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9 jobs found for

Trusts And Estates Attorney Jobs in Cincinnati

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Job info
Company
In-House, RSM US LLP.
Experience
3-7 yrs required
Location
Cincinnati, OH
Posted Date
Dec 09, 18
Info Source
Employer
Total Views
119
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
Nov 27, 18
Info Source
Employer
Total Views
42
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
In-House, UBS
Experience
Min 1 yrs required
Location
Cincinnati, OH
Posted Date
Dec 09, 18
Info Source
Employer
Total Views
26
International Trust and Estate Planning Specialist The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu... read more
Company
In-House
Experience
Min 12 yrs required
Location
Cincinnati, OH
Posted Date
Nov 30, 18
Info Source
Employer
Total Views
26
Private Client Advisor The candidate will act as trusted 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 clients experience. Leverage spe... read more
Company
Recruiter, BCG Attorney Search
Experience
1-9 yrs required
Location
Middletown, OH
Posted Date
Nov 20, 18
Info Source
Recruiter
Total Views
2
Middletown office of our client seeks associate attorney with experience. The candidate will assist in all practice areas, but primarily assist in business law, bankruptcy law, and estate planning. Recently licensed attorney may apply. read more
Company
In-House
Experience
Min 8 yrs required
Location
Cincinnati, OH
Posted Date
Dec 03, 18
Info Source
Employer
Total Views
5
Private Wealth Management Planner-180042692 The candidate will provide clients with objective, comprehensive and needs-based advice for building and preserving wealth and transferring in line with client wishes. Provides these planning services to affluent clients through asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planni... read more
Company
Law Firm
Experience
Min 5 yrs required
Location
Cincinnati, OH
Posted Date
Dec 08, 18
Info Source
Employer
Total Views
2
Estate Planning Attorney The candidate should have 5+ years of practice experience. Estate planning experience required. Medicaid Planning a plus. Must be Licensed to practice in Ohio, (KY and IN a plus). read more
Company
Law Firm
Experience
Location
Middletown, OH
Posted Date
Nov 26, 18
Info Source
Employer
Total Views
6
Associate Attorney The candidate will assist in all practice areas, but primarily assist in business law, bankruptcy law, and estate planning. The attorney will be based in Middletown location but may need to travel to our Fairfield location as needed. read more
Company
Law Firm
Experience
Min 2 yrs required
Location
Cincinnati, OH
Posted Date
Dec 10, 18
Info Source
Employer
Total Views
10
Associate Attorney The candidate must have 2 years of elder law and estate planning experience. Experience in both Elder Law and Estate Planning law is a bonus. Experience with Wealth Counsel and Elder Counsel also a bonus. read more