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Wealth Management Jobs in Aventura

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United States
Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate trusts Wills

Legal Assistant Job Responsibilities: - Document Management: Responsible for scanning, mailing,... and visitors with professionalism and courtesy to provide a welcoming environment and facilitate client relations. - Scheduling: Assist with appointment scheduling and calendar management to ensure efficient time... management and resource allocati...

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Posted On Sep 02, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Insurance pleadings Probate Real Estate Law Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Insurance pleadings Probate Real Estate Law Software trusts Wills

Title: Florida Paralegal/Legal Assistant Job Responsibilities: - Organizing files and ensuring their progression within the legal process - Docketing and scheduling various events related to cases - Drafting probate pleadings and estate planning documents, including wills, trusts, deeds, and durable power of attorney - Communicating...

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Posted On Aug 14, 26
Full-time 1 views Experience : 7-10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Probate regulatory compliance trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning estates Medicaid Probate regulatory compliance trusts wealth transfer Wills

wills, trusts, and developing wealth transfer strategies. - Draft... and review estate planning documents, including powers of attorney and healthcare directives. - Advise clients on tax-efficient structures, asset protection, and elder-law related planning. - Oversee probate and trust administration and...

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Posted On Sep 21, 26
Full-time 7 views Experience : Min 7 yrs required
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts

Client Engagement & Relationship Management: - Serve as the... primary point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build...

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Posted On Aug 14, 26
Full-time 2 views
Practice Area:
Native American Law Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Litigation - Securities Litigation Litigation - Commercial Litigation - General (consumer) Environmental Law - Litigation Litigation - Trusts & Estates Litigation - Technology and Software Disputes Litigation - Workers Compensation Litigation - eDiscovery General Litigation - Document Review Intellectual Property - Patent General Patent Agent - General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Patent Agents/Technical Specialists - Hard Sciences Immigration - General
Job Tags:
civil litigation commercial litigation document review Environmental Law Estate Planning Family Law Litigation Patent pleadings Software
Practice Area:
Native American Law Estate & Tax Planning Trusts and Estates - General Adoption Law Divorce Law Family Law - General Litigation - Securities Litigation Litigation - Commercial Litigation - General (consumer) Environmental Law - Litigation Litigation - Trusts & Estates Litigation - Technology and Software Disputes Litigation - Workers Compensation Litigation - eDiscovery General Litigation - Document Review Intellectual Property - Patent General Patent Agent - General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Patent Agents/Technical Specialists - Hard Sciences Immigration - General
Job Tags:
civil litigation commercial litigation document review Environmental Law Estate Planning Family Law Litigation Patent pleadings Software

to support various legal functions across multiple practice areas, including estate planning, environmental law, family law, and civil litigation. As a key contributor, you will assist with legal research, document management, client communication, and case... support in a fast-paced en...

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Posted On Sep 24, 26
Full-time 45 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts

Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Elder Law Estate Planning health insurance Insurance Probate special projects
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Elder Law Estate Planning health insurance Insurance Probate special projects

Title: Probate Paralegal Job Responsibilities: The probate paralegal will support attorneys in various estate planning legal matters, ensuring compliance and facilitating efficient operations within the law firm. Key responsibilities include: - Assisting with scheduling, managing calendars, handling special projects, and maintaining communications. - Preparing...

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Posted On Sep 18, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

a fiduciary capacity, ensuring compliance with laws and client expectations. - Review and analyze various legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, and waivers, providing legal advice to internal partners. - Provide legal counsel to management and business partne...

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Posted On Jul 29, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Guardianship Insurance Litigation Probate Property Management trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Guardianship Insurance Litigation Probate Property Management trusts Wills

around the preparation and management of estate planning matters.... This includes drafting, reviewing, and finalizing essential estate planning documents such as wills, trusts (both revocable and irrevocable), powers of attorney, and health care directives. You will conduct client consultations, guiding...

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Posted On Aug 21, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Family Law - General Litigation - Commercial Litigation - Labor & Employment Personal Injury Defense Estate & Tax Planning
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation Litigation Patent personal injury Personal Injury Law pleadings Practice of Law Real Estate Law Software
Practice Area:
Family Law - General Litigation - Commercial Litigation - Labor & Employment Personal Injury Defense Estate & Tax Planning
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation Litigation Patent personal injury Personal Injury Law pleadings Practice of Law Real Estate Law Software

Overview We are seeking a dynamic and detail-oriented Associate Attorney to join our legal team at the law firm. This role offers an exciting opportunity to work across a diverse range of practice areas, including estate planning, environmental law, immigration law,...

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Posted On Aug 31, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Estate Planning estates fiduciary Financial Institutions Labor and Employment pleadings Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Estate Planning estates fiduciary Financial Institutions Labor and Employment pleadings Probate Software trusts

Description Law firm is a boutique law firm that focuses on innovative, tailored legal strategies for clients in both transactional and civil litigation matters. With more than 70 years of combined partner experience, the firm offers big-firm expertise with boutique-firm responsiveness...

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Posted On Sep 01, 26
Full-time 1 views Experience : 5-9 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts

Learn and implement case management processes to effectively support... the legal team. - Manage a caseload of estate plans, probate matters, and trust administrations. - Focus on new business development through speaking engagements and presentations. - Collaborate with the managing attorney on case...

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Posted On Sep 08, 26
Full-time 1 views Experience : Max 4 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills

Job Title: Private Wealth Services Associate Job Responsibilities:... probate, trust administration, and other private wealth issues. - Support the... team with the administration of estates and trusts, including probate filings and asset transfers. - Participate in client meetings and assist...

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Posted On Sep 20, 26
Full-time
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

to probate and estate administration. The attorney will handle a variety of cases and ensure that the legal and administrative aspects of estate management are conducted in compliance... with applicable laws and regulations. Key responsibilities include: - Advising clients on est...

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Posted On Sep 21, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

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Posted On Sep 13, 26
Full-time 2 views Experience : 3-5 yrs required
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects

Business Development Coordinator - Wealth and Tax Job Responsibilities: The... Senior Business Development Coordinator is responsible for providing business development and marketing support within the law firm's Marketing Department and assigned Section/Practice Group(s). Key responsibilities include: - Becoming a legal marketing expert...

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Trust and Estates Attorney

Recruiter • **Members Only** Fort Lauderdale, FL

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Posted On Aug 10, 26
Full-time 1 views Experience : 1-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Trust and Estates Attorney in Fort Lauderdale, FL. Candidates should have 2-10 years of experience, with a preference for those possessing business acumen for candidates with over 5 years of experience. Expertise in complex estate...

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