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SPONSORED JOB
Company
Levene Gouldin & Thompson, LLP
Experience
Min 2 yrs required
Location
Ithaca, NY
Posted Date
Dec 11,18
Info Source
Employer
Total Views
202
Total Applies
3
Our Ithaca office has an opportunity in the firm’s Trust & Estates and Elder Law practice areas for a New York State admitted attorney with at least 2 years of experience.
Requirements (candidates must meet the following for consideration):
Juris Doctor from Accredited Law School.
New York State Bar admission. Qualified candidates must be and remain licensed to practice law and in good standing in New York State.
Minimum of 2 years of trust and estate plannin... read more
SPONSORED JOB
Job title
Company
Strategic Wealth Legal Advisor...
Experience
Location
Roseville, CA
Posted Date
Dec 10,18
Info Source
Employer
Total Views
398
Total Applies
5
Roseville Estate Planning law firm seeks a full-time attorney. The position will include the following duties: drafting revocable trusts, drafting trust amendments, review of trust documents with clients, and creation of custom trust language, as well as, all aspects of post-death administration. Experience in the post death administration of revocable living trusts as well as probates is extremely helpful. The person we are looking for must be an eager learner, sel... read more
SPONSORED JOB
Job title
Company
Confidential
Experience
Location
Lewes, DE
Posted Date
Dec 11,18
Info Source
Employer
Total Views
58
Total Applies
1
Looking for an associate attorney that is a member of the Delaware Bar to conduct real estate closings and assist with estate planning and probate clients. read more
Company
In-House,
RSM US LLP.
Experience
3-7 yrs required
Location
Cincinnati, OH
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
122
Wealth Management Associate Advisor
The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ...
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Company
In-House,
Oxford Financial Group, Ltd
Experience
Min 10 yrs required
Location
Grand Rapids, MI
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
46
Senior Wealth Strategist
The candidate will serve as a technical resource and subject matter expert in comprehensive wealth planning matters. Provides support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer...
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Company
In-House,
RSM US LLP.
Experience
Min 6 yrs required
Location
Chicago, IL
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
145
Tax Manager - Trust & Estate/Gift
The candidate will mainly service high net worth and family office clients. As a Tax Manager, will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service. Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065). Provide timely, high quality client service that mee...
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Company
In-House,
RSM US LLP.
Experience
3-7 yrs required
Location
Dayton, OH
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
70
Wealth Management Associate Advisor
The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ...
read more
Company
In-House,
Oxford Financial Group, Ltd
Experience
Min 10 yrs required
Location
Cincinnati, OH
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
43
Senior Wealth Strategist
The candidate will serve as a technical resource and subject matter expert in comprehensive wealth planning matters. Provides support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer...
read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Santa Clarita, CA
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
398
Attorney
The candidate must have 5+ years of litigation experience including experience in Conservatorships. Experience in other areas of the law are also welcome. Should be able to generate at least 30% of billings from existing clients or business development activities. Experience as a sole practitioner or with a small law firm is a plus.
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Company
In-House,
Northern Trust Corporation
Experience
Min 7 yrs required
Location
Saint Louis, MO
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
266
New Business Trust and Investment Sales Executive
The candidate will utilize business and personal centers of influence to source and close prospective clients independently, and with Northern Trust teams of experts. Will partner and collaborate with relationships managers, leadership, and other Wealth Strategists. Successfully integrate into the Northern Trust team based culture, sharing success and acting with care toward clients, external professionals, Northern Trust p...
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Company
In-House,
Mountjoy Chilton Medley
Experience
Min 5 yrs required
Location
Louisville, KY
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
449
Estate, Gift and Trust Tax Manager
The candidate will report to the Estate, Gift and Trust Director. Will work closely the company's high net worth clients. Oversee the tax compliance related to such work. Work with those dedicated to client projects and assist with specialized research as it relates to the estate and trust planning specialty. This role includes staff mentoring, management and administrative functions. Responsible for this area of practice will work closel...
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Company
Law Firm
Experience
Min 5 yrs required
Location
Agoura Hills, CA
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
216
Attorney
The candidate must have 5+ years of litigation experience including experience in Conservatorships. Experience in other areas of the law are also welcome. Should be able to generate at least 30% of billings from existing clients or business development activities. Experience as a sole practitioner or with a small law firm is a plus.
read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Pasadena, CA
Posted Date
Dec 13, 18
Info Source
Employer
Total Views
366
Attorney
The candidate must have 5+ years of litigation experience including experience in Conservatorships. Experience in other areas of the law are also welcome. Should be able to generate at least 30% of billings from existing clients or business development activities. Experience as a sole practitioner or with a small law firm is a plus.
read more
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