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United States
Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in...

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Posted On Jun 23, 26
Full-time 6 views Experience : 4-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary finance health insurance Insurance Probate Software trusts Wills

Title: Paralegal Job Responsibilities: - Partner with settlement counsel to administer trusts and estates from inception through final distribution. - Serve as a primary point of contact for Trustees, beneficiaries, family members, CPAs, financial advisors, and other professionals involved in the administration process. -...

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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The following jobs are no longer active but were real openings previously posted by employers.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
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Title: Senior Trust Officer Location: Portland, Oregon Salary: Not specified Experience: Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Company: Bank of America Private Bank Department: Private Bank H1: Senior Trust Officer Opportunity at Bank of America Private Bank in Portland,... 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

Title: Regional Fiduciary Officer Salary: Not mentioned in text Experience: 5+ years as a practicing Trusts & Estates lawyer Bank of America is seeking a Regional Fiduciary Officer to join their team and help make financial lives better through the power of every connection. The company is committed to Responsible Growth and values diversity and inclusivity in the workplace. They offer competitive benefits to support the well-being of their employees and their famili... 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

Director of Wealth Planning The candidate will... be expected to be a subject matter expert on wide range of financial and estate planning strategies, and be masterful in client engagement particularly in complex cases. Will engages in priority consulting services which range from conference calls and/or in-person meetings with Firm’s Financial Advisors and their individual clients, to conducting client seminars and internal training sessions. Serves significant strategic and d... 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 (Loan Originator) The candidate will be the primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning... 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 (Loan Originator) The candidate will be the primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning... 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 (Loan Originator) The candidate will be the primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning... 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 (Loan Originator) The candidate will be the primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning... 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 (Loan Originator) The candidate will be the primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Deliver advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning... 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 (Loan Originator) The candidate 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 and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management... 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 (Loan Originator) The candidate 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 and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management... 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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