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Wealth Management Jobs in Bridgeport

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United States
Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, and estate planning matters. - Prepare and file Connecticut Probate Court pleadings, forms, fiduciary accountings, and related documents. - Manage probate and trust administration files from opening through closing. -...

Posted On Sep 07, 26
Full-time 40 views
Job Tags:
asset management child family finance higher education Insurance investment management mother Partnership pension plans sovereign wealth spectrum wealth management
Job Tags:
asset management child family finance higher education Insurance investment management mother Partnership pension plans sovereign wealth spectrum wealth management

Summer Analyst - Asset Management Division Experience: Pursuing a... Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation to...

Posted On Sep 17, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets corporate governance Corporate Law family Insurance NASDAQ NYSE private equity Securities shareholders Software
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets corporate governance Corporate Law family Insurance NASDAQ NYSE private equity Securities shareholders Software

Title: Paralegal Job Responsibilities: - Support various governance and corporate secretarial initiatives and processes, including assisting senior counsel in preparing materials for board and committee meetings. - Prepare, maintain, and ensure the accuracy of corporate books, minutes, and approvals, and assist with the...

Posted On Sep 02, 26
Full-time 1 views
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Real Estate - Residential Transactions Real Estate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning Family Law medical providers personal injury pleadings
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Real Estate - Residential Transactions Real Estate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning Family Law medical providers personal injury pleadings

Title: Part-Time Paralegal / Legal Assistant Job Responsibilities: - Answer incoming telephone calls, assist callers professionally, and take and relay accurate messages. - Manage attorney calendars, professional appointments, court dates, closings, and deadlines, and provide timely reminders. - Prepare and electronically file attorney appearances,...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills

comprehensive range of estate planning documents, including wills (with tax-planned structures), revocable and irrevocable trusts, advanced wealth transfer planning documents, powers... of attorney, healthcare directives, and ancillary documents such as deeds, funding schedules, and assignment documents. - Customize documentation ba...

Posted On Sep 20, 26
Full-time
Practice Area:
Trusts and Estates - General
Job Tags:
document review health insurance Insurance International Law private client stage
Practice Area:
Trusts and Estates - General
Job Tags:
document review health insurance Insurance International Law private client stage

is an exciting opportunity to join the law firm at an early stage and play a key role in supporting the growth of its . Private Client practice. The Legal Secretary will provide high-level administrative and practice support to attorneys, helping...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Insurance Plaintiffs - General Personal Injury Plaintiffs
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law pleadings Privacy social security Software
Practice Area:
Insurance Plaintiffs - General Personal Injury Plaintiffs
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law pleadings Privacy social security Software

Title: Trial Attorney Job Responsibilities: - Day-to-day handling of litigation cases - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda - Guiding plaintiff clients through the case process - Interacting with expert witnesses, including conducting conferences and...

Posted On Sep 14, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a portfolio of fiduciary and investment management accounts for high-net-worth clients... and beneficiaries, including multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Collaborate... with team members to...

Posted On Aug 24, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Overseeing the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and mitigate compliance...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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...

Posted On Sep 16, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
Job Tags:
family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Overseeing the... preparation and filing of complex tax returns, ensuring adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and minimize...

Posted On Sep 22, 26
Full-time 1 views Experience : 2-4 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Senior Job Responsibilities: As a Senior in Tax Compliance within the department, your primary responsibilities will focus on managing and implementing tax compliance strategies. This includes providing essential support for tax provision, direct...

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager in the Wealth & Asset Management Tax... practice, you will take on a pivotal role in managing and implementing tax compliance strategies for clients. Your...

Posted On Sep 11, 26
Full-time 1 views 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...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Posted On Jul 17, 26
Full-time 1 views Experience : 2-8 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General

OverviewA law firm seeks an experienced Trusts and Estates Associate in Bridgeport, CT. The ideal candidate will have over three years of experience in trusts, estates, and elder law. Admission to the Connecticut Bar is required. The firm offers a...

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