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Elder Trust Staff Attorney
Duties: Provide high quality,... comprehensive legal services in civil matters to seniors. Interview and advise clients in person and over the telephone, establishing rapport and good working relationships. Research and analyze the law in applicable areas...
Candidate will meet with... prospective clients for initial consultations leading them through proprietary estate planning process, oversee the client document preparation process, research and create custom trust provisions, conduct client signing meetings and cultivate referral relationships. Must have...
The candidate will be responsible for advising families on building, preserving and managing their wealth. Will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional...
The candidate will be responsible for providing consultative legal and life sales expertise and analysis on issues concerning estate planning, business planning, tax law implications and other complex insurance strategies. Partner with Marketing, develop advanced markets content and...
Advisor-Private Wealth Management
Duties: Administer estates and interim trusts for our Private Wealth and Premier Banking clients. Handles estate relationships, usually consisting of a multi-entity strategy implementing the most sophisticated estate planning techniques in difficult and dynamic family relationships. May...
I was incredibly happy with the site. I thought it was very easy to use; had significantly more postings than any other site (or combination of sites); and provided a lot of useful information. (the number, and caliber, of job postings). Exactly what I was looking for – I have 5 years’ experience and was looking for a lateral move or an in-house position, and that’s exactly what I found!
of our client seeks attorney with 3+ years of... experience. The candidate will serve in estate planning, asset protection, trust administration and probate matters. Will meet with... prospective clients for initial consultations leading them through the proprietary estate planning process,...