Find Legal Wealth Management Jobs in Indiana

Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 08, 26

Full-time 3 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... business owners, business-owning families, and owners of private wealth. Your responsibilities will include: -... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clien...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Fort Wayne, IN (Remote)

In-House • **Members Only** Fort Wayne, IN

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Posted On Sep 01, 26

Contract, Full-time 1 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

directors Estate Planning Living Trusts wealth management Wills

Collaborate with tax and wealth management teams to provide... estate planning services to clients. - Engage with clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents, including revocable living trusts, wills, powers...

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Legal Staff Paralegal in Corydon, IN

Law Firm • **Members Only** Corydon, IN

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Posted On Sep 01, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Corporate Law document review Estate Planning estates LLC Probate Software trusts Wills

firm is seeking an experienced and highly qualified Probate/Estate Planning Paralegal to join our dynamic legal team of other estate planning/probate paralegals. In this role, you will provide essential support in managing estate planning with an emphasis on probate matters,...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Ethics family finance H-1B partnerships Profit Sharing wealth management

Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time Experience : Min 6 yrs required

Job Tags:

family finance H-1B Profit Sharing regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... projects for asset and wealth management clients in the... renewable energy sector. - Advising clients on local and international tax strategies to optimize their financial outcomes. - Managing the preparation and...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 24, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Job Title: Asset & Wealth Management - Renewable Energy... include advising clients on their local and international tax obligations, managing the effects of tax on business operations, and serving as a strategic consultant for business analysis, working capital management, an...

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Insurance Plaintiffs - General Attorney / Personal Injury Plaintiffs Attorney in New Albany, IN

Law Firm • **Members Only** New Albany, IN

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Posted On Aug 31, 26

Full-time 1 views Experience : 2-5 yrs required

Practice Area:

Insurance Plaintiffs - General Personal Injury Plaintiffs

Job Tags:

Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing Personal Injury Law pleadings Privacy social security Software

Title: Litigation Attorney Job Responsibilities: - Handle motor vehicle accident cases in litigation, including trial preparation and trial. - Draft and file litigation documents such as pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guide clients through the case process, ensuring effective...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time 9 views Experience : Min 4 yrs required

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,...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 1 views Experience : Min 7 yrs required

Job Tags:

downstream Estate Planning family fiduciary Insurance investment management LLC Retirement Planning wealth management

Title: Senior Managing Advisor, Wealth Advisory Job Responsibilities: - Lead... on a team of Wealth Management professionals serving high-net-worth... implementing, and monitoring comprehensive wealth management strategies, which include:... Planning - Investment Management - Education Planning... - Estate &...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 7 views Experience : Min 9 yrs required

Job Tags:

Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Job Title: Director, Wealth Strategist Job Responsibilities: The Director,... Wealth Strategist serves as a... advisor within the company's Wealth Strategy platform, focusing on... advanced estate and family enterprise planning. This role involves collaboration with various service lines to deliver comprehensive solutions...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 1 views Experience : 5-10 yrs required

Job Tags:

fiduciary investment management Retirement Planning wealth management

Job Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve on... a team of Wealth Management professionals dedicated to... implementing, and monitoring comprehensive wealth management strategies, which include: ... Retirement Planning - Investment Management - Education Planning -... Estate & Legacy Planning -...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 17, 26

Full-time 13 views Experience : Min 8 yrs required

Job Tags:

child Insurance Investment Banking pension spouse title

Job Title Wealth Strategist Sr - **Members Only,**... Private Bank Job Responsibilities - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of...

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Legal Staff Legal Secretary in Lowell, IN

Law Firm • **Members Only** Lowell, IN

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Posted On Aug 15, 26

Full-time Experience : 1-5 yrs required

Practice Area:

Criminal Law - Defense Estate & Tax Planning Trusts and Estates - General

Job Tags:

Criminal Defense Criminal Law Estate Planning pleadings trusts Wills

Title: Legal Secretary / Legal Administrative Assistant Job Responsibilities: - Process client payments and maintain accurate financial records. - Prepare client correspondence, legal letters, invoices, and other office communications. - Schedule appointments and manage attorney calendars, court dates, and filing deadlines. - Prepare and format...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 11 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage ever...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 10 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort zone. Act to...

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Attorney in Evansville, IN

In-House • **Members Only** Evansville, IN

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Posted On Aug 18, 26

Full-time 8 views Experience : Min 5 yrs required

Job Tags:

equity fiduciary finance Insurance Mutual Funds Software special projects wealth management

with other disciplines within Wealth Management to develop and... retain high net worth client relationships. Key responsibilities include: - Developing and recommending client-centric investment portfolios leveraging Wealth Management’s investment solutions to... achieve clien...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 30 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Information Salary will be based on experience and qualifications Competitive salary and benefits package offered Job Title . Private Bank – Private Banker – Vice President or Executive...

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Attorney in Indianapolis, IN (Remote)

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 01, 26

Full-time Experience : Min 8 yrs required

Job Tags:

criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

individuals and families, including their family offices and related entities. The role involves advising ultra-high-net-worth (UHNW) individuals on complex tax matters such as income tax planning, estate and gift planning, charitable giving, and wealth transfer strategies. The manager... will...

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Legal Staff Paralegal in Greenfield, IN

Law Firm • **Members Only** Greenfield, IN

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Posted On Aug 10, 26

Full-time Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Business Formation Elder Law Estate Planning LLC Probate Software trusts Wills

Title: Legal Assistant – Estate Planning, Probate & Elder Law Job Responsibilities: - Assist the senior paralegal and attorney in preparing estate planning documents, including wills, trusts, deeds, and business formation documents. - Assist with deed preparation and electronic recording. - Gather client information...

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Legal Staff Paralegal in Dyer, IN

Law Firm • **Members Only** Dyer, IN

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Posted On Aug 04, 26

Full-time Experience : 1-2 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Case Law creditors Elder Law Estate Planning estates Financial Institutions Government Insurance LLC pleadings Probate Software title

us Law firm is a boutique firm practicing probate, elder law, and estate planning and administration in Indiana and Illinois. Job Title Probate Paralegal Job Responsibilities The Probate Paralegal is responsible for assisting attorneys with the administration of decedents' estates, guardianships, and related probate matters...

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Wealth Management Jobs in Indiana

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