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Senior Wealth Management Attorney Jobs in Philadelphia

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Senior Wealth Management Attorney Jobs in Philadelphia - Related Job Titles

Bank Compliance Attorney
United States
Posted On Sep 01, 26
Full-time 2 views Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Structured Finance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital
Practice Area:
Corporate - Asset/Investment Management Finance - Structured Finance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital

Job Title: Investment Management Associate Job Responsibilities: The Investment Management... Associate will join a... nationally recognized investment management practice at the law... firm. The role involves advising sophisticated institutional investors, private funds, and other market participants on a comprehensive range of fund...

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,... charitable giving, trust administration, wealth transfer, and business succession... matters. - Work closely with clients and their outside legal counsel to ensure comprehensive...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Job Title: Senior Counsel - Trusts and... while regularly interacting with management. - Oversees legal research,... legal compliance and risk management. - Responsible for managing... the expense for outside counsel relationships, providing strategic direction on when to leverage outside counsel....

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

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business succession, and... execu...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Job Title: Wealth Strategist III Job Responsibilities: - Develop,... consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Job Title: Wealth Strategist II Job Responsibilities: - Develops,... clients. - Collaborates with more senior planning resources on complex... matters and specific subject matters. - Partners in acquiring new clients and works to retain, expand, and deepen existing relationships. - Conducts and reviews research as...

Posted On Jul 29, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management

and risk issues affecting wealth technology businesses. - Engage in... contract review, negotiation, and drafting; counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Offer practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS products, AI in...

Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title

Assistant General Counsel, Retail Brokerage Platform Job Responsibilities: The Assistant General Counsel for the Retail in supporting the Personal Wealth business, specifically focusing on... the retail brokerage and wealth platform that serves over... The position requires the attorney to function as a......

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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