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Retirement Planning Jobs in New York City

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United States
Posted On Jul 07, 26
Full-time 5 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with... a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant...

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Posted On Sep 09, 26
Full-time Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax health insurance Insurance Probate treaties trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax health insurance Insurance Probate treaties trusts

Estate Planning Attorney Job Title Estate Planning Attorney Job... Responsibilities The Estate Planning Attorney will be responsible... for drafting estate planning documents and advising on... trusts. A strong understanding of estate and gift tax law and sophisticated planning structures is essential. The... role...

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Posted On Sep 09, 26
Full-time Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax Insurance Probate title treaties trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning gift tax Insurance Probate title treaties trusts

Job Title: Estate Planning Attorney Job Responsibilities: The Estate Planning... Attorney will be responsible... for drafting estate planning documents and advising on... gift tax law and implementing sophisticated planning structures. - Providing guidance on... global gift and estate tax planning, particularly for m...

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Posted On Sep 10, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

Client Department, focusing on sophisticated legal matters related to high-net-worth trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Demonstrating knowledge... of relevant state and federal tax laws. - Handling domestic estate planning, including succession...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation private client Taxation trusts wealth transfer

high-net-worth trust and estate planning and administration. - Demonstrating... state and federal tax laws. - Handling domestic estate planning, which includes succession planning,... lifetime giving, estate and... income taxation issues, charitable giving, and estate planning for retirement assets. -......

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Posted On Jul 14, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Posted On Jul 06, 26
Full-time 11 views Experience : 2-4 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
agreements child Disability Benefits employee benefits equity family Retirement Planning shareholders
Practice Area:
ERISA/Executive Compensation Transactions & Compliance
Job Tags:
agreements child Disability Benefits employee benefits equity family Retirement Planning shareholders

Title: Associate - Executive Compensation & Employee Benefits Job Responsibilities: The associate will join the Executive Compensation and Employee Benefits Group at the law firm. The role involves working closely with shareholders and participating in business development and client-facing activities....

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Posted On Jul 14, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - International Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management
Practice Area:
Tax - M&A and Transactions Tax - Federal Tax - International Tax-General Practice (Transaction) Tax - Private Client Services Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management

a high-impact Corporate Tax Planning team advising on complex... offers broad exposure to investment, wealth, and retail financial services with meaningful influence on business outcomes. As a Tax Attorney Vice President on the Corporate Tax Planning team, you will provide... pragmati...

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Posted On Aug 09, 26
Full-time Experience : 2-9 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
corporate governance directors Employment Law ERISA initial public offerings Mergers and Acquisitions Securities spectrum
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
corporate governance directors Employment Law ERISA initial public offerings Mergers and Acquisitions Securities spectrum

Title: Lateral Associate - Corporate: Executive Compensation Job Responsibilities: The Lateral Associate in the Executive Compensation group at the law firm will be responsible for advising companies, boards of directors, compensation committees, management teams, and individual executives on a wide...

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Posted On Jul 23, 26
Full-time Experience : 2-8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General

OverviewA law firm seeks an Associate in New York, NY, with a focus on Executive Compensation, Employment, and Benefits. The ideal candidate will have a minimum of 3 years of experience in benefits and compensation, contributing to a dynamic team...

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