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Retirement Planning Jobs in Mooresville

46 jobs
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  3. North Carolina
  4. Mooresville
  5. Retirement Planning

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United States
Posted On Aug 23, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give... hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (....

Posted On Sep 11, 26
Full-time 22 views Experience : 3-5 yrs required
Practice Area:
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/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. The associate will handle a wide array of responsibilities related to employee benefits and executive compensation. Key responsibilities include: - Advising on qualified retirement plans, health and welfare... plans, and executive and deferred compensation arrangements. - Supporting benefits and compens...

Posted On Jul 30, 26
Full-time 1 views Experience : 2-10 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management
Job Tags:
Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Title: Advice and Financial Planning Wealth Management Analyst Job Responsibilities: -... developing and delivering advanced planning advice to High and... Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including adding to... the collective expertise, educating...

Posted On Sep 11, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA/Executive Compensation - Litigation - Defense
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA/Executive Compensation - Litigation - Defense
Job Tags:
Deferred Compensation employee benefits Equal Pay Act ERISA litigation family Insurance LLC M&A Qualified Retirement Plans spectrum trusts

and Executive Compensation group. This role involves handling a wide range of benefits and compensation issues for clients both nationally and globally. Specific responsibilities include: - Advising on qualified retirement plans, health and welfare... plans, and executive and deferred compensation arrangements....

Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer
Job Tags:
banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

sophisticated financial and estate planning solutions for high-net-worth clients,... Advisors and collaborate with internal specialists and external centers of influence to provide holistic planning guidance. - Conduct detailed analyses... of financial, estate, and wealth transfer planning documents to identify opportunities... an...

Posted On Jul 22, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Finance - General
Job Tags:
Commercial Lending health insurance Insurance lending Retirement Planning
Practice Area:
Finance - General
Job Tags:
Commercial Lending health insurance Insurance lending Retirement Planning

Title: Commercial Lending Associate Job Responsibilities: The Commercial Lending Associate will play a crucial role in representing regional and national lenders in secured transactions. This position involves managing complex engagements within a team environment. The candidate should demonstrate strong research, writing, organizational,...

Posted On Sep 12, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General
Job Tags:
Electrical Engineering health insurance Insurance Intellectual Property IP Patent Retirement Planning Telecommunications Trademark
Practice Area:
Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General
Job Tags:
Electrical Engineering health insurance Insurance Intellectual Property IP Patent Retirement Planning Telecommunications Trademark

Title: IP Associate Job Responsibilities: The primary focus of the IP Associate position is patent preparation and prosecution, with an opportunity to work on a wide variety of intellectual property matters. The role requires strong organizational skills, verbal and written communication skills,...

Posted On Sep 12, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
Copyright depositions health insurance Insurance IP organizational documents Patent patent prosecution pleadings Retirement Planning Software special projects Trademark USPTO
Job Tags:
Copyright depositions health insurance Insurance IP organizational documents Patent patent prosecution pleadings Retirement Planning Software special projects Trademark USPTO

Title: Legal Support Assistant Job Responsibilities: The Legal Support Assistant is tasked with delivering comprehensive IP docketing services within the law firm. This includes handling both foreign and domestic patent and trademark docketing. Major responsibilities include: - Performing complex administrative duties that require...

Posted On Aug 19, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Intellectual Property - General
Job Tags:
Copyright depositions health insurance Insurance IP organizational documents Patent patent prosecution pleadings Retirement Planning Software special projects Trademark USPTO
Practice Area:
Intellectual Property - General
Job Tags:
Copyright depositions health insurance Insurance IP organizational documents Patent patent prosecution pleadings Retirement Planning Software special projects Trademark USPTO

Title: Legal Support Assistant Job Responsibilities: - Perform complex administrative duties requiring knowledge of legal terminology and legal processes. - File briefs, pleadings, and other filings in district/state/federal court as needed. - Schedule and coordinate logistics for meetings, travel, and depositions. - Maintain calendars including...

Posted On Aug 17, 26
Full-time 16 views Experience : Min 10 yrs required
Job Tags:
child Computer Science criminal Cybersecurity data security directors Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing regulatory compliance spouse
Job Tags:
child Computer Science criminal Cybersecurity data security directors Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing regulatory compliance spouse

Title: Senior Manager, Security Operations Job Responsibilities: The Senior Manager, Security Operations at the law firm is responsible for overseeing cyber security, forensics, incident response, and physical security operations. Key duties include: - Implementing comprehensive strategies for network monitoring and intrusion detection analysis...

Posted On Aug 17, 26
Full-time 10 views Experience : Min 3 yrs required
Job Tags:
child Computer Science criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse
Job Tags:
child Computer Science criminal Domestic Violence entertainment family fraud Harassment indemnity Insurance Profit Sharing Software spouse

Title: Financial Systems Application Engineer II Job Responsibilities: The Financial Systems Application Engineer II at the law firm is primarily responsible for managing and supporting financial software systems, particularly Elite 3E, and related programs. Key responsibilities include: - Assisting with the installation, configuration,...

Posted On Aug 06, 26
Full-time 8 views Experience : 1-3 yrs required
Job Tags:
closing documents family HOA Insurance insurance coverage Real Estate Law residential real estate
Job Tags:
closing documents family HOA Insurance insurance coverage Real Estate Law residential real estate

Title: Pre-Closer Job Responsibilities: - Assist the Paralegal/Closer or Closing Attorney in handling real estate activities and transactions on behalf of clients. - Order Homeowners Association (HOA) Statements and Mortgage Payoffs. - Communicate with buyers and sellers regarding closing times, locations, and other relevant...

Posted On Aug 06, 26
Full-time 5 views Experience : 1-5 yrs required
Job Tags:
closing documents family Insurance insurance coverage Real Estate Law residential real estate title
Job Tags:
closing documents family Insurance insurance coverage Real Estate Law residential real estate title

Title: Residential Real Estate Law Firm Post-Closer Job Responsibilities: - Scan in Closing Documents: The post-closer is responsible for digitizing all relevant closing documents to ensure they are properly filed and accessible. - Update Title with Register of Deeds, VCap, and Odyssey Systems:...

Posted On Jul 08, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Tax - General Tax - Exempt Organization
Practice Area:
Tax - General Tax - Exempt Organization

OverviewA law firm seeks a Tax Attorney specializing in nonprofit and tax-exempt organizations in Greenville, NC. The ideal candidate will have extensive experience advising on tax compliance, governance, and regulatory requirements for Section 501(c) organizations. This role offers the opportunity...

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