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Wealth Management Jobs in Hewlett

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United States
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 Jul 07, 26
Part-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts
Practice Area:
Corporate - General Real Estate - General Trusts and Estates - General
Job Tags:
closing documents Collaborative Law contracts Corporate Law corporate transactions depositions due diligence Estate Planning estates Litigation pleadings residential real estate title trials trusts

Title: Part-Time Legal Assistant / Paralegal Job Responsibilities: - Draft, revise, proofread, format, and prepare various legal documents, including correspondence, contracts, closing documents, estate planning documents, pleadings, discovery materials, and other legal documents from audio files, templates, forms, and attorney instructions. - Answer...

Posted On Sep 06, 26
Full-time 8 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates power of attorney trusts Wills

to Wills, Trusts, and Power of Attorney forms. - Assist in estate funding and ensure proper management of all related documentation. -... Communicate effectively with various types of clients, providing them with clear and concise information. - Utilize strong analytical and problem-solving...

Posted On Sep 06, 26
Full-time 14 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

law firm by utilizing excellent time management and organizational skills. Education... and Experience Information: - Ideal candidates should have significant work experience in estate planning. - An . in Estate Planning will be considered in lieu of work experience. Sala...

Posted On Aug 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
corporate governance Estate Planning estates LLC trusts

estates, ensuring the effective management of clients' estate planning... needs. - Estate and Gift Taxes: The role involves handling matters related to estate and gift taxes, ensuring compliance with relevant laws and regulations. - Drafting Trusts: The attorney will draft various types...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax estates family fiduciary gift tax Insurance Litigation Probate Taxation trusts wealth transfer

Counsel Trust & Estates (Planning/Administration) Overview: A premier Long Island law firm is seeking an experienced Trusts & Estates Attorney to join its nationally recognized Trusts & Estates practice group. The ideal candidate will have a minimum of 10 years’ experience in...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Software
Job Tags:
Affirmative Action family Software

Tax Manager - Private Wealth Job Responsibilities: - Serve as a... particularly within the private wealth sector. - Work closely with... firm leadership to serve clients and contribute to business growth, directly impacting the firm’s success. - Coach and mentor a group of talented...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action Software
Job Tags:
Affirmative Action Software

Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting...

Posted On Sep 21, 26
Full-time 64 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
developers Estate Planning estate tax estates family International Law partnerships restructuring trusts Wills

Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...

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 18, 26
Full-time 2 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 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 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 Sep 17, 26
Full-time 6 views Experience : 5-20 yrs required
Practice Area:
Trusts and Estates - General Probate Litigation - Trusts & Estates - Defense
Practice Area:
Trusts and Estates - General Probate Litigation - Trusts & Estates - Defense

OverviewA law firm seeks an experienced Trusts and Estates Litigation Partner in Uniondale, NY. This role offers the opportunity to join a collaborative team of attorneys recognized for their expertise in trusts, estates, and fiduciary litigation. The ideal candidate will...

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