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United States
Posted On Sep 08, 26
Full-time 2 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory - Manager Job... a Manager in the Wealth Tax Advisory Practice, the... and owners of private wealth. This involves advising on... business entities, and private wealth management, including High Net... Worth Individuals’ personal business...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required

highest-net-worth clients, typically those with assets exceeding $25 million. Provide consultations on complex planning scenarios using expertise in wealth transfer strategies, multigenerational planning,... charitable giving, asset protection, and tax planning. Develop client presentation materials and demonstrate professional presence and r...

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The following jobs are no longer active but were real openings previously posted by employers.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

Wealth Management Director of Administration... The candidate ensures compliance and risk management policies, procedures, and controls are being adhered to and provides guidance to professional staff as needed. Coordinates departmental response to regulatory, audit, and compliance exams. Provides expertise, technical advice, and counsel on complex trust and fiduciary issues raised by professional staff. Provides Member Banks estate planning advice and support related to financ... 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Note: This job is no longer active.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

Sett Trust Offcr,TRUST The candidate responsibilities include daily management of probate and estate settlement trust administration in accordance with Company’s Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts relating to the account relationship. Onboarding and closing of accounts; including asset identification, asset gathering and analysis in a high-volume environment. Developing, strengthening, and retai... 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 is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain rel... 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 The candidate is... responsible to perform a wide range of planning, education and analysis duties for both existing and prospective clients. Duites include: Retirement modeling, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth plan creation, providing wealth... recommendations that align with... client goals. Responsible for plan creation and delivery to Wealth Management clients a... 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 The candidate is... responsible to perform a wide range of planning, education and analysis duties for both existing and prospective clients. Duites include: Retirement modeling, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth plan creation, providing wealth... recommendations that align with... client goals. Responsible for plan creation and delivery to Wealth Management clients a... 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 Management - Private Bank... - Banker - Vice President or Executive Director Duties: Accountable for identifying and developing client relationships within the high net worth or ultra-high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary expe... 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

Advisory Specialist (SWS Advisory Specialist (Loan Originator) II) The candidate will be responsible for: Relationship management as primary contact, or as part of a team, on special needs trust accounts; Providing advice to internal partners on issue related to special needs trusts, including planning and the needs of individuals living with special needs; New client acquisition in the $1MM and greater market through the development of relationships with internal part... 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

Advisory Specialist (SWS Advisory Specialist (Loan Originator) II) The candidate will be responsible for: Relationship management as primary contact, or as part of a team, on special needs trust accounts; Providing advice to internal partners on issue related to special needs trusts, including planning and the needs of individuals living with special needs; New client acquisition in the $1MM and greater market through the development of relationships with internal part... 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 Advisor II The candidate will serve as client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Will lead client team members and partners with other internal specialists to provide clients access to the full array of company capabilities and services, as required to meet their specific needs. Focus on sales to new and existing Hi... 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 Advisor II The candidate will have client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of . Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Provides... 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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