Legal jobs

Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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Note: This job is no longer active.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 I The candidate will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Will work closely with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors, and market management. Assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent in yourself and other service partners.... 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Note: This job is no longer active.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 I Duties: Will be joining one of the largest trust and investment managers in the United States and have access to state-of-the-art software and planning tools, and extensive research capabilities. Will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Will work with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors,... 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 I Duties: Serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Work with Relationship Managers, Trust Advisors, Investment Advisors, Banking Advisors, and market management. Assist in the acquisition of new clients; retain, expand, and deepen existing relationships; and develop talent in yourself and other service partners.... 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

Strategist I The candidate develops, consults on and implements matters of tax, estate and financial planning for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. Retains and grows asse... 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

Strategist II The candidate develops, consults on and implements tax, estate and financial plans for clients. Collaborates with other more-senior planning resources on matters of greater complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations... 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 Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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 Strategist The candidate develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendat... 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

Fiduciary Counsel The candidate will serve as the primary corporate fiduciary attorney for specific business areas and geographic markets and will work closely with the rest of the team covering fiduciary and investments matters for AMG. Will also collaborate with colleagues and other support personnel covering other lines of business within company. Understand, strategize and problem-solve with internal clients regarding their business areas, providing counseling 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

Advisor DUTIES: Responsibility for the professional administration and growth of a portfolio of client accounts, and the associated delivery of high-quality client service capabilities. Works with the Client Advisor and other Practice Specialists to provide the fully-integrated delivery of comprehensive wealth services. Responsible for a high level of client service, strong retention and suitable contribution to the achievement of assigned trust portfolio revenue gro... 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