Senior Cpa Attorney Jobs in Pennsylvania

Senior Trust Advisor I Duties:... Maintains and grows assets under management by working with clients, next generation beneficiaries and gatekeepers. Identifies other bank products and services as cross-selling opportunities to enhance existing client relationships. Prospects for new clients by asking for referrals from existing clients, cultivating a network through social contacts and community participation, as well as developing a network of external centers of influence (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Note: This job is no longer active.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

Senior Wealth Planner Duties: Under... general supervision, provide professional consulting services on financial, estate and other wealth planning issues for existing and prospective clients. These services are primarily involved in the areas of estate planning, tax planning, insurance planning, option planning, investment planning and analysis, retirement planning and business planning. Develop proactive, reciprocal calling and referral relationships with client relationship... 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Note: This job is no longer active.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

Manager - Wealth Advisory The candidate will be responsible for developing and managing large, complex multi-generational relationships through regular and effective communication with families, intermediaries, and internal team members. Work with Family Wealth colleagues to provide comprehensive wealth management services to the firm’s ultra-high-net-worth clients (generally defined as those relationships with $50 million or more in net worth). Manage large,... 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

Seeking a Senior Wealth Planner for a... leading bank. Under general supervision, will provide professional consulting services on financial, estate and other wealth planning issues for existing and prospective clients. These services are primarily involved in the areas of estate planning, tax planning, insurance planning, option planning, investment planning and analysis, retirement planning and business planning. Responsibilities include: developing proactive, reciprocal calli... 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 Planner Under general... supervision, provide professional consulting services on financial, estate and other wealth planning issues to clients. These services are offered to clients through the development, delivery and implementation of financial planning services. These services are primarily involved in the areas of estate planning, tax planning, insurance planning, option planning, investment planning and analysis, retirement planning and business planning. 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

Seeking a Senior Wealth Planner to provide... professional consulting services on financial, estate and other wealth planning issues for existing and prospective clients. These services are primarily involved in the areas of estate planning, tax planning, insurance planning, option planning, investment planning and analysis, retirement planning and business planning. Develop and implement market specific strategies to enhance sales results for a particular product, service or ma... 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 Planner. Seeking an... individual who under general supervision, will provide professional consulting services on financial, estate and other wealth planning issues for existing and prospective clients, through the development, delivery and implementation of financial planning services. These services are primarily involved in the areas of estate planning, tax planning, insurance planning, option planning, investment planning and analysis, retirement planning and... 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 Planner - The... candidate will provide professional consulting services on financial, estate and other wealth planning issues for clients. The candidate will do this through the development, delivery and implementation of financial planning services. Services involved in the areas are estate planning; tax planning; insurance planning; option planning; investment planning and analysis; retirement planning and business planning. The candidate will develop proactive,... 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 Planner Duties: Will... work directly with current and prospective clients. Participate in-person with prospects and clients to discuss various wealth planning topics. Identify issues and design and implement strategies to address income tax, estate planning, retirement, assets protection, and other planning needs for affluent and high net worth clients. Work directly with the clients outside advisors, such as attorneys, CPAs, and insurance brokers in order to imp... 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

Tax and Estate Planning Attorney The candidate willperform complex... estate planning work with talented and collegial attorneys. Must have 5+ years of substantive experience in representing high-net-worth individuals in connection with sophisticated estate planning matters. The ideal candidate should have a . Degrree. The candidate candidates... who are not CPAs will be considered as well.... 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