Retirement Planning Jobs in Wolcott

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United States
Full-time 2 views Experience : 12-14 yrs required

Title: Director & Assistant General Counsel, Privacy Job Responsibilities: - Serve as a subject matter expert on privacy law within the company's Legal, Contracts and Compliance organization. - Provide advice and counsel to the company and its businesses on all aspects of...

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Full-time 22 views Experience : 3-4 yrs required

worth trust and estate planning and administration, including knowledge... of relevant state and federal tax laws. Experience with succession planning, lifetime giving, estate and... income taxation issues, charitable giving,...

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Full-time 1 views Experience : Min 5 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Advise clients... on estate planning matters, including wills, trusts,... directives, and the broader planning conversations behind them. - Handle... probate matters in Connecticut. - Collaborate closely with attorneys and paralegals to achieve the best outcomes for...

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Part-time 1 views Experience : Min 5 yrs required

Job Title: Estate Planning Attorney Job Responsibilities: - Advise clients... on estate planning matters, including wills, trusts,... directives, and the broader planning conversations behind them - Handle... with clients, referral partners, and the community Education and Experience Information: - 5+ years of estate planning exp...

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Part-time 2 views Experience : Min 5 yrs required

Title: Real Estate Attorney Job Responsibilities: - Represent buyers, sellers, lenders, and landlords in residential and commercial real estate transactions, including purchases, sales, refinances, and leases. - Handle bank closings, including SBA 504 loan representation. - Collaborate with attorneys and paralegals on matters to...

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Full-time 2 views Experience : Min 5 yrs required

Title: Real Estate Attorney Job Responsibilities: - Represent buyers, sellers, lenders, and landlords in residential and commercial real estate transactions, including purchases, sales, refinances, and leases. - Handle bank closings, with specific involvement in SBA 504 loan representation. - Collaborate closely with attorneys and...

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Posted On Sep 01, 26
Full-time 2 views

primarily in the areas of Estate Planning, Probate Administration, Elder Law/Medicaid,... and Real Estate. Key responsibilities include: - Assisting with residential real estate transactions and closings by ordering and reviewing title searches and related documentation. - Coordinating closing schedules with clients, attorney...

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Posted On Oct 01, 26
Full-time Experience : Min 3 yrs required

Governance Coordinator Job Responsibilities: - Manage the annual governance calendar for the Corporate Secretary and Board. - Coordinate board of directors and committee meetings end-to-end, including scheduling, agenda preparation, and materials distribution. - Assist lawyers with the preparation of board and committee materials. - Administer...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 7 yrs required

Responsibilities: - Support the planning, administration, and execution of... PBM market conduct exams and compliance activities in alignment with Corporate Compliance priorities, regulatory requirements, and industry best practices. - Coordinate the execution of PBM compliance processes supporting risk assessments, business...

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Posted On Aug 04, 26
Full-time 4 views

Title Assistant Federal Defender Job Responsibilities The Assistant Federal Defender position primarily involves providing legal representation to indigent persons accused of federal crimes in the United States District Court. Key responsibilities include: - Managing a caseload with cases at varying...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 9 yrs required

Title: Program Manager I Job Responsibilities: The Program Manager I position within the organization’s Legal Services Unit is primarily responsible for processing, documenting, and responding to requests made under the Connecticut Freedom of Information Act and other information requests. The role involves...

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Full-time 1 views Experience : Min 4 yrs required

Title: Defense Litigation Associate Attorney - Mass Torts & Products Liability Job Responsibilities: The Defense Litigation Associate Attorney will be an integral part of the Mass Torts and Products Liability team at the law firm. The primary responsibilities include: - Litigating matters involving...

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Part-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and serving as a public face within the community. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive...

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Full-time 1 views Experience : Min 4 yrs required

Take and defend depositions as first chair. - Manage discovery, including e-discovery. - Draft reports, legal memoranda, pleadings, discovery demands and responses, motions, and briefs. - Participate in trial and ADR planning and preparation. - Represent clients... at courtroom conferences and motion appearances. - Mana...

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Posted On Jul 13, 26
Full-time 5 views Experience : 2-8 yrs required

ideal candidate will have experience in high net worth trust and estate planning and administration, with knowledge... of state and federal tax laws. Experience in succession planning, lifetime giving, and tax-efficient... family wealth transfer strategies is estate planning an...

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