Legal jobs

- High Net Worth 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... 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Note: This job is no longer active.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: Responsible for providing issue specific, focused and comprehensive goals-based financial consulting and planning services to high-income and high-net worth individuals and families, including professionals, corporate executives, business owners and others with highly complex financial circumstances. Contributes to thought leadership in financial planning and mentoring of other group members. Engages with the professional advisor community to advance... 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Note: This job is no longer active.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 Manager The candidate will be responsible for business development and client retention. Serves as the primary point of contact for wealth management clients. Assist in the creation, delivery, execution and management of complex financial plans. Increases marketshare in their local market. Maintains a positive attitude and willingness to adapt in a rapidly changing environment. Should have CFP® Certificant and Series 65 (or equivalent). Must have 7+ years of... 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Note: This job is no longer active.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

... 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 Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Private Bank Team to implement fiduciary strategies. Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients’ wealth planning and Private Bank service needs and coordinating external and internal advi... 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

Staff - Private Client Services Group The candidate will be responsible for preparation and/or review of federal and state tax returns including fiduciary income tax, personal income tax, gift tax and estate tax. A BS in Accounting is required. CPA is preferred. Masters in Taxation or . is a plus. Must have 3+ years of experience in public accounting with emphasis on estate, gift, trust and personal tax return preparation. Should be proficient in Word and Excel. G... 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

Paralegal The candidate will assist in-house attorneys in carrying out corporate functions for a large real estate investment trust which owns hundreds of properties nationwide. Will form and maintain corporations, LLCs and LPs. Prepare organizational documents such as bylaws and LLC and LP agreements upon entity formation. Prepare minutes, consents and other documents in connection with entity administration. Maintain data of all pertinent information related to t... 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

Staff - Private Client Services Group The candidate will be responsible for preparation and/or review of federal and state tax returns including fiduciary income tax, personal income tax, gift tax and estate tax. A BS in Accounting is required. CPA is preferred. Masters in Taxation or . is a plus. Must have 3+ years of experience in public accounting with emphasis on estate, gift, trust and personal tax return preparation. Should be proficient in Word and Excel. G... 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, Team Leader The candidate will manage the wealth strategist team within client segments. Will be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. Responsible for managing team resources, ensuring appropriate WM regional coverage for external events and internal client meetings, planning and assessing compensation and performance of the wealth strategists.... 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