of duties including: - Consulting with and advising clients on various aspects of estate planning, business succession planning, wealth transfer planning, charitable planning,... estate and trust administration, tax planning, liquidity planning, and asset protection planning. - Drafting documents necessary to implement all...
Title: Estate & Business Succession Planning Attorney (3L or Recent Graduate) Job Responsibilities: As an Estate & Business Succession Planning Attorney at the law firm, the candidate will be responsible for working closely with experienced attorneys to provide legal advice and support...
join a dedicated team focusing on estate planning, business succession, and related legal with and advise clients on estate and business succession documents to implement estate and wealth transfer federal estate... and gift tax returns, including com...
The following jobs are no longer active but were real openings previously posted by employers.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.
Financial Planner The candidate provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future... generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education... funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, 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Note: This job is no longer active.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
Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics and risk man... 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 The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. At the regional level, the RFM is accountable for revenue growth, client retention, busin... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics and r... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics and r... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics and r... 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
Adviser, Private Client Services Duties: Be a trusted financial advisor to, and advocate for, affluent and ultra-affluent clients and prospects with complex needs. Advises through the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services. Broaden the scope of client relationships through a focused and deep understanding of each 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
Associate Attorney - Estate Planning The candidate will be responsible for assisting affluent clientele with sophisticated estate planning, business succession planning, wealth transfer planning, charitable planning,... estate and trust administration, tax planning, liquidity planning, and asset protection planning. Must have 1-6 years of legal experience, with some exposure to the estate / business succession planning practice area. Should have knowledge of estate and gift tax... 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
Associate Attorney – Estate Planning The candidate will involve in assisting affluent clientele with sophisticated estate planning, business succession planning, wealth transfer planning, charitable planning,... estate and trust administration, tax planning, liquidity planning, and asset protection planning. Should have 2-5 years of legal experience, with some exposure to the estate / business succession planning practice area. Must have knowledge of estate and gift tax, inco... 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
planning, business succession planning, wealth transfer planning, charitable planning,... estate and trust administration, tax planning, liquidity planning, and asset protection planning. Some exposure to the estate / business succession planning practice area is essential. Knowledge of estate and gift tax,... 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