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United States
Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on estate planning to create tax-efficient plans focusing on cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow. - Interpreting and...

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The following jobs are no longer active but were real openings previously posted by employers.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

Advisor II Responsibilities: 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. Serves as trusted advisor for assigned clients, providing exceptional level of personal service, meeting or exceeding prescribed client contact requirements. Provides counsel to clients regarding the financial planning c... 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Note: This job is no longer active.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: Administers accounts (both trust and investment management accounts) while complying with Federal, state and local laws and the appropriate documents and pursuant to the Company and Wealth Management Group guidelines. Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advisory services, and securing new relationships.... 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: Wealth Advisory Services Sales: Become the trusted advisor for prospective clients, establish rapport, develop a strong partnership, provide financial planning services. Identify and secure additional revenue potential with existing clients, business relationships and other sources. Seek to retain assets from accounts being terminated or in distribution, including establishing relationships with beneficiaries and next generation of current clients. P... 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 The candidate will be responsible to become the trusted advisor for prospective clients, establish rapport, develop a strong partnership, provide financial planning services, identify and secure additional revenue potential with existing clients, business relationships and other sources, seek to retain assets from accounts being terminated or in distribution, including establishing relationships with beneficiaries and next generation of current clients, partic... 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

Manager The candidate will provide compliance, audit, and regulatory examination support to the Private Client Services department. Oversee all compliance matters associated with the Wealth Advisory Services (WAS) Administration and Operations. Coordination of internal/external audits, BSA/AML examinations and FDIC/State examinations. Coordinate research of compliance issues4. Responsible for review and revision of existing policies. Primary Private Client Servi... 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 Administration and Operations Director The candidate will serve as the senior expert for the tax, trust, administration and operations functions of the wealth management business lines of company and its subsidiaries. Be accountable for processes that provide for the sustainable growth of the wealth management business lines by: 1) reducing or eliminating risk and 2) promoting client and asset retention by improving the client experience. Accountable for 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

Advisor III The candidate 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. Wealth Advisory Services Sales: Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advis... 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 The candidate: Provides counsel to clients regarding the financial planning concepts of risk management, investments, tax planning, retirement planning and estate planning. Guides clients through the financial planning process to identify wealth management needs, recommend strategies, and present choices to meet those needs. Administers accounts of assigned relationships in compliance with the provisions of governing documents, legal requirements, per... 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

Estate Planning Attorney The candidate to counsel customers on the use of various estate planning techniques and related instruments such as wills, trusts, powers of attorney. Will... be responsible for the drafting and execution of various planning documents. should have 2 years minimum solid Estate Planning experience, including drafting of wills, trusts and other estate planning... documents, deed preparation and title examination. Business formation, a plus with c... 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 Officer The candidate acquires and Administers Personal Trusts, Estates, Conservatorships, Investment Agencies,... Financial Powers of Attorney, and Escrows. Manages accounts and communicates with customers of related accounts through effective coordination of actions between supporting administrative and operations staff members. Reviews account documents to ensure the fulfillment of legal requirements. Maintains ongoing client contact in order to assess needs and seek o... 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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