Post Jobs Upload Your Resume Log in

Retirement Planning Jobs in Racine

31 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Wisconsin
  4. Racine
  5. Retirement Planning

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates family fiduciary finance Financial Institutions Guardianship Insurance LLC Medicaid Probate Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates family fiduciary finance Financial Institutions Guardianship Insurance LLC Medicaid Probate Software trusts Wills

with clients throughout the planning and administration process; serve... records, ensuring all notes and documents are properly organized and filed. - Collaborate with the attorney to prepare, review, and revise estate and elder law planning documents and communications, including... trusts, wil...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills

appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and maintain warm, ongoing client relationships throughout the planning and administration process. - Serve... as the day-to-day liaison between clients and the att...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 06, 26
Full-time 1 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 27, 26
Full-time 1 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 11, 26
Full-time 19 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 19, 26
Full-time 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 1 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 27, 26
Full-time 7 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 03, 26
Full-time 2 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 22, 26
Full-time 5 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 08, 26
Full-time 1 views Experience : 10-12 yrs required
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 08, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
agreements confidentiality agreements contracts entertainment family Harassment Water
Job Tags:
agreements confidentiality agreements contracts entertainment family Harassment Water

Title: Contracts Analyst I Job Responsibilities: The Contracts Analyst I at a reputed firm plays a crucial role in the review and negotiation of business agreements, particularly those related to clinical research. This includes clinical trial agreements, material transfer agreements, data use...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 08, 26
Full-time
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software

Engineering Manager Job Title: Data Engineering Manager Job Responsibilities: The Data Engineering Manager at the law firm is responsible for leading the design and development of the firm's cloud-based data platform. This role involves establishing the foundational infrastructure to ensure high-quality data is...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 25, 26
Full-time 1 views Experience : 1-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

a Trust and Estate Planning Associate with 1-4 years... to join its Estate Planning Practice Group in Milwaukee,... a variety of estate planning and administration tasks, supporting... and business estate planning and business succession ... tax planning analyses for income, gift,......

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

Law Firm In-House Public Interest Recruiter Academic
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend