Legal jobs

Duties: Work closely with the Partner to learn all aspects of Family CFO business. Build deep, lasting relationships with clients and prospects. Participates in client and prospect meetings including first interviews, confidential fact-finding, financial action plans, implementation meetings, and reviews. Prepare and/or review financial action plans put together by team members. Identify and incorporate value-added analysis. Work with Partner to facilitate services f... 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Note: This job is no longer active.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 administers accounts of assigned relationships in compliance with provisions of governing documents, legal requirements, applicable regulations and established policies and procedures of department. Utilizes all software systems to meet sales and service requirements and to provide data to management as required. Achieves agreed-upon necessary continuing education to maintain certifications, designations or degrees, or complete required edu... 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Note: This job is no longer active.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 - Private Wealth Management Duties: Provides Private Wealth Management clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Collaborates with client teams to provide the following comprehensive planning services to High Net... Worth clients: asset allocation, wealth management, retirement planning, education funding, estate... planning,... tax strategies, invest... 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

WAS Advisor II The candidate will serves as the primary relationship manager for high net worth individuals, businesses, and non-profit organizations for the financial planning, investment management and trust... services provided by Wealth Advisory Services. Will become the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth... Advisory services, and securing... 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

Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning,... estates and wealth transfer... strategies), investment acumen and business development. Accountable for revenue growth, client retention, business economics and risk management... 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

Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning,... estates and wealth transfer... strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and 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

Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning,... estates and wealth transfer... strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and 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

Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning,... estates and wealth transfer... strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and 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

Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning,... estates and wealth transfer... strategies), investment acumen and business development. At the regional level, the RFM is accountable for revenue growth, client retention, busin... 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

About Us Our company is an estate and financial planning services company focused on... the post-retirement market. Our objective is to assist our clients and their families by planning for various life events... and facilitating various, legal, financial and tax strategies. As part of that process, we work with a Network of estate planning attorneys who are experienced... in the area of wills, trusts and other estate planning related matters.... 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