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Senior Financial Advisor Jobs in Philadelphia

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Senior Financial Advisor Jobs in Philadelphia - Related Job Titles

Financial Attorney
United States
Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and... implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to meet...

Posted On Oct 06, 26
Full-time 11 views Experience : 3-6 yrs required
Practice Area:
Finance - General
Job Tags:
acquisitions banking due diligence equity finance hedge funds lending private equity restructuring
Practice Area:
Finance - General
Job Tags:
acquisitions banking due diligence equity finance hedge funds lending private equity restructuring

involves representing a diverse clientele, including borrowers, lenders, issuers, equity investors, sponsors, financial advisors, and agents, across... various layers of the capital structure. The associate will engage in a wide range of finance transactions, which encompass domestic and cross-border acquisition...

Posted On Aug 17, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - General Corporate - Contract Law Government Contracts Government and Government Relations Data Privacy - Transactional Government - General
Job Tags:
agreements bid protests Commercial Contracts Corporate Law Data Protection finance Government Insurance local government Mergers and Acquisitions Privacy regulatory compliance
Practice Area:
Corporate - General Corporate - Contract Law Government Contracts Government and Government Relations Data Privacy - Transactional Government - General
Job Tags:
agreements bid protests Commercial Contracts Corporate Law Data Protection finance Government Insurance local government Mergers and Acquisitions Privacy regulatory compliance

Job Title: Senior Legal Counsel Job Responsibilities: - Serve... as the primary legal advisor to the Enhanced Protection... Services (EPS) executive team, providing clear and strategic legal guidance that aligns with business objectives. - Partner closely with internal stakeholders, including sales, operations, finance,...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Job Title: Senior Counsel Private Bank Internal... Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA),...

Posted On Sep 15, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions agreements broadband cable corporate governance corporate transactions criminal Deferred Compensation divestitures due diligence employee benefits equity ERISA fiduciary finance Government Joint Ventures M&A mergers ordinances Partnership pension Qualified Retirement Plans regulatory compliance Securities Severance
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions agreements broadband cable corporate governance corporate transactions criminal Deferred Compensation divestitures due diligence employee benefits equity ERISA fiduciary finance Government Joint Ventures M&A mergers ordinances Partnership pension Qualified Retirement Plans regulatory compliance Securities Severance

Job Title Legal Advisor for Employee Benefits and... Serve as lead legal advisor for the company's qualified... and non-qualified retirement programs, including 401(k), pension, and deferred compensation plans. - Provide legal counsel regarding ERISA fiduciary obligations, governance structures, plan administration,...

Posted On Sep 28, 26
Full-time 5 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements asset management banking Capital Markets child corporate governance Corporation criminal Ethics fiduciary Financial Industry Regulatory Authority Financial Institutions FINRA Government Insurance Investment Advisers Act of 1940 Investment Company Act investment management licensing pension Privacy regulatory compliance spouse title

Job Title: Senior Counsel--Investment Advisor Job Responsibilities: - Serve... as a legal advisor to one or more... registered investment advisers that manage private credit funds and other investment vehicles, including funds registered under the Investment Company Act of 1940. - Provide legal support...

Posted On Oct 05, 26
Full-time 1 views
Practice Area:
Administrative Law Government - General
Job Tags:
abuse criminal document review Environmental Protection Agency EPA evidence federal government fraud Government I-9 Practice of Law Privacy RICO Rule of Law social security Software Whistleblower
Practice Area:
Administrative Law Government - General
Job Tags:
abuse criminal document review Environmental Protection Agency EPA evidence federal government fraud Government I-9 Practice of Law Privacy RICO Rule of Law social security Software Whistleblower

Directorate (AID) of the Office of Special Review and Evaluation (OSRE) in the Office of Inspector General. The primary responsibilities include conducting administrative investigations into allegations of misconduct by senior agency employees and complaints... of whistleblower reprisal. This involves: - Condu...

Posted On Oct 05, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

Title: Advanced Markets Life Insurance Specialist Job Responsibilities: - Serve as a subject matter expert supporting independent agents and distribution partners. - Work with producers, brokers, MGAs, and financial advisors to deliver complex... case design, underwriting strategy, and tailored solutions for high net...

Posted On Oct 06, 26
Full-time 1 views Experience : 3-6 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General
Job Tags:
Affirmative Action agreements blockchain company policies contracts criminal data privacy employee benefits finance Intellectual Property IP licensing agreements marketing shareholders Visa Women
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General
Job Tags:
Affirmative Action agreements blockchain company policies contracts criminal data privacy employee benefits finance Intellectual Property IP licensing agreements marketing shareholders Visa Women

Title: Contracting Counsel Manager Job Responsibilities: The Contracting Counsel Manager at the company is responsible for leading, structuring, drafting, and negotiating complex client transactions in a fast-paced corporate environment. This includes handling a variety of agreements such as master services agreements, outsourcing...

Posted On Sep 14, 26
Full-time 17 views Experience : Min 10 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation
Practice Area:
Tax - M&A and Transactions Tax - Federal
Job Tags:
acquisitions asset purchase agreements directors finance M&A marketing mergers Mergers and Acquisitions restructuring Software special projects stock purchase agreements Taxation

Title: Managing Director, Transaction Advisory Services (M&A Tax) Job Responsibilities: The Managing Director within the Special Projects Group in Transaction Advisory Services is tasked with advising clients on . federal income tax issues related to mergers and acquisitions. The primary responsibilities include: -...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Tax - International
Job Tags:
abuse acquisitions directors divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits IP M&A mergers restructuring
Practice Area:
Tax - International
Job Tags:
abuse acquisitions directors divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits IP M&A mergers restructuring

Corporate Transaction Tax & Advisory, EMEA (CTTA) Job Title Manager, Corporate Transaction Tax & Advisory, EMEA (CTTA) Job Responsibilities As a Manager in the Corporate Transaction Tax & Advisory (CTTA) team, your responsibilities will include:...

Posted On Sep 23, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization
Practice Area:
Tax - International
Job Tags:
acquisitions agreements divestitures due diligence emerging technologies Energy Financial Institutions Fringe Benefits M&A private equity reorganization

Title: Director, Corporate Transaction Tax & Advisory, EMEA (CTTA) Job Responsibilities: - Lead the delivery of complex international tax planning and transaction advisory engagements for multinational groups operating across EMEA jurisdictions. - Advise on the tax implications...

Posted On Oct 06, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General Data Privacy - Transactional
Job Tags:
ADA agreements Americans with Disabilities Act Data Protection equity export control family finance Government government affairs green card Insurance licensing NASDAQ Privacy stage
Practice Area:
Corporate - Technology Transactions Corporate - Contract Law Corporate - General Data Privacy - Transactional
Job Tags:
ADA agreements Americans with Disabilities Act Data Protection equity export control family finance Government government affairs green card Insurance licensing NASDAQ Privacy stage

Americas Global Field Organization (GFO) sales organization. - Serve as the primary legal counsel and trusted advisor to the VP of... Americas GFO and their leadership team, helping shape and execute go-to-market and sales strategies. - Provide hands-on support on multiple concurre...

Posted On Sep 11, 26
Full-time 4 views Experience : 4-7 yrs required
Practice Area:
Corporate - Contract Law Corporate - General Corporate - Compliance Antitrust and Competition - General
Job Tags:
agreements antitrust Commercial Contracts corporate governance due diligence family finance regulatory compliance renewals special projects trade sanctions
Practice Area:
Corporate - Contract Law Corporate - General Corporate - Compliance Antitrust and Competition - General
Job Tags:
agreements antitrust Commercial Contracts corporate governance due diligence family finance regulatory compliance renewals special projects trade sanctions

Title: Legal Counsel Job Responsibilities: - Draft, review, and negotiate commercial contracts, including supplier, reseller, distribution, and customer agreements. - Take ownership of a broad range of commercial legal matters, providing clear and pragmatic advice to business stakeholders. - Maintain and enhance contract templates,...

Posted On Sep 16, 26
Full-time 4 views Experience : Min 7 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Data Privacy - Transactional Corporate - Technology Transactions Corporate - Compliance Corporate - Contract Law Health Care - General Corporate - General
Job Tags:
agreements Commercial Contracts contracts equity finance Labor Law licensing licensing agreements life sciences partnerships Privacy privacy laws Software
Practice Area:
Health Care - Compliance, Transactions, HIPAA Data Privacy - Transactional Corporate - Technology Transactions Corporate - Compliance Corporate - Contract Law Health Care - General Corporate - General
Job Tags:
agreements Commercial Contracts contracts equity finance Labor Law licensing licensing agreements life sciences partnerships Privacy privacy laws Software

the combined businesses of the company. - Act as the primary legal advisor for sales, partnerships, real-world... data, people, contracts, and privacy and compliance teams. - Draft and negotiate healthcare data and software licenses, master services agreements, and other commercial agreements. - Ad...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Title: Estate and Trust Attorney Job Responsibilities: - Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Food & Drug Law Government Contracts
Job Tags:
agreements beverage contracts data privacy Data Protection FDA Government Hardware Insurance Privacy product liability regulatory compliance school districts startup
Practice Area:
Food & Drug Law Government Contracts
Job Tags:
agreements beverage contracts data privacy Data Protection FDA Government Hardware Insurance Privacy product liability regulatory compliance school districts startup

will act as the primary legal advisor for national customer agreements,... including Master Service Agreements (MSAs), Pilot/Testing Agreements, and Hardware-as-a-Service (HaaS) contracts, particularly for chain restaurants and university/college canteens. This involves supporting business negotiations to ensure favorable terms and compli...

Posted On Sep 24, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Energy and Oil & Gas - General
Job Tags:
acquisitions Administrative Law agreements Commercial Contracts contracts Corporate Law corporate transactions easements equity finance government affairs Insurance M&A mergers Mergers and Acquisitions special projects Water
Practice Area:
Corporate - M&A Corporate - General Corporate - Contract Law Energy and Oil & Gas - Transactional Electric Power - Transactional Energy - Renewables - Transactional Energy and Oil & Gas - General
Job Tags:
acquisitions Administrative Law agreements Commercial Contracts contracts Corporate Law corporate transactions easements equity finance government affairs Insurance M&A mergers Mergers and Acquisitions special projects Water

Title: Counsel, Mergers & Acquisitions Job Responsibilities: - Provide legal counsel and support to the company on a wide range of corporate, transactional, and commercial matters, with a primary focus on mergers and acquisitions, strategic transactions, and complex commercial contracts. - Support the...

Posted On Oct 01, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies directors Energy family Financial Institutions FLSA Insurance Litigation private equity professional liability shareholders trials
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies directors Energy family Financial Institutions FLSA Insurance Litigation private equity professional liability shareholders trials

Job Title: Senior Claims Specialist - Management... Responsibilities: - Serve as a Senior Claims Specialist focused on... Management Liability-Financial Institutions Claims within the company's North America Claim team. - Manage a diverse range of liability claims, including Public Directors and Officers (D&O),...

Posted On Aug 25, 26
Full-time 8 views Experience : 3-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

law firm seeks a senior-level Trusts and Estates attorney... with over seven years of experience to join their practice in New Jersey or Pennsylvania. This role involves more than basic estate planning, focusing on complex tax mitigation and business succession....

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