Legal jobs

Wealth Planning Analyst Duties: Supports... the Wealth Planners/Strategists in providing wealth... planning services to high... net worth clients generally above $10MM. Prepares analysis and work product on less complex cases. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. Ser... 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Note: This job is no longer active.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

Private Client Services Tax Manager - Business Owners The candidate will advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax... compliance. Will manage and oversee the engagement team focused on partnership, S corporation, or C Corporation as well as individual and fiduciary taxation. This includes the planning and execution of client tax engagements. Collaborate with firms speciali... 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Note: This job is no longer active.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

- Summer 2019 (Washington) Employee Status: Temporary Schedule: Full Time Primary Location: Everett, WA Other Locations: Spokane, WA, Bellingham, WA, Yakima, WA, Tri-Cities, WA, Seattle, WA, Tacoma, WA, Wenatchee, WA Description **Members Only.**, we’re excited by the greatness of possibility and the extraordin... 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Note: This job is no longer active.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

Managing Director of CFO Services The candidate will be responsible for a critical discipline, and contributes to a dynamic team as part of a holistic wealth management/family office platform/team delivery.... Must have prior experience with income tax planning and compliance for UHNW individuals, trusts, closely-held businesses, and pass-through entities. Must have general knowledge of estate/gift planning, estate reduction/wealth transfer strategies, and charitable planning... s... 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 US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Exec... 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 US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Exec... 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

Officer II The candidate will administer and manage a book of trust and investment management accounts. In addition, will work closely with local US Trust teams to identify and close new business and provide advisory consultation to clients. Engage in high level trust administration; oversee all administration 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

Vice President / Executive Director - Wealth Management, Private Bank, Banker... The candidate will be identify and develop client relationships within the ultra-high net worth or high net worth market. Will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for our most complex clients. Deliver a complete wealt... 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 Specialist The candidate will... serves as a lead advisor on the Family Wealth Consulting Team (FWCT). Will... be responsible for introducing Family Wealth (FW) prospects to our... suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer and investment management.... Provide insights and solutions to attract, retain and grow clients who require adv... 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 Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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