Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is responsible for... collaborating with the Wealth Management Advisor to cultivate... integrating them into Private Wealth Management. The role involves... discovery and engaging with wealth management specialists to enhance... existing clients. The PWM Wealth Strategist...
Title: Experienced Estate Planning Attorney Salary Information: - The average salary for an Estate Planning Attorney in the United States is $95,000 per year. - This can range from $65,000 to $130,000 depending on experience, location, and the size...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
Title Legal Secretary Job Responsibilities The Legal Secretary at the law firm will be responsible for providing comprehensive administrative and clerical support, with an emphasis on managing all administrative aspects of litigation, estate planning, and probate workflows. Key responsibilities include: - Document...
Title: Equal Justice Works Financial Empowerment Project Fellow Job Responsibilities: The Equal Justice Works Financial Empowerment Project Fellow is responsible for providing legal services aimed at addressing legacy planning needs for eligible clients. Key duties include: - Providing direct legal services to Financial...
Title: Equal Justice Works Financial Empowerment Project Fellow Department: EJW Financial Empowerment Project Employment Status: Full Time Legal Position through September 30, 2027 Supervisor: Director of Special Projects Job Summary: The organization seeks diverse and dynamic applicants for a 24-month, full-time attorney position as an...