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Wealth Management Jobs in Carrollton

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United States
Posted On Jul 09, 26
Full-time 4 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for creating and executing accurate estate plans that align with the client's wishes. This role requires the attorney to be available for a 'start' meeting within five business days, set...

Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management commercial litigation depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law Guardianship Litigation Patent personal injury Personal Injury Law Probate Software spectrum trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management commercial litigation depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law Guardianship Litigation Patent personal injury Personal Injury Law Probate Software spectrum trusts Wills

Title Estate Planning Attorney Job Responsibilities Draft, review, and execute estate planning documents including wills, trusts, powers of attorney, and advance healthcare directives. Provide expert legal counsel on estate, trust, and probate law to clients from diverse backgrounds. Conduct detailed legal research across various jurisdictions...

Posted On Jun 26, 26
Full-time 13 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

& Private Fund Distribution (Wealth & Investment Management) Job Responsibilities:... The Senior Counsel will be responsible for supporting the legal and regulatory aspects of distributing registered investment companies and private investment funds. The role involves working closely with business, compliance, and...

Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Insurance Defense - General Trusts and Estates - General
Job Tags:
contracts equity estates Government health benefits health insurance HIPAA marketing Medicaid Privacy subrogation
Practice Area:
Insurance Defense - General Trusts and Estates - General
Job Tags:
contracts equity estates Government health benefits health insurance HIPAA marketing Medicaid Privacy subrogation

Title: Subrogation Attorney Job Responsibilities: - Communicates company legal position to clients and attorneys related to casualty cases. - Analyzes and stays current on health care subrogation laws, regulations, and policies. - Serves as primary liaison with subrogation clients. - Works with company-wide resources to...

Posted On Jun 19, 26
Full-time 13 views Experience : Min 7 yrs required
Practice Area:
Finance - Banking Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
alcohol banking Broker Dealer children Corporation Disability Benefits family health benefits Insurance investment management regulatory compliance Visa
Practice Area:
Finance - Banking Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
alcohol banking Broker Dealer children Corporation Disability Benefits family health benefits Insurance investment management regulatory compliance Visa

General Counsel, Executive Director: Wealth Banking, Cash Management &... Digital Assets Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters that significantly affect the company's operations, strategies, or profitability. - Engage and...

Posted On Sep 15, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

with the tax and wealth management teams to provide... estate planning services on a non-exclusive basis. - Engage directly with clients, ensuring a personalized approach to their estate planning needs. - Receive assignments from internal Legal Directors to assist clients with estate...

Posted On Jul 13, 26
Full-time 2 views
Practice Area:
Administrative Law Government - General
Job Tags:
criminal employee benefits FINRA Investment Banking investment management Litigation Securities wealth management
Practice Area:
Administrative Law Government - General
Job Tags:
criminal employee benefits FINRA Investment Banking investment management Litigation Securities wealth management

Job Title: Wealth Management Investigations Paralegal Job Responsibilities: -... Provide paralegal support for a team of attorneys handling internal investigations involving potential employee misconduct and inquiries from regulators and law enforcement at the state and federal level, including the SEC, FINRA, DOJ,...

Posted On Jul 13, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA fraud Government Investment Banking investment management Litigation Securities wealth management
Practice Area:
Criminal Law - Defense
Job Tags:
FINRA fraud Government Investment Banking investment management Litigation Securities wealth management

Job Title: Vice President, Wealth Management Investigations Attorney Job Responsibilities: -... Conduct and coordinate internal investigations involving potential employee misconduct, including serious violations of law or industry rules such as misappropriation, fraud, and insider trading, as well as internal violations of company...

Posted On Sep 07, 26
Full-time 46 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Job Description Wealth Management, Private Wealth Management,... Division Consumer and Wealth Management Business Unit... PWM Sales and Marketing Employment Type Employee MORE ABOUT THIS JOB YOUR IMPACT Are you a quick-thinking self-starter with...

Posted On Sep 07, 26
Full-time 33 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

in the areas of wealth management and financial planning.... This program, located in the Dallas Metro Area, offers participants a unique opportunity to gain real-world experience in a fast-paced, dynamic environment. Participants will be fully immersed in the day-to-day activities...

Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Title: Associate - Asset & Wealth Management, Private Wealth Management,... Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, at the intersection of Wealth Strategy, Artificial Intelligence, and......

Posted On Aug 27, 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. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze 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 Aug 31, 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

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...

Posted On Sep 16, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax laws...

Posted On Sep 16, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Guide clients through tax planning, compliance, and strategy within the Tax practice. - Assist businesses in navigating complex tax regulations and optimizing tax positions. - Lead teams and manage client...

Posted On Sep 16, 26
Full-time 1 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. - Oversee the... preparation and filing of complex tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and minimize...

Posted On Sep 22, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B regulatory compliance wealth management
Job Tags:
family finance H-1B regulatory compliance wealth management

Job Title Asset & Wealth Management Tax Manager Job... Responsibilities - Leading tax compliance workstreams and managing client expectations effectively - Guiding teams in the preparation and filing of tax returns to meet regulatory requirements - Utilizing analytical thinking to...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management

Estates, Closely Held Asset Management Regional Director, ED Job Responsibilities: -... with Trust Officers, Bankers, Wealth Advisors, and external legal... revenue and assets under management for the Trusts &... Estates practice. Conduct due diligence on closely held business interests to support the...

Posted On Sep 09, 26
Full-time 2 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
asset management child entity formation family finance higher education Insurance Money Laundering mother private equity spectrum wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
asset management child entity formation family finance higher education Insurance Money Laundering mother private equity spectrum wealth management

Job Title: Asset Wealth Management Division (AWM) Legal... Associate/Analyst – Paralegal Job Responsibilities: The Asset Wealth Management Division (AWM) Legal... Associate/Analyst role is designed for individuals with a keen interest in alternative investments, finance, and law. The position involves direct collaboration with...

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