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Wealth Management Jobs in Forest Hills

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Posted On Sep 14, 26
Full-time 29 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...

Posted On Aug 05, 26
Full-time 2 views Experience : 6-2 yrs required
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software
Practice Area:
Litigation - Real Estate Real Estate - General Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General
Job Tags:
document review estates Family Law pleadings Software

calls appropriately and taking detailed messages. - Manage legal case files and documents using document management systems. - Assist with legal... drafting, proofreading, and document review. - Support attorney with project management tasks. - Organize and maintain... files. - Coordinate appointments, meetings, and court fili...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate - Leasing Estate & Tax Planning Trusts and Estates - General
Job Tags:
brokers Electronic Signatures Estate Planning Software title trusts Wills

the Position Our established boutique law firm is dedicated to assisting clients in growing their businesses, safeguarding their assets, and planning for the future. We are currently seeking an organized and dependable Legal Assistant to join our team, specifically to support...

Posted On Jul 03, 26
Full-time 2 views Experience : Min 12 yrs required
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws

to the Executive Director, Management, and the Board of... Directors. - Provide strategic counsel on legal and regulatory matters, corporate governance, fiduciary duties, and policy matters. - Ensure compliance with laws governing tax-exempt organizations, including lobbying and privacy regulations. -...

Posted On Jul 03, 26
Full-time 3 views Experience : Min 12 yrs required
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws
Practice Area:
Nonprofit / Charities Law Data Privacy - Transactional
Job Tags:
agreements board of directors child children contracts corporate governance data privacy data security Education Law equity Ethics family fiduciary finance financial products Government information technology Insurance licensing Litigation lobbying Partnership partnerships Privacy privacy laws

to the Executive Director, Management, and Board of Directors. ... - Provide strategic counsel on a wide range of legal and regulatory matters, corporate governance, fiduciary duties, and policy issues. - Ensure compliance with all relevant laws governing tax-exempt organizations, including...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

Posted On Aug 06, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary private client Probate Software special projects trusts

& Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise,... train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. - Develop, implement, and maintain office systems, procedures, and best...

Posted On Aug 11, 26
Full-time Experience : Min 23 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation document review Estate Planning estates Litigation pleadings Probate trusts Wills

planning, probate, estate administration, trust administration, and contested Surrogate’s Court matters. The firm is seeking a motivated and capable associate attorney who is prepared to develop deep expertise in this area while contributing meaningfully to client service and case management...

Posted On Sep 14, 26
Full-time 37 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

off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management Advisor H1... Heading: Join Our Team as...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation
Practice Area:
Litigation - Trusts & Estates - Defense Estate & Tax Planning Trusts and Estates - General
Job Tags:
Alternative Dispute Resolution commercial litigation Elder Law Estate Planning Insurance Litigation

estate administration, and guardianships. - Assist senior attorneys with a focus on estate litigation and related legal matters. - Engage in commercial litigation arising from estate disputes. - Provide support for Surrogate’s Court filings, litigation preparation, and case management. - Participate in litigation t......

Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

Posted On Sep 07, 26
Full-time 23 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

Summer Analyst Program in Wealth Management H2: About the... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to... ten... week summer internship provides han...

Posted On Sep 07, 26
Full-time 28 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

Summer Analyst Program at Goldman Sachs H2: About the Program H2: Submitting Your Application H2: About the Division H2: Job Information H2: We Offer Best-In-Class Benefits The Goldman Sachs Summer Analyst Program is a highly competitive nine to ten...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs. - Assess the current landscape of planning tools, identify gaps in adoption and...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify adoption...

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: As... an Asset & Wealth Management Tax Manager, you... will play a significant role in guiding clients through complex tax regulations to optimize their tax positions while ensuring compliance. Your responsibilities include: -...

Posted On Sep 07, 26
Contract, Full-time 1 views
Job Tags:
asset management banking child family finance higher education Insurance investment management lending mother Partnership pension plans sovereign wealth spectrum wealth management
Job Tags:
asset management banking child family finance higher education Insurance investment management lending mother Partnership pension plans sovereign wealth spectrum wealth management

success. - Engage in real responsibilities alongside fellow interns and company staff. - Work within the Asset Management division to provide investment... management solutions across traditional and... alternative asset classes. - Collaborate with a diverse team to offer investment...

Posted On Aug 25, 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 Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities: As an Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager, the primary focus is on providing tax planning, compliance, and strategy advice to...

Posted On Sep 20, 26
Full-time Experience : 1-8 yrs required
Practice Area:
Litigation - Mediation Litigation - Trusts & Estates - Defense Probate Trusts and Estates - General
Practice Area:
Litigation - Mediation Litigation - Trusts & Estates - Defense Probate Trusts and Estates - General

OverviewA law firm seeks an Estate Litigation Associate in Lake Success, New York. This role involves supporting and expanding the estate litigation practice, offering hands-on training, mentorship, and significant client interaction. The associate will work closely with senior attorneys to...

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