Post Jobs Upload Your Resume Log in

Legal jobs

29 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Florida
  4. Boca Raton
  5. Wealth Management
  6. In-House

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Aug 18, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

- Job Title: Wealth Advisor III - Palm... 2 locations - Category: Wealth, Brokerage and Premier Banking... - Posted Date: 08/28/2024 - Language Fluency: English (Required) - Work Shift: 1st and ultra-high net worth wealth clients - Develop and......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 18, 26
Full-time 31 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 5 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Job Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with... existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring technical ac...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 31, 26
Full-time 28 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 17, 26
Full-time 1 views
Job Tags:
agreements derivatives employee benefits Foreign Exchange hedge funds Investment Banking investment management ISDA Securities wealth management
Job Tags:
agreements derivatives employee benefits Foreign Exchange hedge funds Investment Banking investment management ISDA Securities wealth management

Title: Commodities Document Negotiator - Fixed Income Division - Associate or Vice President Job Responsibilities: - Timely, consistent, and effective negotiation, review, and drafting of master agreements (using both English and New York law) upon request from the Business Unit to facilitate...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 03, 26
Full-time 2 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 18, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 03, 26
Full-time 5 views Experience : 7-15 yrs required
Job Tags:
due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management
Job Tags:
due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management

Title:** Tax Partner - Financial Services State and Local Tax (SALT) **Job Responsibilities:** - Building a Financial Services State and Local Tax group. - Providing multistate consulting and compliance services, which includes technical review of partnership and corporate state and local tax returns, focusing...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 14 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 3 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience - Generate...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 6 views Experience : Max 10 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 19, 26
Full-time 7 views Experience : Min 7 yrs required
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts

Responsibilities** Client Engagement & Relationship Management - Serve as the primary... point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts and estates, partnerships, and pass-through entity owners. - Build and maintain strong...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

multiple solution families, including Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. Your... responsibilities include: - Preparing Excel spreadsheets to illustrate key corporate tax concepts. - Assisting in providing tax consulting services to a range of cl...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 3 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain client relationships by earning their trust and understanding their needs to provide targeted advice and thoughtful solutions, ensuring an exceptional client experience. - Drive business results and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 07, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Develop and... present content on various wealth management topics in collaboration... with divisional and department resource for the US Wealth Management field on both... well as concentrated position management, corporate executive services, and......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 18, 26
Full-time 23 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Truist also offers a competitive benefits package, including medical, dental, vision, life insurance, and retirement plans. Job Title: Wealth Advisor III - Palm... Beach / Boca Raton Experience Information: 8 or more years of sales and client managemen...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 18, 26
Full-time 20 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend