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Wealth Management Attorney Jobs in New Jersey

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Job info
Company
Law Firm
Experience
Min 5 yrs required
Location
Morristown, NJ
Posted Date
Jun 20, 18
Info Source
Employer
Total Views
8
Wealth Management Tax Attorney Responsibilities:... Partner with financial advisors/wealth managers to analyze, design and implement financial/estate plans for high net worth clients through financial and tax planning process with product considerations in mind. Review and analyze estate and business documents... read more
Company
In-House, Ernst & Young Global Limited
Experience
Min 5 yrs required
Location
Edison, NJ
Posted Date
Jul 09, 18
Info Source
Employer
Total Views
167
accounting system including banks, wealth management firms, family offices,... trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide... read more
Company
In-House, Ernst & Young Global Limited
Experience
Min 3 yrs required
Location
Edison, NJ
Posted Date
Jul 09, 18
Info Source
Employer
Total Views
179
accounting system including banks, wealth management firms, family offices,... trust companies and law firms. Translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide... read more
Company
In-House, Fulton Financial Corporation
Experience
Min 7 yrs required
Location
Woodbury, NJ
Posted Date
Jul 04, 18
Info Source
Employer
Total Views
458
Wealth Planner III FFA The... mentor and trainer for Wealth PlannersAct as a technical... certain administrative, leadership or management functions as assigned by... the Relationship Team Manager. Lead the delivery of a consistent and integrated client experience through superior execution... read more
Company
Recruiter
Experience
Min 3 yrs required
Location
Jersey City, NJ
Posted Date
Mar 19, 18
Info Source
Recruiter
Total Views
14
branch network and Senior Management regarding KYC documentation, clarification... / financial services / wealth management and strong experience... in... LexisNexis, Factiva, World-Check, case management systems, and/ or various... compliance related systems. Must be a certified Anti-Money Laundering Specialist (ACAMS). Should... read more
Company
In-House, UBS
Experience
Min 5 yrs required
Location
Weehawken, NJ
Posted Date
Jul 07, 18
Info Source
Employer
Total Views
104
Investment Advisory Attorney The candidate will be... field legal and branch management to review and explain... Advisory matters for a Wealth Management firm. Should have... strong... and understanding of the wealth management business and the... associated... legal and regulatory issues... read more
Company
Recruiter
Experience
Min 10 yrs required
Location
Jersey City, NJ
Posted Date
Mar 16, 18
Info Source
Recruiter
Total Views
5
/ financial services / wealth management and strong experience... and issues. Working knowledge of LexisNexis, Factiva, World-Check, case management systems, and/ or various... compliance related systems are needed. Certified Anti-Money Laundering Specialist (ACAMS) is needed. Spanish fluency is a plus.... read more
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