Title: Medicaid Planning Attorney Job Responsibilities: - Assess Medicaid eligibility and guide clients through spend-down strategies. - Develop asset protection plans including transfers, trusts, annuities, and exempt resource planning. - Draft Medicaid planning documents such as caregiver agreements and personal services contracts. - Prepare and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs including audit, tax compliance, and planning to enhance their...
Title: Tax Director - Personal Financial Services Job Responsibilities: The Tax Director in Personal Financial Services will work as part of a team tasked with solving complex business issues, ranging from strategy to execution. The role involves: - Supporting the team to innovate...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Services practice within the company's Private department offers the chance to assist private companies with various business advisory needs, including audit, tax compliance, and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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Note: This job is no longer active.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
Trust Specialist The candidate develops trust business in accordance with assigned production and referral goals by providing guidance on company’s products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives... (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a Division Trust Executive. Responsibilities include: Raise awarenes... 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
Trust Specialist The candidate develops trust business in accordance with assigned production and referral goals by providing guidance on company’s products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives... (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a Division Trust Executive. Responsibilities include: Raise awarenes... 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
Trust & Estate Settlement Officer The candidate will manage a caseload of trust and estate administration matters in a team environment. Administer immediate and long-term trust & estate strategies. Provide trust and estate planning solutions and wealth transfer strategies to clients... and prospects in partnership with firm associates and departments. Secure and manage real and personal property assets of estates and/or trusts. Review and interpret estate and trust documents (... 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 Analyst Duties: Partners... with Wealth Strategists, WMAs, and other... specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged... with th... 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 Strategist Duties: Serves as... the primary Wealth Planning expert and resource... for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely-held business entities, corporate executives, and private foundations. Partners with WMAs in the prospecting experience participating in all aspects of delivering the firm's d... 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
Account Service Team Fiduciary Closing Specialist The candidate will be joining a team of seasoned investment professionals managing retirement and investment services, utilizing sophisticated market strategies and top quality research. Will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals. Manages highly... technical and complex fiduciary relationships throughout the termination process as an internal su... 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
Trust Administrator II Duties: Will be responsible for providing a legal review and approval of all account opening and closing documents for company and the wealth and family office group.... Also responsible for administration of accounts. Preparation of internal documents to open and close accounts including knowledge of Anti-Money laundering requirements. Preparation of client contacts. Open accounts, establish all appropriate coding, transfer assets. Prepare distribution p...... 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
Settlement Officer Duties: Responsible for administering estates and trusts requiring technical experience and knowledge is estate and trust administration. Coordinating information with external partners (Attorneys and CPA's) and internal partners to ensure accurate, timely and efficient administration. Coordinating with others within the Trust Company, operations, attorneys and CPA's to ensure client service standards are met. Reviewing, understanding and interpreti... 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
Settlement Officer The candidate will be responsible for administering estates and trusts requiring technical experience and knowledge in estate and trust administration. Coordinating information with external partners (Attorneys and CPA's) and internal partners to ensure accurate, timely and efficient administration. Coordinating with others within the Trust Company, operations, attorneys and CPA's to ensure client service standards are met. Reviewing, understanding... 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