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Trusts And Estates Attorney Jobs in Joliet

- 5 jobs
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SPONSORED JOB
Job title
Company
Experience
4-20 yrs required
Location
Oak Brook, IL
Posted Date
Jun 07, 2021
Total Views
181
Oak Brook office of a BCG Attorney Search Top Ranked Law Firm seeks an associate attorney with 5+ years of relevant experience to join an estate planning/estate administration group. The candidate will work with senior team members in counseling firm clients on estate planning, asset protection, and business succession strategy. Will prepare estate planning documents. Maintain client relationships. Participate in business development activities. read more
Company
Law Firm
Experience
3-5 yrs required
Location
Naperville, IL
Posted Date
Jul 13, 2021
Info Source
Employer
Total Views
2
Part-time Estate Planning Attorney The candidate will take consultations. Process and serve new clients from consultation to plan delivery and beyond. Should be Licensed in Illinois. Must have 3-5 years of estate planning experience. Experience in estate planning, probate, business formation/planning, and estate administration is preferred. Experience using Smokeball, Clio, and/or WealthCounsel is a plus. Bilingual is an asset. Should have a strong work ethic and excellent... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Naperville, IL
Posted Date
Jul 13, 2021
Info Source
Employer
Total Views
1
Estate Planning Attorney The candidate will take consultations. Process and serve new clients from consultation to plan delivery and beyond. Should be Licensed in Illinois. Must have 3-5 years of estate planning experience. Experience in estate planning, probate, business formation/planning, and estate administration is preferred. Experience using Smokeball, Clio, and/or WealthCounsel is a plus. Bilingual is an asset. Should have a strong work ethic and excellent communica... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Wheaton, IL
Posted Date
Jun 23, 2021
Info Source
Employer
Total Views
31
Associate Attorney The candidate will join Estate Planning Group. Must have 3-5 years of experience. Should preferably have experience working on sophisticated estate planning and estate administration matters, tax planning, as well as with providing general business advice. Must possess excellent drafting skills, have a strong financial or accounting background, have a deadline-oriented attitude, and a desire to have significant client and referral source interaction. read more
Company
Recruiter, BCG Attorney Search
Experience
2-7 yrs required
Location
Wheaton, IL
Posted Date
Jun 10, 2021
Info Source
Recruiter
Total Views
36
Wheaton office of a BCG Attorney Search Top Ranked Law Firm seeks senior trusts and estates associate attorney with 3-5 years of experience. The ideal candidate must have experience working on sophisticated estate planning and estate administration matters, tax planning, as well as with providing general business advice. Must possess excellent drafting skills, have a strong financial or accounting background. read more
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Location
Joliet, IL
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for accept...
Location
Joliet, IL
Associate Attorney The candidate must have 5+ years of real estate and estate planning experience.​
Company
Location
Joliet, IL
Wealth Management Real Estate Investment Consultant The candidate will serve as contact for the Real Estate Asset Management group within a given territory. Develop new business and provide investment advice and strategy to clients with primary focus being to capture new real estate assets and accounts under management. Provide real estate consultation to Investment and Fiduciary Services and its clients with focus on business expansion. Cross sells and leverages other SWS...
Company
Location
Joliet, IL
Senior Wealth Planner II The candidate serves as Senior Wealth Planner to the most complex, visible and top revenue generating clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional Wealth Planning Managers to identify and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on the most complex planning engagements, includi...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) 2 Responsibilities: Responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other professionals acros...
Company
Location
Joliet, IL
Wealth Advisor (SAFE) II The candidate will identify prospective clients with investable assets of at least $3MM or more and bring them to The Private Bank (TPB) within company's Wealth Management (WM). Will manage the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and oth...