Retirement Planning Jobs in Edgewater

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Full-time 9 views Experience : Min 5 yrs required

Title: Fiduciary Litigation Associate (5+ years); Private Client Practice Job Responsibilities: The Fiduciary Litigation Associate will be a part of the law firm's Private Client Group, specifically within the tax department. The primary responsibilities include: - Assisting with fiduciary litigation cases. - Creating, drafting,...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required

advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession... planning, charitable planning, and trust... tax planning. - Communicate with strategic partners,... such as attorneys or law firms, to facilitate the drafting of estate documents. -...

Full-time 2 views Experience : Min 4 yrs required

Title: Associate - Private Wealth Job Responsibilities: The position involves a range of responsibilities aimed at providing comprehensive legal services in the area of private wealth. Key duties include: - Complex drafting, research, and tax analysis to support private wealth management. - Project management...

Full-time 2 views Experience : 2-6 yrs required

Title: Tax Associate (2-6 years); Private Client Practice Job Responsibilities: The Tax Associate position in the Private Client practice involves creating, drafting, and implementing sophisticated wealth transfer plans for high-net-worth individuals. Additionally, the associate will collaborate and assist with all aspects of...

Full-time 24 views Experience : 3-5 yrs required

the Employee Benefits and Executive Compensation group. The responsibilities include: - Handling qualified retirement plans, health and welfare... plans, executive and deferred compensation arrangements. - Supporting benefits and compensation in mergers and acquisitions, ERISA litigation, and withdrawal liability. - Collaborating in a te...

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

Title: General Counsel Summary of Job Responsibilities The General Counsel (GC) position is an integral part of the Executive Leadership Team at the organization. The role is responsible for safeguarding the organization's legal posture and interests as delineated by Colorado Statute, the...

Full-time 7 views Experience : Min 5 yrs required

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: The law firm is seeking a senior exempt organizations attorney to serve its nonprofit and tax-exempt clients. The candidate will be responsible for advising nonprofit and tax-exempt clients on §501(c) status and...

Full-time 4 views Experience : 8-10 yrs required

TITLE: Associate Counsel JOB RESPONSIBILITIES: The Associate Counsel at a reputed firm is expected to provide comprehensive legal services, research, and analysis to the System Administration and campuses. The individual will use their advanced knowledge in the professional practice of law to...

Full-time 4 views Experience : 8-10 yrs required

Title: Associate Counsel Job Responsibilities: The Associate Counsel is a key member of the professional staff at **Members Only.**’s Office of University Counsel. The position involves providing legal services, research, and analysis to the CU System Administration and campuses. The...

Full-time 6 views Experience : 8-10 yrs required

Title: Associate Counsel Job Responsibilities: The Associate Counsel is a pivotal member of the professional staff at a reputed firm's Office of University Counsel. This role involves providing legal services, research, and analysis to the System Administration and campuses of a reputed...

Full-time 6 views Experience : 8-10 yrs required

Title: Associate Counsel Job Responsibilities: The Associate Counsel is responsible for providing legal services, research, and analysis to the System Administration and campuses of a reputed firm. Key responsibilities include: - Advising on labor and employment issues across the system and campuses. - Providing...

Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required

tax implications, investment strategies, retirement planning, and estate planning. -... Specialized Investment Strategies: Work... closely with the Investment Team to develop and recommend investment strategies that align with the client's specific needs, risk tolerance, and financial goals, taking into consideration their...

Full-time 1 views Experience : Min 3 yrs required

Title: Litigation Attorney Job Responsibilities: - Investigate and defend first- and third-party insurance claims, ensuring comprehensive analysis and strategic defense. - Handle a variety of legal matters including personal injury, construction, premises liability, coverage disputes, and bad faith matters. - Take and defend depositions...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required

teams interested in wealth planning services, focusing on trust,... estate/wealth transfer, and financial planning needs for high- and... clients. - Lead the wealth planning engagement process with clients... from start to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth Strategy Analysts...

Posted On Aug 17, 26
Full-time 33 views Experience : 3-20 yrs required

a deep understanding of probate and estate planning. The successful candidate will... manage a diverse portfolio of clients, ranging from simple estate matters to complex contested situations, and will be responsible for creating comprehensive estate plans that cater to cl...

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