Retirement Planning Jobs in Mountlake Terrace

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United States
Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects to nurture leads and convert them into long-term clients. - Lead local events with TurboTax's support, participate...

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Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador by enthusiastically representing TurboTax locally and serving as a public face of TurboTax within the community. - Engage with new prospects, nurture leads, and convert these prospects into...

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Full-time 2 views Experience : Min 6 yrs required

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Full-time 7 views Experience : 3-6 yrs required

business owners and executives, corporate fiduciaries, and charitable organizations. Key responsibilities include: - Engaging in estate and tax planning activities. - Advising clients... on legal matters related to trusts and estates. - Collaborating with clients to develop strategies for a...

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Full-time 2 views

Title: Associate Attorney Job Responsibilities: The Associate Attorney will perform a broad range of tasks across the law firm's practice areas, which include estate planning, probate and trust administration,... marital and cohabitation agreements, trusts, and long-term care planning. The role involves engaging......

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Full-time 4 views Experience : Min 3 yrs required

lead the Tribal Estate Planning and Legal Access Fellowship... and direct legal service. Key responsibilities include: - Designing and supervising the Tribal Estate Planning and Legal Access Fellowship. -... Collaborating with department faculty, staff, Tribal partners, and students to create a su...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 3 yrs required

Attorney for Tribal Estate Planning and Legal Access Fellowship Job... lead the Tribal Estate Planning and Legal Access Fellowship... within the Northwest Center for Indigenous Law (NCIL) at a reputed firm. The position involves designing and supervising the Fellowship, which combines...

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Posted On Jul 08, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Trust and Estate Gift Program Manager Job Responsibilities: - Manage the trust and estate gift program and serve as a key resource for the department on all trust and estate matters. - Plan charitable strategies and manage donor relations. - Provide administrative oversight...

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Full-time 11 views Experience : 3-5 yrs required

Title: Mergers & Acquisitions Associate - Midlevel Job Responsibilities: - Support middle-market mergers and acquisitions, including buy-side and sell-side transactions for private companies and strategic investors. - Assist with transaction structuring, due diligence, negotiation, and closing processes. - Draft and negotiate transaction documents, including...

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Full-time 14 views Experience : Min 3 yrs required

Title: Construction Transactions & Litigation Associate - Midlevel Job Responsibilities: - Draft and negotiate construction and design agreements. - Advise clients on contract terms and risk allocation. - Support dispute resolution and litigation related to construction projects. - Work with both custom and industry-standard contract...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

wealth transfer, charitable and retirement planning, and tax compliance. -... Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes planning and executing client tax... engagements. - Collaborate with specialists regarding state and local...

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Posted On Aug 05, 26
Full-time 1 views Experience : 2-10 yrs required

OverviewA law firm seeks a Senior Associate Attorney for its expanding insurance coverage practice group in Kirkland, WA. The ideal candidate will have 3-6 years of experience and must be admitted to the Washington State Bar. This role involves working...

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