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United States
Posted On Jul 09, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The primary responsibility of the Estate Planning Attorney at the company is to assist clients in completing accurate estate plans that fulfill their specific wishes efficiently. This involves being available for an initial 'start' meeting within five...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Aug 27, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

Strategies Advisor Job Description: The role of a Wealth Strategies Advisor at Company is integral to supporting Merrill advisors in addressing clients' objectives related to planning, personal philanthropy, and wealth transfer/tax minimization. The position involves building relationships with advisors, centers of influence,...

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Posted On Sep 02, 26
Full-time Experience : Min 7 yrs required
Job Tags:
asset management banking children Disability Benefits Energy Estate Planning estates fiduciary health benefits Insurance investment management lending marketing partnerships Privacy Probate Special Needs Trust trusts wealth management
Job Tags:
asset management banking children Disability Benefits Energy Estate Planning estates fiduciary health benefits Insurance investment management lending marketing partnerships Privacy Probate Special Needs Trust trusts wealth management

Title: Senior Lead Fiduciary Specialist - Estate Services Job Responsibilities: - Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. - Administer a book of fiduciary relationships, analyzing trust and estate documents, implementing client estate plans,...

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Archived Job Listings: Real Employers, Hidden Opportunities

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.

  • ✅ LawCrossing has monitored employer hiring for 25+ years
  • ✅ Archived jobs include the original post date for transparency
  • ✅ Over 50% of LawCrossing job seekers find success this way

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

Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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

Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... 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

Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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

Client Services Compliance Manager, Wealth Management Group Duties: Manages the compliance function for the Private Client Services division of Bank’s Wealth Management Group. Responsible for taking a lead role in ensuring that the policies and procedures of Private Client Services comply with applicable regulations and align with corporate and other compliance policies and procedures. Works with the business unit to identify applicable regulations, define major... 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 will consult with high net worth clients regarding their wealth management needs with particular attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning, charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions 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

High Net Worth Specialist The candidate will consult with high net worth clients on financial planning issues including trusts, and other estate planning considerations. Illustrate various planning scenarios for clients to consider with their own attorneys. Act as subject matter experts internally and externally. Document client interaction. College degree is required. Graduate degree, or professional degree such as ., , CFP is preferred. 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

High Net Worth Specialist The candidate will consult with high net worth clients on financial planning issues including trusts, and other estate planning considerations. Illustrate various planning scenarios for clients to consider with their own attorneys. Act as subject matter experts internally and externally. Document client interaction. College degree is required. Graduate degree, or professional degree such as ., , CFP is preferred. 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

Attorney The candidate will communicate effectively and appropriately with opposing counsels and clients. Draft, review and edit contracts, draft, etc. Advocate client's interest during negotiations. Comply with all standard operational procedures. Perform other duties as assigned. Must have Membership in good standing with the State Bar of California. Must have proficient Computer Skills including extensive experience in Microsoft Word/ Excel/Outlook. Should h... 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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