Post Jobs Upload Your Resume Log in

Legal jobs

17 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Florida
  4. Pinecrest
  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 Sep 14, 26
Full-time 1 views Experience : 7-7 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: -... present content on various wealth management topics. - Serve... trust, and estate planning strategies, as well as in areas such as concentrated position management, corporate executive services, and... pre-liquidity transaction plannin...

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

Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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

Posted On Sep 21, 26
Full-time 38 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 - High... of America) Category: Wealth, Brokerage and Premier Banking... based on experience and qualifications Job Summary: As a Wealth Advisor III, you will... be responsible for serving as the primary relationship advisor for...

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

Posted On Sep 07, 26
Full-time 6 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 intricate 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 25, 26
Full-time 3 views Experience : 9-9 yrs required
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation
Job Tags:
criminal family finance hedge funds Immigration Insurance investment management Investment Partnerships Mutual Funds Partnership private equity spectrum Taxation

Manager - IM Private Wealth Job Responsibilities: As a... advisory services to investment management clients. - Assist clients... with effective analysis, solution development, and implementation of clients’ tax objectives. - Manage client relationships by delivering tax advisory services. - Perform...

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

Posted On Sep 22, 26
Full-time 14 views Experience : 8-8 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Managing Director - Premier Wealth Job Responsibilities: - Client Relationship Management... strategy for the premier wealth tax practice, including service... lead a dedicated team of tax professionals, focusing on strategies that support continued growth in this service line. - Client Relationship Management: Est...

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

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve... Advisor teams interested in wealth planning services for high-... planning needs. - Lead the wealth planning engagement process with... to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth... Strategy Analysts to gather... information, conduct...

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

Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - Consumer Finance- Defense Litigation - Financial Services - Defense Finance - Financial Services Regulation Finance - General
Job Tags:
banking banking litigation financial products Litigation marketing wealth management
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - Consumer Finance- Defense Litigation - Financial Services - Defense Finance - Financial Services Regulation Finance - General
Job Tags:
banking banking litigation financial products Litigation marketing wealth management

conclusion, which includes retaining and guiding outside counsel, reviewing briefs, assisting with discovery, and advising clients. - Handle defensive litigation filed against the bank involving various sectors such as Consumer, Business Banking, Auto, Credit Card, Commercial, and Asset Wealth Management. - Provid...

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

Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

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

Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

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

Posted On Sep 22, 26
Full-time 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 Sep 21, 26
Full-time 4 views Experience : 10-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

fiduciary advice for various Wealth trust accounts, including personal... special needs trusts, investment management, custodial, and guardianship accounts. -... Manage a portfolio with varying account complexities and asset sizes. - Understand and interpret financial, estate planning strategies, and legal and fiduciary documents...

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

Posted On Sep 07, 26
Full-time 7 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

involves supporting and partnering across several solution families, including Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions to... tackle complex and cross-functional tax issues. Your responsibilities include: - Preparing Excel spreadsheets to demonstrate the application of k...

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

Posted On Sep 14, 26
Full-time 1 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 Bank - Private Banker - Managing 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...

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

Posted On Sep 28, 26
Full-time 3 views Experience : 6-8 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers....

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

Posted On Sep 22, 26
Full-time 3 views Experience : 6-10 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...

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