posted by employers.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 Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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Note: This job is no longer active.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 Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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 Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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
Advanced Planning Lead The candidate's responsibilities include: Will develop, guide, and implement customized Wealth Enhancement, Wealth Transfer, Wealth... Protection, and Charitable Giving... recommendations for ultra-high net worth clients; Develop and implement custom cash flow model scenarios; Create written, customized advanced planning proposals for prospective clients; Discuss cash flow model and plan recommendations in client review meetings and regular calls; Critically... 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 Financial Planner Duties: As a Senior Financial Planner you will develop, guide, and implement customized Wealth Enhancement, Wealth Transfer, Wealth... Protection, and Charitable Giving... recommendations for ultra-high net worth clients. Develop and implement custom cash flow model scenarios. Create written, customized advanced planning proposals for prospective clients. Discuss cash flow model and plan recommendations in client review meetings and regular calls. Critical... 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 Planning Specialist Duties: As the Estate Planning Specialist you will develop, guide, and implement customized Wealth Enhancement, Wealth Transfer, Wealth... Protection, and Charitable Giving... recommendations for ultra-high net worth clients. Develop and implement custom cash flow model scenarios. Create written, customized advanced planning proposals for prospective clients. Discuss cash flow model and plan recommendations in client review meetings. Critically examine e... 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
Advanced Estate & Business Planning Attorney The candidate should have strong computer, communication and writing skills. Must have Knowledge in life insurance, investments, transfer and income tax, legal,... estates and trusts, corporations, partnerships, qualified plans, and non-qualified plans, and designations such as JD, CPA, ChFC, CLU, Series 6 and 63, and insurance license, preferred depending on level.... 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
Manager - Industry Professional Duties: Manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning).... Research and draft technical tax memoranda on various tax issues for clients. Review and sign a variety of tax returns and serve as a subject matter expert when appropriate. Help others, and ready to lead a team of high-performing people.... 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 Relationship Manager The candidate... will work closely with a Private Wealth Advisor or Private Wealth... Advisor Team and partner... with Wealth Strategists assigned to the... market to further develop and service their client base by providing wealth planning consultative support. Will... help the PWA/team develop wealth transfer and estate planning... for the UHNW clients ($25mm+) to enhance client relationships, expand wallet share and acquire new clients. Should have know... 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
Director - Advanced Planning Responsibilities: Work directly with the Advanced Planning Department Lead to help develop, guide, and implement customized Wealth Enhancement, Wealth Transfer, Wealth... Protection, and Charitable Giving... recommendations for ultra-high net worth clients. Develop and implement custom cash flow model scenarios. Create written, customized advanced planning proposals for prospective clients. Discuss cash flow model and plan recommendations in client rev... 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