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Wealth Management Jobs in Lincoln

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United States
Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, including asset protection... and handling gift and estate tax issues. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized...

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Posted On Aug 14, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law estates Probate Software trusts Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law estates Probate Software trusts Women

and handling incoming phone calls. - Acquire records, perform spreadsheet work, and draft documents. - Utilize Microsoft Office (Word and Excel) for various tasks, with a preference for experience in My Case practice management or similar software and... QuickBooks. - Handle probate/trust accoun...

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Posted On Jul 30, 26
Full-time 21 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills

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

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Posted On Jul 03, 26
Full-time 11 views
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Environmental Law - Transactions & Compliance Environmental and Land Use - General Environmental Law - Litigation - Plaintiffs Business Immigration Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Workers\' Compensation Law - General Workers\' Compensation Law - Employers Employment Law - General Immigration - General Trusts and Estates - General
Job Tags:
agreements commercial litigation contracts Employment Law Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance spectrum
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Environmental Law - Transactions & Compliance Environmental and Land Use - General Environmental Law - Litigation - Plaintiffs Business Immigration Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Workers\' Compensation Law - General Workers\' Compensation Law - Employers Employment Law - General Immigration - General Trusts and Estates - General
Job Tags:
agreements commercial litigation contracts Employment Law Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance spectrum

Title Senior Legal Counsel Job Responsibilities - Provide comprehensive legal advice on diverse areas including estate planning, environmental law, immigration law, landlord-tenant law, family law, securities law, workers' compensation law, tribal law and regulations, litigation, patent law, and personal injury cases. - Draft, review,...

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Posted On Aug 20, 26
Full-time 1 views Experience : 2-4 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Tax Compliance within the Wealth & Asset Management practice... at the company, the responsibilities encompass managing and implementing tax compliance strategies. This involves providing essential support for tax provision, direct and...

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Posted On Aug 20, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice at the company, you will play a pivotal role in managing and implementing tax compliance strategies for...

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Posted On Aug 27, 26
Full-time 1 views Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management Partnership shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management Partnership shareholders wealth management

in collaboration with Senior Managers. - Manage all aspects of clients' investment portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews. -... Collaborate with teammates to deliver a wide range of integrated solutions, such as...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Business Law Insurance Litigation marketing
Job Tags:
Business Law Insurance Litigation marketing

business development and marketing strategies across various business units. The role involves collaborative development and management of key initiatives to... drive client development and growth. The SBDM is expected to bring a wealth of experience and critical,... creative thinking to...

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Posted On Jul 06, 26
Full-time 3 views Experience : Min 35 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, deeds, and other estate planning documents. - Handle probate...

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Posted On Jul 08, 26
Full-time 2 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills

Title: Estate Planning Attorney (1-2+ Years Experience) Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and...

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Posted On Jul 26, 26
Part-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
power of attorney trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
power of attorney trusts Wills

operations and efficient case management. - Prepare legal documents, which... may include wills, trusts, and powers of attorney, ensuring accuracy and compliance with legal standards. - Communicate effectively with clients, scheduling and following up on appointments to ensure client satisfaction and case...

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Posted On Jun 30, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
agreements Asset Protection Elder Law Estate Planning estates Ethics Financial Institutions Government Guardianship health insurance Insurance Medicaid Probate residential real estate Software trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
agreements Asset Protection Elder Law Estate Planning estates Ethics Financial Institutions Government Guardianship health insurance Insurance Medicaid Probate residential real estate Software trusts Wills

plans, including wills, trusts, powers of attorney, and advance directives. - Prepare and draft legal documents, including trust agreements, estate administration documents, and guardianship petitions with strong organization, planning, prioritization, and time management skills. - Conduct legal research... on complex estate...

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Posted On Sep 07, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Litigation - Commercial Litigation - General (consumer) Litigation - Real Estate Litigation - Trusts & Estates - Plaintiffs Personal Injury Plaintiffs Litigation - eDiscovery General Litigation - Document Review Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General Insurance Plaintiffs - General
Job Tags:
civil litigation commercial litigation contracts Criminal Defense Estate Planning Family Law Litigation personal injury pleadings Probate Software
Practice Area:
Litigation - Commercial Litigation - General (consumer) Litigation - Real Estate Litigation - Trusts & Estates - Plaintiffs Personal Injury Plaintiffs Litigation - eDiscovery General Litigation - Document Review Adoption Law Divorce Law Family Law - General Probate Trusts and Estates - General Insurance Plaintiffs - General
Job Tags:
civil litigation commercial litigation contracts Criminal Defense Estate Planning Family Law Litigation personal injury pleadings Probate Software

Paralegal Job Responsibilities: - End-to-End Case Management: Take full ownership of... case files and manage the entire litigation lifecycle, including monitoring deadlines, coordinating discovery efforts, and managing court filings independently. - High-Level Legal Drafting: Draft, proofread, and edit complex legal documents, pleadings, contracts,...

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Posted On Jul 14, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills
Practice Area:
Family Law - General Probate
Job Tags:
abuse Affirmative Action Case Law Child Support children Collective Bargaining divorce equity estates Ethics family Paternity Probate Software Statutory Law Termination of Parental Rights title trials trusts Wills

Title: Research Attorney I - Norfolk Probate & Family Court Job Responsibilities: - Conducts legal research and drafts memoranda, decisions, and orders for assigned judge(s). - Consults with judge(s) on legal issues. - May oversee and train law clerks and judicial interns. - Researches and...

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Posted On Jun 24, 26
Full-time 9 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary finance FINRA Insurance Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary finance FINRA Insurance Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Job Title: Counsel, Wealth Management Division Job Responsibilities: - Provide... legal support to wealth management, trust, fiduciary, investment... advisory, and brokerage businesses. - Interpret and apply fiduciary principles and duties. - Advise on advisory and brokerage service models and related regulatory requirements. - Review and...

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Posted On Jul 14, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

legal support to the wealth management, trust, fiduciary, investment... businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters impacting trust, fiduciary, brokerage, and investment management services. - Ensuring regulatory compliance... with OCC fiduciary regu...

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Posted On Jul 29, 26
Full-time 56 views Experience : 1-8 yrs required
Practice Area:
Corporate - Contract Law Corporate - M&A Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Corporate - Contract Law Corporate - M&A Probate Estate & Tax Planning Trusts and Estates - General

law firm in Providence, RI, is seeking a dedicated and skilled Associate Attorney with a strong background in estate planning, elder law, probate/trust administration, and/or corporate commercial transactions. The candidate must demonstrate the ability to work independently and have a...

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