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Wealth Management Jobs in Brentwood

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United States
Posted On Sep 22, 26
Full-time 3 views Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

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Posted On Sep 28, 26
Full-time Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation,...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client

estate planning. Key duties include: - Engaging in gift and estate tax planning to optimize clients' financial legacy. - Handling estate and trust administration to ensure proper management and distribution of assets. -... Facilitating charitable planning to aid clients in achieving their philant...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management

for fee revenue-producing accounts, collaborating with other disciplines within Wealth Management to develop and... retain high net worth client relationships. The role involves providing investment expertise and oversight on accounts that require decision-making and implementation. Key responsibilities include: - Developing and...

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Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

engagements involving significant family wealth, multiple entities, trusts, beneficiaries,... tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance to beneficiaries, family members, co-fiduciaries, attorneys, accountants, and other professional advisors. - Develop and main...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

comprehensive advice and customized wealth management solutions for high-net-worth... relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric... focus and a desire to exceed client expectations. - Manage high-net-worth clients and their families and multigenerational relationships. - Develop...

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Posted On Sep 14, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Vice President Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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Posted On Sep 14, 26
Full-time 5 views Experience : 6-10 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Investment Professional Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets,...

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Posted On Sep 14, 26
Full-time 4 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...

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Posted On Sep 14, 26
Full-time 1 views Experience : 3-10 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...

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Posted On Aug 24, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title

Administrative Paralegal Job Responsibilities: - Provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals within the department. - Prepare mailings to clients for documents that need to be signed. - Coordinate the in-office execution of documents with clients...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Sep 22, 26
Full-time 29 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts

Information: The salary for this position will be determined based on the candidate's experience and qualifications. This is a full-time position with benefits including health insurance, vacation time, and sick leave. Job Title: Executive Assistant/Paralegal at Law Firm...

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Posted On Sep 09, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, asset protection, and... gift and estate tax issues. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with...

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Posted On Jul 22, 26
Full-time 3 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title: General Counsel and Chief Compliance Officer Job Responsibilities: Legal Counsel & Enterprise Legal Function - Serve as the company's founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on matters of investment adviser law, securities regulation,...

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Posted On Sep 08, 26
Full-time Experience : 8-10 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

Title: Senior Trusts & Estates Tax Paralegal Job Category: Paralegals Job Responsibilities: - Responsible for a full range of estate administration matters, providing assistance to the Firm’s attorneys in administering estates, funding post-death irrevocable trusts, and preparing documents. - Prepare probate and file estate-related...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Taxation trusts wealth management Wills

Title: Trusts & Estates Associate Job Responsibilities: - Handle high-level and strategic aspects of multiple legal matters simultaneously, from inception to conclusion. - Maintain strong attention to detail and exhibit good interpersonal skills for effective communication with attorneys and clients. -...

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting c...

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Posted On Jul 28, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts Ethics finance Insurance special projects
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts Ethics finance Insurance special projects

Title: Senior Paralegal - Contracts Job Responsibilities: - Review, draft, negotiate, and administer commercial contracts, client agreements, amendments, and related legal documents. - Manage the full contract lifecycle, including contract intake, review, negotiation, approval, execution, and document retention. - Triage and prioritize contract requests...

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