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Wealth Management Jobs in Georgia

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United States
Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of the family by protecting, improving, and growing the family’s financial, social, and human capital. - Consult and advise clients, including high-profile individuals of extremely high net worth. - Review family...

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Posted On Sep 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Asset Protection Case Law commercial litigation contracts depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law health insurance Insurance Litigation Patent Personal Injury Law Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate
Job Tags:
Asset Protection Case Law commercial litigation contracts depositions Employment Law Environmental Law Estate and Trust Estate Planning Family Law health insurance Insurance Litigation Patent Personal Injury Law Probate Software trusts Wills

Title Probate and Estate Planning Attorney Job Responsibilities - Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. - Manage probate and estate administration processes from initial filings to final distributions, ensuring adherence to statutory requirements. - Provide...

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Posted On Aug 25, 26
Full-time 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...

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Posted On Aug 25, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Probate
Job Tags:
document review employee benefits Estate and Trust Insurance Litigation Probate special projects
Practice Area:
Probate
Job Tags:
document review employee benefits Estate and Trust Insurance Litigation Probate special projects

Title: Junior Probate Paralegal Job Responsibilities: The Junior Probate Paralegal is responsible for providing administrative and paralegal support throughout the lifecycle of assigned estate and trust files. This includes initial intake, document review, ongoing monitoring, annual file reviews, correspondence, and closure activities....

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts

Attorney - Tax and Wealth Planning Group Job Responsibilities: - Counsel... on the acquisition, preservation, management, and transfer of their... property. - Provide expert guidance on a variety of legal areas including income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, employee...

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Posted On Aug 24, 26
Full-time 1 views
Practice Area:
Probate
Job Tags:
abuse ADA Administrative Law agreements Alternative Dispute Resolution appeals appellate Aviation Law Bankruptcy Case Law civil litigation Civil Rights class action Constitutional Law Construction Law contracts Corporate Law criminal domestic relations EEOC Elder Law eminent domain Employment Law Environmental Law estates fiduciary First Amendment FLSA Government Insurance Land Use Litigation local government law marriage Mediation Medical Malpractice Natural Resources ordinances Premises Liability Probate product liability Remedies Software Taxation title trials trusts Weapons Wills workers compensation zoning
Practice Area:
Probate
Job Tags:
abuse ADA Administrative Law agreements Alternative Dispute Resolution appeals appellate Aviation Law Bankruptcy Case Law civil litigation Civil Rights class action Constitutional Law Construction Law contracts Corporate Law criminal domestic relations EEOC Elder Law eminent domain Employment Law Environmental Law estates fiduciary First Amendment FLSA Government Insurance Land Use Litigation local government law marriage Mediation Medical Malpractice Natural Resources ordinances Premises Liability Probate product liability Remedies Software Taxation title trials trusts Weapons Wills workers compensation zoning

litigation-related legal services. The role encompasses docket and case management, acting as a liaison... to other county agencies and parties in pending litigation, preparing cases for hearings and trials, analyzing briefs, reviewing motions and filings, scheduling cases, drafting orders, conductin...

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Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management

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

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Posted On Aug 13, 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... 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...

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Posted On Aug 19, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC pleadings Probate title
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning health insurance Insurance LLC pleadings Probate title

Title: Paralegal Job Responsibilities: - Prepare, proof, and edit all Probate Court pleadings and discovery based on client-provided information. - Regularly communicate with clients via letter, email, phone, and in-person regarding the status of their matters, additional information needed, and the next steps. -...

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Posted On Aug 19, 26
Full-time Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women

Responsibilities: - Independently meet with wealth advisors, financial planners, and... other wealth management team members to... review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for changes and additions based on legal updates and...

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Posted On Aug 18, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts Wills

and advance directives. - Assist with trust and estate administration matters, including accounting/bookkeeping for trust and estate accounts. - Maintain accurate client files and case management systems. - Communicate directly with... clients regarding appointments, document gathering, and case updates. - Draft correspondence and legal...

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Posted On Aug 20, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family Probate trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates family Probate trusts

Title: Trusts and Estates Associate Attorney Job Responsibilities: - Conduct estate planning and probate consultations with clients, ensuring that their needs and questions are addressed effectively. - Respond promptly and accurately to client requests and legal inquiries, maintaining a high standard of communication. -...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
employee benefits estates Insurance partnerships Securities Taxation trusts

join the Tax and Wealth Planning Group at the... primary responsibilities include: - Counseling individuals and families on the acquisition, preservation, management, and transfer of their... property. - Integrating the laws of income, gift, estate, and generation-skipping taxation with trusts, estates, cha...

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Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

to: - Serve clients in a manner that has a significant impact, demonstrating mastery in a major area of specialization. - Exhibit deep technical skills and possess a general understanding of industry knowledge. - Excel in engagement management and operational excellence. - Drive... gl...

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Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues including automatic and non-automatic accounting methods changes, covering aspects like overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and...

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Posted On Sep 07, 26
Full-time 27 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

Wealth Management Summer Analyst -... Atlanta, Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...

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Posted On Sep 07, 26
Full-time 32 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

Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...

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Litigation Attorney

Recruiter • **Members Only** Marietta, GA

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Posted On Sep 01, 26
Full-time Experience : 2-17 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General

OverviewA law firm seeks an experienced attorney to join their team in Marietta, GA. The attorney will handle estate and trust litigation cases, as well as estate administration matters, requiring strong litigation fiduciary litigation estate and trust litigation...

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