the Fiduciary Oversight team in the Wealth & Investment Management (WIM)... department, which is part of the Banking, Lending, and Trust Banking Solutions organization. This strategic position is responsible for driving operational excellence, ensuring business accountability, and supporting risk manag...
The following jobs are no longer active but were real openings previously posted by employers.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.
salary for the Regional Wealth Strategist Private Client... position is competitive and commensurate with experience. Summary FORVIS is hiring a Regional Wealth Strategist Private Client... to join their team in Charlotte, North Carolina. The Regional Wealth Strategist Private Client... will work in conjunction with existing FORVIS advisors and external advisors to develop, recommend, and implement complex tax and estate plans for clients. The successful candidate... 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Note: This job is no longer active.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
Staff Attorney The candidate supports and assists senior attorneys within the legal department in providing legal advice and counsel to clients. Builds professional experience and learns the practical aspects of applied law, as well as learning the functions of the business. Assists on cases and undertakes research. Reviews standard documents and routine contracts. Prepares routine filings. Works in the Wealth Management Practice Group.... 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Note: This job is no longer active.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 TC Senior Fiduciary... Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration... with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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 Trust Administrator... III Duties: Administers the client account in order to create, expand and service company's relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with company's professionals to identify and develop financial planning opportunities. May communic... 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 Trust Administrator... IV Duties: Manages the client relationship and/or administers the client account in order to create, expand and service 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 Trust Administrator... III Duties: Administers the client account in order to create, expand and service WM relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Partners with WM professionals to identify and develop financial planning opportunities. May communicate directly w... 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 Trust and Fiduciary Specialist - Philanthropy Duties: Fiduciary expert that applies deep knowledge and skills in the area of trusts and estates, wealth transition, tax and financial... planning to serve high net worth / ultra high net worth philanthropic clients and charitable organizations. Contributes to growth of the wealth management business and new... client acquisition by leveraging fiduciary skills and philanthropic subject-matter expertise. Reviews complex trusts a... 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
Retail Lending Fulfillment Specialist IV Responsibilities: Will develop and maintain a strong understanding of retail, small business and wealth management products, policies and... processes. Process all types of consumer and small business loan requests, including large dollar transactions. Evaluate and process data in automated origination system and other tracking databases to ensure consistency with documentation provided in loan files. Develop and strengthen knowledge of... 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 Trust Administrator... III - Post Mortem Estate Planning and Fiduciary Tax The candidate will apply knowledge and expertise to assist with very complex estates. Will participate in and prepare presentations. Analyse complex estate planning documents. Review financial data and tax returns to identify assets, planning opportunities, and tax issues. Prepare and/or review Federal and State death tax returns. Respond to audits from taxing authorities. Create... 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 Trust Administrator... IV - Post Mortem Estate Planning and Fiduciary Tax The candidate will apply knowledge and expertise to assist with very complex estates. Will participate in and prepare presentations. Analyse complex estate planning documents. Review financial data and tax returns to identify assets, planning opportunities, and tax issues. Prepare and/or review Federal and State death tax returns. Respond to audits from taxing authorities. Create... 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