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Wealth Management Jobs in Iowa

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United States
Posted On Sep 07, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
ADA Civil Rights estates family Harassment higher education Probate title Title IX trusts Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
ADA Civil Rights estates family Harassment higher education Probate title Title IX trusts Wills

firm is seeking an Adjunct Paralegal Instructor to teach the course PRL 167: Probate Procedure Paralegals for the Spring Semester of 2027. The course will be conducted in a synchronous, virtual format using the reputed firm's learning management system plat...

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Posted On Sep 08, 26
Full-time Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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... support to business owners, business-owning families, and private wealth owners. You will advise... on issues involving family, business entities, and private wealth management, including matters of... High Net Worth Individuals’ personal...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning marketing special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning marketing special projects

SUMMARY: The Legal Assistant plays a pivotal role in providing top-notch administrative and legal support to attorneys within the Estate Planning Practice Group at the law firm. This position demands excellent organizational and multitasking capabilities, a keen eye for detail, and...

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Posted On Sep 02, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities...

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Posted On Sep 02, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers....

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

PWM Wealth Strategist Job Title: PWM Wealth Strategist Job... Responsibilities: The PWM Wealth Strategist is tasked with... collaborating with Private Wealth Advisors to develop and... for integration into Private Wealth Management. This role involves... client discovery, working alongside wealth management specialists to enhance... and...

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Posted On Aug 14, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates HIPAA Living Trusts Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates HIPAA Living Trusts Software trusts Wills

Title: Estate Planning Legal Assistant Job Responsibilities: - Draft estate planning documents using the law firm's document automation system, including revocable living trusts, pour-over wills, financial and healthcare powers of attorney, HIPAA authorizations, and related instruments. - Proof and quality-check drafts before they...

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Posted On Aug 17, 26
Full-time
Job Tags:
agreements derivatives employee benefits Foreign Exchange hedge funds Investment Banking investment management ISDA Securities wealth management
Job Tags:
agreements derivatives employee benefits Foreign Exchange hedge funds Investment Banking investment management ISDA Securities wealth management

Title** Commodities Document Negotiator - Fixed Income Division - Associate or Vice President **Job Responsibilities** - Timely, consistent, and effective negotiation, review, and drafting of master agreements using both English and New York law upon request from the Business Unit to...

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Posted On Aug 21, 26
Full-time 117 views Experience : Min 2 yrs required
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
creditors estates executor family pleadings Probate Software trusts
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
creditors estates executor family pleadings Probate Software trusts

Paralegal The candidate would assist with all aspects of probate, including preparing estate opening documents, preparing notices and communicating with the executor and beneficiaries, preparing the probate inventory, preparing the final report and closing the estate, and maintaining the firm’s...

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Posted On Jul 07, 26
Full-time 1 views
Practice Area:
Criminal Law - Defense Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements criminal Criminal Defense Estate Planning Family Law health insurance pleadings Software trusts Wills
Practice Area:
Criminal Law - Defense Estate & Tax Planning Probate Adoption Law Divorce Law Family Law - General Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements criminal Criminal Defense Estate Planning Family Law health insurance pleadings Software trusts Wills

Description Law firm is a solo law practice founded by Logan Kelleher, a 2025 Drake University Law School graduate. The firm's core practice is rooted in court-appointed criminal defense and is actively expanding into family law, estate planning (wills & trusts),...

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Posted On Jul 27, 26
Full-time 20 views Experience : 1-3 yrs required
Practice Area:
Real Estate - General Guardianship and Conservatorship Corporate - General Probate
Practice Area:
Real Estate - General Guardianship and Conservatorship Corporate - General Probate

Overview:A Cedar Falls-based law firm with statewide legal reach is expanding its attorney team and seeks a skilled attorney with a background in probate, real estate, business transactions, or guardianship/conservatorship matters. This full-time opportunity offers a collaborative environment, autonomy in...

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