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Retirement Planning Jobs in Mequon

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United States
Posted On Aug 15, 26
Full-time 120 views Experience : Min 5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills
Practice Area:
Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Case Law contracts Criminal Law Estate Planning Ethics evidence family Family Law Guardianship health insurance Litigation personal injury pleadings Probate Wills

serve our clients and the community. We are currently a firm of five attorneys working in estate planning, business planning, personal injury,... family law, real estate, and criminal law. With upcoming retirements, **Members Only,** is looking to hire an experienced transactio...

Posted On Aug 04, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Identity Theft Insurance Probate Retirement Planning trusts Wills

JOB TITLE: Estate Planning/Probate Attorney JOB RESPONSIBILITIES: The Estate Planning/Probate... Attorney at the law... legal services in estate planning. The responsibilities include: - Assisting... Conducting client meetings to gather information, understand client concerns, and explain planning options. - Drafting timely and... accurate estate planning docume...

Posted On Sep 15, 26
Full-time 2 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance trusts Wills

Title: Legal Assistant Job Responsibilities: - Warmly greet clients and visitors, obtain their names, provide seating and refreshments, and notify the appropriate attorney or Navigator of their arrival. - Prepare, print, assemble, scan, and maintain legal documents and client files. - Witness and notarize...

Posted On Sep 06, 26
Full-time 2 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Affirmative Action Business Law equity Estate and Trust Estate Planning fiduciary gift tax Insurance Probate

Title: Trust & Estate Planning Associate Job Responsibilities: The Trust &... Estate Planning Associate will support a... broad range of estate planning and administration matters. Key... the drafting of estate planning and business succession documents... and generation-skipping transfer tax planning analyses. - Contributing to charitable... planning...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Job Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with... comprehensive plans and deliver thought leadership, planning education, and targeted consultation... for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business succession,... tax mitigation, and executive compensation strategies. - Asse...

Posted On Jul 27, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
appeals employee benefits Employee Benefits Law Employee Retirement Income Security Act Employment Law equity ERISA Government Insurance Labor Relations Partnership Restrictive Covenants Securities stage Taxation wage and hour
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Employment Law - Management (Compliance & Counseling) Employment Law - Wage and Hour - Defense Employment Law - Wage and Hour - General Employment Law - General
Job Tags:
appeals employee benefits Employee Benefits Law Employee Retirement Income Security Act Employment Law equity ERISA Government Insurance Labor Relations Partnership Restrictive Covenants Securities stage Taxation wage and hour

President – Corporate Counsel. The primary responsibilities include: - Providing legal advice on the design, implementation, and administration of employee benefit programs, such as retirement plans and health and... welfare plans, ensuring compliance with federal and state laws, including th...

Posted On Sep 11, 26
Full-time 21 views Experience : 3-5 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts

law firm. This position involves handling a wide range of benefits and compensation issues, working with qualified retirement plans, health and welfare... plans, and executive and deferred compensation arrangements. Additional responsibilities include supporting benefits and compensation in mergers and acquisition...

Posted On Aug 19, 26
Full-time 1 views Experience : 2-5 yrs required
Job Tags:
Energy Estate Planning health insurance Insurance marketing
Job Tags:
Energy Estate Planning health insurance Insurance marketing

**Job Title:** Estate Planning Legal Executive Assistant **Job Responsibilities:** The... Estate Planning Legal Executive Assistant is... the law firm's Estate Planning practice. This includes: - Leading... the management and administration of a large volume of time-sensitive communications. - Maintaining attorney business development contact lists through...

Posted On Sep 09, 26
Full-time 2 views Experience : 5-9 yrs required
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

for providing specialized wealth planning for High Net Worth... Net Worth (UHNW) clients to help them meet their long-term financial goals. This role involves collaboration with other planning professionals and Relationship Managers,... such as Private Bankers, Investment Counsellors, and I...

Posted On Sep 15, 26
Full-time 8 views
Job Tags:
agreements Corporate Taxation directors marketing partnerships Software Taxation
Job Tags:
agreements Corporate Taxation directors marketing partnerships Software Taxation

Title: Tax Experienced Manager, State and Local Tax Job Responsibilities: A Tax Experienced Manager, State and Local Tax is responsible for advising clients on the tax implications related to their business objectives and recommending alternative courses of action. This role involves identifying...

Posted On Sep 05, 26
Full-time 10 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: Nonprofit Tax Advisory & Compliance - Advise nonprofit and tax-exempt clients on §501(c) status and ongoing compliance. - Provide guidance on IRS filings, including Form 1023 and Form 990. - Counsel on unrelated business taxable...

Posted On Jul 03, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - eDiscovery General Litigation - Document Review
Job Tags:
agreements criminal Financial Institutions H-1B Insurance Retirement Planning special projects title
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - eDiscovery General Litigation - Document Review
Job Tags:
agreements criminal Financial Institutions H-1B Insurance Retirement Planning special projects title

Title Paralegal – Subpoena Response Team Job Responsibilities As a Paralegal on the Subpoena Response Team, you will be responsible for reviewing, researching, and preparing responses to third-party legal requests, including subpoenas, investigative demands, and related inquiries. Your duties will...

Posted On Jul 22, 26
Full-time 4 views Experience : Min 6 yrs required
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - eDiscovery General Litigation - Document Review Litigation - White Collar Crime & Government Investigations - Defense
Job Tags:
agreements entertainment Financial Institutions government investigations H-1B Insurance Litigation Retirement Planning title
Practice Area:
Litigation - Regulatory Enforcement (SEC, Telecom, Energy, etc.) Litigation - eDiscovery General Litigation - Document Review Litigation - White Collar Crime & Government Investigations - Defense
Job Tags:
agreements entertainment Financial Institutions government investigations H-1B Insurance Litigation Retirement Planning title

Title Litigation Counsel Job Responsibilities A successful Litigation Counsel at the company supports enterprise-wide disputes, claims, subpoenas, document requests, and government investigations. Acting as staff counsel, you will provide counsel to business stakeholders on legal matters and requests from third...

Posted On Jul 22, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements contracts data privacy finance Financial Institutions H-1B Insurance Privacy Retirement Planning title
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements contracts data privacy finance Financial Institutions H-1B Insurance Privacy Retirement Planning title

Title Corporate Counsel - Commercial Job Responsibilities As a Corporate Counsel - Commercial, you will be responsible for providing legal support to sales and business teams within the company's Merchant Solutions division. This involves drafting and negotiating commercial agreements with...

Posted On Sep 08, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects

Manager Job Responsibilities: Strategic Leadership & Planning: - Implement lateral paralegal and... attorney recruiting and hiring efforts in collaboration with the Managing Director of Growth, Director of Legal Recruiting, and firm leadership. - Regularly meet with leadership to provide updates on candidates and align...

Posted On Jul 07, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Government and Government Relations Government - General
Job Tags:
abuse ADA Affirmative Action American with Disabilities Act children Civil Rights crime directors Disability Benefits family finance health insurance Identity Theft Insurance Litigation Medicaid Medicare social security spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act
Practice Area:
Government and Government Relations Government - General
Job Tags:
abuse ADA Affirmative Action American with Disabilities Act children Civil Rights crime directors Disability Benefits family finance health insurance Identity Theft Insurance Litigation Medicaid Medicare social security spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act

Title: Managing Attorney Job Responsibilities: The Managing Attorney at a reputed firm will play a crucial role in leading and coordinating short-term advocacy and investigations work. Key responsibilities include: - Team Oversight (40%): - Collaborate with advocacy, investigations, and monitoring teams to...

Posted On Jul 07, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Plaintiffs & Class Actions
Job Tags:
ADA Affirmative Action American with Disabilities Act children directors family finance health insurance Identity Theft Insurance Litigation spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Employment Law - Litigation Plaintiffs & Class Actions
Job Tags:
ADA Affirmative Action American with Disabilities Act children directors family finance health insurance Identity Theft Insurance Litigation spouse Title VII of the Civil Rights Act of 1964 Uniformed Services Employment and Reemployment Rights Act

Title: Managing Attorney Job Responsibilities: - Team Leadership and Coordination: The Managing Attorney will lead and coordinate short-term advocacy and investigations, develop and implement advocacy plans, supervise attorneys and advocates, manage grants, and ensure advocacy quality assurance. This includes overseeing and engaging...

Posted On Aug 10, 26
Full-time 35 views Experience : 3-20 yrs required
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General

Overview: A law firm is seeking an experienced and entrepreneurial Injury Law Attorney to lead and grow its regional injury practice. The successful candidate will work closely with the firm's executive committee to expand its injury practice, which serves a...

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