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Wealth Management Jobs in Lighthouse Point

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Posted On Jun 22, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Probate trusts Wills

using CRM and practice management systems, including HubSpot and... Clio - Organize and manage matters related to estate planning - Support attorneys with document preparation, coordination, review, and filing - Track case deadlines, tasks, and documents to ensure timely case progression - Perform accurate...

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Posted On Aug 05, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts wealth management

Title: Legal Assistant Job Responsibilities: The Legal Assistant will play a critical role in the Trust & Estates department, providing both administrative and legal support. Key responsibilities include: - Monitoring Irrevocable Life Insurance Trust (ILIT) premium notices and policy deadlines. - Coordinating with insurance...

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Posted On Sep 05, 26
Full-time 14 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax insurance coverage pension Privacy private client Probate Software title trusts Wills

TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...

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Posted On Aug 22, 26
Full-time 5 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust estate tax estates fiduciary Probate Software trusts Wills

Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with handling a significant volume of complex work related to domestic estate administration, trust administration, and fiduciary accounting. This role requires managing these tasks in a...

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Posted On Aug 14, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. Key duties include: - Handling probate processes - Engaging in extensive communication with clients, financial...

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Posted On Jul 30, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates reorganization trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related areas of law, including high net worth estate planning. - Draft legal documents, including trusts, wills, powers of...

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Posted On Sep 06, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
estates family fiduciary private client spectrum Taxation title trusts wealth transfer

tax planning matters. - Design and implement complex wealth transfer strategies for high... net worth individuals and families. - Counsel clients regarding family office structures, fiduciary matters, charitable planning, business succession planning, and trust administration. - Collaborate directly with colleagues on client strateg...

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Posted On Aug 18, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

- Job Title: Wealth Advisor III - Palm... 2 locations - Category: Wealth, Brokerage and Premier Banking... - Posted Date: 08/28/2024 - Language Fluency: English (Required) - Work Shift: 1st and ultra-high net worth wealth clients - Develop and......

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Posted On Aug 18, 26
Full-time 31 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

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Posted On Sep 07, 26
Full-time 5 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 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: - Collaborate with... existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring technical ac...

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Posted On Aug 31, 26
Full-time 28 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

Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation Partnership private client Probate stage tax litigation Taxation title trusts wealth management wealth transfer
Job Tags:
Energy Estate Planning estates family Insurance Intellectual Property life sciences Litigation Partnership private client Probate stage tax litigation Taxation title trusts wealth management wealth transfer

Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate / Senior Associate at the law firm will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging...

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Posted On Aug 17, 26
Full-time 1 views
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 facilitate...

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Posted On Sep 03, 26
Full-time 2 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 Aug 31, 26
Part-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - M&A Corporate - General Trusts and Estates - General
Job Tags:
acquisitions Business Law contracts corporate transactions creditors due diligence Estate Planning M&A mergers Probate trusts
Practice Area:
Estate & Tax Planning Probate Corporate - M&A Corporate - General Trusts and Estates - General
Job Tags:
acquisitions Business Law contracts corporate transactions creditors due diligence Estate Planning M&A mergers Probate trusts

Title: Trusts and Estate and Business Law Paralegal Job Responsibilities: - Estate Planning: The paralegal will be responsible for coordinating client intake, managing asset information, and overseeing drafting workflows. This includes managing execution packages, handling witnessing/notarization logistics, and preparing binders/portfolios for estate...

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Posted On Jun 18, 26
Full-time 45 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts

Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

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Posted On Jul 29, 26
Full-time 5 views Experience : 5-20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Trusts & Estates Attorney in Boca Raton, Florida. The ideal candidate will possess excellent communication and administrative skills, be highly organized, detail-oriented, and capable of multitasking efficiently. They will represent the firm in a manner...

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