Legal jobs

Wealth Strategies Advisor - Bank... of America Job Title: Wealth Strategies Advisor Department: Wealth... Planning Services Experience: Minimum... 7 years of planning-related work experience Salary: Competitive salary based on experience and qualifications Job Summary: The Wealth Strategies Advisor position at... Bank of America is a highly specialized role that focuses on providing wealth planning services to high-... and ultra-high net worth clients. This individual will work cl... 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Note: This job is no longer active.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

proficient in Microsoft Office tools (Word, Excel, PowerPoint, and Outlook) • excellent written and verbal communication skills • ability to work independently and as part of a team • ability to work in a fast-paced environment • ability to manage multiple priorities • ability to work with clients and other professionals • excellent organizational and problem-solving skills • strong attention to detail • ability to work under pressure • ability to... 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Note: This job is no longer active.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

• working knowledge of Microsoft Office suite • ability to interact and communicate effectively with clients, professional advisors, and the bank's personnel # Associate Wealth Strategist ## Job... Reference #279724BR ## Job Type: Full Time ## Salary Information This position offers a competitive salary. ## Main Responsibilities As an Associate Wealth Strategist, you will be... responsible for: • Independently reviewing estate planning documents (.,... 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Note: This job is no longer active.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 - Executive Director,... Wealth Planning & Advice The... candidate will work with divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as... a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field leadership and Pr... 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 maintains a trust book and is a seasoned Trust Officer in the market. Works closely with local Private Bank teams to achieve strategic objectives of PWM market overall. Handle administration and business development of the IM&T book. Handle complex book of business and will be expected to deepen relationships through estate and financial planning. Leads, and is accountable for, trust product sales and working with MTE, MTTL, or TTL to assur... 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

Associate Wealth Strategist - Advanced Planning... The candidate will independently review estate planning documents (., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations. Assist with modeling wealth transfer and philanthropic strategies... for clients. Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic... issues. Assist with the team's administra... 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 The candidate will be identifying and developing client relationships within the high net worth or ultra high net worth market; leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning; also leverages the specialists on team in order to provide interdisciplinary expertise for most complex clients; primarily responsible for generating new clie... 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 Wealth Strategist The candidate partner... with financial advisors to proactively engage Ultra High Net Worth clients and prospects with investible assets of $20mm and above in a dialogue surrounding advanced wealth transfer and philanthropic strategies,... and the integration of those strategies with their investment portfolios. Will prepare comprehensive analysis and review of a client's estate and wealth transfer planning, educating clients... on opportunities for additiona... 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 Senior Fiduciary Advisory... Specialist (Lo) The candidate will be a Primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowled... 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 Specialist The candidate will responsible for covering specific complexes/offices in the Advisory Division of firm. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Pro... 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