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Wealth Management Jobs in Lakewood

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United States
Posted On Aug 12, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Corporate Law Estate Planning health insurance
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Corporate Law Estate Planning health insurance

Title: Legal Assistant – Estate Planning & Corporate Job Responsibilities: - Prepare and proofread legal documents with accuracy and attention to detail. - Assist with estate planning and corporate filings. - Handle dictation, e-filing, and electronic and physical file maintenance. - Provide backup support for...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Jul 23, 26
Full-time 23 views Experience : Min 2 yrs required
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate Software trusts
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate Software trusts

involves several key responsibilities aimed at supporting clients and attorneys through complex legal processes. The primary duties include organizing files, tracking deadlines, and managing case progress to ensure efficient case management. The paralegal is responsible... for drafting various legal doc...

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Posted On Aug 05, 26
Full-time Experience : 1-2 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements depositions Estate Planning health insurance Insurance Litigation Probate Software
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
agreements depositions Estate Planning health insurance Insurance Litigation Probate Software

Title: Legal Administrative Assistant Job Responsibilities: - Serve as the initial point of contact for prospective and existing clients, ensuring professional communication with clients, courts, opposing counsel, vendors, and other third parties. - Manage new client intake across all...

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Posted On Aug 16, 26
Part-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
pleadings Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
pleadings Probate Software

Summary We are seeking a dynamic and detail-oriented Legal Assistant/Secretary to join our professional team at the law firm. This vital role involves providing comprehensive administrative support to legal professionals, managing client communications, and ensuring the smooth operation of daily office...

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Posted On Jul 23, 26
Full-time 33 views Experience : Max 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning Health Care - General Health Care - Compliance, Transactions, HIPAA Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance pleadings Probate Software trusts Wills
Practice Area:
Elder Law Estate & Tax Planning Health Care - General Health Care - Compliance, Transactions, HIPAA Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance pleadings Probate Software trusts Wills

Title: Attorney – Elder Law & Estate Planning (0–5 Years Experience) Job Responsibilities: - Engage in client meetings for initial consultations, document reviews, and case updates, ensuring client needs and expectations are met. - Review or draft essential legal documents such as wills,...

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Posted On Sep 14, 26
Full-time Experience : 3-5 yrs required
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects

Business Development Coordinator - Wealth and Tax Job Responsibilities: The... Senior Business Development Coordinator is responsible for providing business development and marketing support to the law firm's marketing department and assigned practice groups. Key responsibilities include: - Becoming a legal marketing expert...

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Compliance Corporate - General Corporate - Securities and Capital Markets Finance - Financial Services Regulation Intellectual Property - General Intellectual Property - Patent General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General Finance - General
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Compliance Corporate - General Corporate - Securities and Capital Markets Finance - Financial Services Regulation Intellectual Property - General Intellectual Property - Patent General Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General Finance - General
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management

various compliance and risk issues impacting wealth technology businesses. - Engage in... contract review, negotiation, and drafting. - Counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Offer practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS produ...

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Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - M&A and Transactions Tax - Federal Corporate - M&A Corporate - Private Equity Tax - General Corporate - General
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects
Practice Area:
Tax - M&A and Transactions Tax - Federal Corporate - M&A Corporate - Private Equity Tax - General Corporate - General
Job Tags:
agreements due diligence finance M&A private equity restructuring Software special projects

responsible for ensuring the timely execution of engagements and exceeding client expectations. This role supports the overall delivery of the national TAS strategy. The M&A Tax practice services encompass deal structuring, due diligence, post-deal integration, tax attribute management, and opini...

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Posted On Sep 14, 26
Full-time 27 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

Information The salary range for this position is $150,000-$250,000 per year, depending on experience and qualifications. Additional benefits include a performance-based bonus, comprehensive health and wellness benefits, retirement plans, and professional development opportunities. Job Title: Executive Director...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

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Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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Posted On Sep 14, 26
Full-time 2 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

external network to achieve business development goals. Key responsibilities include: - Leading the Client Management Process and partnering across... the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities...

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Posted On Sep 23, 26
Full-time
Job Tags:
criminal escrow family fraud Insurance marketing Privacy Probate Profit Sharing social security startup
Job Tags:
criminal escrow family fraud Insurance marketing Privacy Probate Profit Sharing social security startup

the law firm's Private Wealth Services practice group and... Bequest Revenue program, as well as interacting with the firm's clients. The key responsibilities include: - Supporting the national Bequest Revenue Program and managing individual bequest files. - Directly interfacing with Executors, Trustees,...

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Posted On Sep 28, 26
Full-time 3 views Experience : 3-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

Title: Probate & Estate Administration Attorney Job Responsibilities: - Represent clients in probate and estate administration matters, ensuring that all legal processes are followed accurately and efficiently. - Advise clients on legal matters related to estate planning, wills, trusts, and probate...

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Posted On Jul 10, 26
Full-time 21 views Experience : Max 9 yrs required
Practice Area:
Estate & Tax Planning Elder Law Guardianship and Conservatorship Trusts and Estates - General
Practice Area:
Estate & Tax Planning Elder Law Guardianship and Conservatorship Trusts and Estates - General

OverviewA law firm seeks an attorney specializing in elder law and estate planning in Florida. This role offers the opportunity to engage in client-facing or production-focused work, making a meaningful impact while advancing your legal with clients for initial...

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