Job Title: Estate Planning Attorney Job Responsibilities: - Advocate... on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action. - Communicate with clients about plans for dispersing their assets. - Draft and file...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Senior Estate Tax Regional Fiduciary Manager... The candidate leads, manages and mentors a group of Post-Mortem Consultants, Tax Administrators and Associates to... ensure timely and accurate preparation of all transfer tax returns, fiduciary income tax... returns and post-mortem plans... related to death settlement accounts administered by company. Also takes an active role in the most complicated and high profile accounts, discussing tax planning options with internal... and external par... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Regional Fiduciary Manager - Philanthropic Services The candidate will work with individuals, families and nonprofit organizations. Responsible for the growth, delivery and fiduciary oversight of advisory-based services to philanthropic clients in collaboration with the Philanthropic Specialists and Private Banking team members including Wealth Advisors, Investment Strategists, Private Bankers, Fiduciary Advisory Specialists (FAS) and Financial Advisors. Leading the t... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Regional Manager Investment/Fiduciary Services The candidate will be responsible for leading a team of investment and fiduciary professionals and the performance of the Fiduciary and Investment Wealth Management line of business within a region(s) supporting a primary HUB or multiple smaller HUB locations. Key management responsibilities include: business growth, sales management, client retention, economic stewardship, risk management, team member development and recruit... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist The candidate plays... a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Planning Strategist Duties: Plays a... significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planner 2 Duties: Supports the relationship team by in providing wealth planning services to high net... worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business... succession,...... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Senior Wealth Planner II The candidate will 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 relationship team and Regional Managing Director 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, in... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Management Senior Fiduciary Advance Specialist The candidate will be responsible to grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation,... multiple asset class usage, risk management), and business development skills. Will deliver advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealt... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Counsel II The candidate provides legal advice on matters for management of the company and its principal subsidiaries to assist them in planning and policy setting. Analyzes... and provides guidance and advice on laws, regulations, ordinances and contractual obligations of impact to consumer loan servicing operations; prepares/approves policies and procedures, standardized forms and communications to be used in support thereof. Represents loan servicing operations before regul... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here