Asset Protection Jobs in Beaver

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United States
Full-time 12 views Experience : 2-5 yrs required

documents, and funding estate plans. - Communicate with financial advisors to provide comprehensive estate planning services. - Work on the front lines of client communication to further the law firm's mission of providing excellent Estate Planning and Asset Protection Se...

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Full-time 1 views Experience : Min 3 yrs required

counsel in elder law and estate planning. - Draft wills, trusts, powers of attorney, advance directives, and related estate planning documents. - Develop and implement Medicaid planning and asset protection strategies. - Handle probate... and trust administration matters. - Provide practical, compassionate legal adv...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required

Wealth Strategist Job Title: Senior Wealth Strategist Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in...

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Full-time 4 views Experience : Min 15 yrs required

engineering, and technology leaders to develop and execute a global intellectual property strategy aligned with company’s innovation and business objectives. - Drive the identification, protection, development, maintenance, exploitation, and... optimization of company’s intellectual property portfolio worldwide. - Advise executive leader...

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Full-time 1 views Experience : Min 3 yrs required

circumstances. - Draft and review estate planning documents, including wills, revocable living trusts, asset protection and Medicaid trusts,... powers of attorney, and healthcare directives. - Develop asset protection and wealth preservation... strategies for individuals and families. - Counsel clients...

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Full-time 2 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. - Manages the expense for outside...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with senior planning resources on complex matters and specific subject areas. - Engages in the acquisition of new clients and retains, expands, and...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

Title Wealth Strategist II Job Responsibilities As a Wealth Strategist II at the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients. The role involves collaboration with more senior planning resources on complex...

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Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required

Title: Wealth Strategist III Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of...

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Full-time Experience : 3-8 yrs required

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

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Full-time 10 views Experience : 3-5 yrs required

variety of tasks related to mergers and acquisitions. The primary duties include: - Drafting, reviewing, and negotiating merger agreements, stock purchase agreements, asset purchase agreements, letters of... intent, and related documents. - Managing and closing M&A transactions and related deals with meaningf...

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Posted On Aug 17, 26
Full-time 25 views Experience : 10-10 yrs required

Title: Senior Manager, Security Operations Job Responsibilities: The Senior Manager, Security Operations is responsible for overseeing cyber security, forensics, incident response, and physical security operations at the law firm. The role involves implementing monitoring technologies, incident response systems, and a comprehensive security...

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 8 yrs required

Title: Fiduciary Advisor Senior - PNC Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required

Title: Wealth Strategist Sr. - PNC Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and...

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Posted On Aug 05, 26
Full-time 1 views

Title: Legal Operations Manager - IP & Tech Job Responsibilities: - Draft, review, and negotiate various agreements, providing practical legal guidance and support for business and product development activities. - Drive improvements in legal operations by optimizing workflows, tools, templates, matter tracking, legal...

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Full-time 4 views Experience : 3-5 yrs required

firm. Key responsibilities include: - Drafting, reviewing, and negotiating various agreements such as merger agreements, stock purchase agreements, asset purchase agreements, letters of... intent, and related documents. - Managing and closing M&A and related transactions with meaningful responsibility. - Conducting legal due d...

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Posted On Aug 18, 26
Full-time 7 views Experience : 1-3 yrs required

planning cases, including client meetings, document drafting, and communication with financial advisors. The associate will be a key point of contact for clients, ensuring excellent service and supporting the firm's mission of providing top-tier estate planning and asset protection ...

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