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United States
Posted On Jul 15, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including document review, summary preparation, and presentation in meetings with advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning,...

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The following jobs are no longer active but were real openings previously posted by employers.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.

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Senior Trust Officer- Wealth Management Group Duties: Responsible for representing 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Note: This job is no longer active.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 Advisor - Wealth Management The candidate will focused on sales growth, market penetration, product and service delivery for the upper-end of the Wealth Management market. Will be part of the new business deal team, playing a key role in developing sales strategy and presenting offering to prospective UHNW clients. As shared owner for portfolio of +/-50 relationships, responsible for developing relationship plan for each client and introducing new and/or expand... 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Note: This job is no longer active.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

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

Strategist The candidate will be responsible for identifying and building high-quality client relationships within the ultrahigh net worth market through direct prospecting, cultivation of both internal referral sources and external sources, and creative networking with key influencers. Will profile and create strategies specific to prospective clients as well as educate and advise prospects on a wide range of solutions to help them address their specific issues and m... 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

Private Wealth Management The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust... 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

The candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for most complex clients. Manage each account to ensure that 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

Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions 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

Wills and Estates Attorney The candidate must have 1+ years of experience drafting trusts and wills. Must be able to primarily work remotely.... 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

Wills and Estates Attorney The candidate must have 1+ year of experience drafting trusts and wills. Should have a stable job history. Note: Position is part-time, and candidate must be able to primarily work remotely.... 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

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