Wealth Management Jobs in Draper

46 jobs

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Estate Planning Administrative Assistant Job Responsibilities: Client Communication: - Maintain communication with clients, addressing simple inquiries that do not require an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status...

Full-time 1 views Experience : Min 2 yrs required

Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, you will work closely with the Managing Attorney to provide legal support across various practice areas. Your responsibilities will include: - Estate Planning: - Drafting legal documents such as wills,...

Full-time 1 views

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting...

Full-time Experience : 1-3 yrs required

Planning Attorney Overview Salary Range: - per year Description Job Purpose: The primary responsibility of the Estate Planning Attorney is to provide expert legal advice and services in the realm of estate planning. This includes drafting living trusts, wills, and other essential estate...

Full-time 1 views Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult...

Full-time 1 views Experience : Min 3 yrs required

and risk issues affecting the company's wealth technology businesses. - Engage in... contract review, negotiation, and drafting. - Counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Provide practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS prod...

Full-time Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Responsibilities: Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the...

Full-time 14 views Experience : Min 7 yrs required

Title: Corporate Attorney Job Responsibilities: - Engage in structuring, negotiating, and closing a variety of transactions, including mergers, acquisitions, business combinations, joint ventures, and strategic alliances. - Manage due diligence processes, oversee closings, handle regulatory filings, and coordinate post-acquisition integration workstreams. - Structure and...

Full-time 5 views Experience : 5-10 yrs required

Title: Patent Prosecutor Job Responsibilities: - Draft, file, and prosecute patent applications before the USPTO and foreign patent offices. - Collaborate with inventors, scientists, and engineers to understand technical innovations. - Manage patent portfolios and provide strategic guidance on intellectual property matters. - Conduct patentability,...

Full-time 8 views Experience : 5-10 yrs required

Title:** Litigation Attorney **Job Responsibilities:** The litigation attorney will join the litigation department at the law firm, which operates in various cities where the law firm has offices. The attorney will assist clients in resolving a wide array of disputes, ranging from...

Full-time 7 views Experience : 5-10 yrs required

Title: Employment Law Attorney with ERISA Experience Job Responsibilities: Legal Counsel and Compliance: - Provide guidance on ERISA compliance, employee benefits plans, fiduciary responsibilities, and related regulations. Litigation and Dispute Resolution: - Represent clients in ERISA litigation. Policy Development: - Assist clients in developing ERISA-compliant policies. Transactions...

Full-time 2 views Experience : Min 3 yrs required

Title: Privacy & AI Governance Counsel Job Responsibilities: - Serve as the primary enterprise advisor for privacy and AI governance, partnering with business leaders to integrate privacy and responsible AI principles into processes, products, services, and decision-making. - Develop, maintain,...

Full-time Experience : Min 3 yrs required

Overview We are seeking a Litigation Attorney to join our legal team at the law firm. This role presents an exciting opportunity to handle a diverse range of legal disputes across multiple practice areas, including estate planning, real estate law, business...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required

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

Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required

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

Posted On Aug 25, 26
Full-time 6 views Experience : Min 4 yrs required

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 25, 26
Full-time 4 views Experience : Min 4 yrs required

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required

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 Experience : Min 4 yrs required

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...

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend