Legal Wealth Management Jobs Jobs in Marlboro, NJ

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Camden, NJ

In-House • **Members Only** Camden, NJ

Apply

Posted On Sep 01, 26

Full-time 1 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

directors Estate Planning Living Trusts wealth management Wills

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 16, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with tax laws...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 16, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Leading tax compliance workstreams and effectively managing client expectations. - Guiding teams in the preparation and filing of tax returns to fulfill regulatory requirements. - Utilizing analytical thinking to review...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 16, 26

Full-time 2 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... tailored for asset and wealth management clients. - Overseeing the... preparation and filing of complex tax returns, ensuring strict adherence to regulatory requirements and minimizing risks associated with non-compliance. - Analyzing financial data...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 29, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title: Asset & Wealth Management - Tax Senior... Responsibilities: As an Asset & Wealth Management Tax Senior Associate,... clients in asset and wealth management. This includes reviewing... financial data, preparing tax returns, and helping clients navigate complex tax rules. Your...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Aug 31, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Provide strategic tax planning, compliance, and advisory services to clients. - Help clients navigate complex tax regulations and optimize their tax positions. - Validate clients' compliance with tax laws and regulations. - Review and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

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

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 16, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities: - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with tax...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 22, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Leading tax compliance workstreams and managing client expectations effectively. - Guiding teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilizing analytical thinking to review and analyze financial...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 24, 26

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

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

on all aspects of wealth planning, including gift, estate,... charitable giving, trust administration, wealth transfer, and business succession... matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 21, 26

Full-time 3 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversees legal research,... legal compliance and risk management. - Responsible for managing... the expense for outside counsel relationships, providing strategic direction on when to leverage outside counsel. - Works with outside counsel, combining th...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Corporate - Asset/Investment Management Attorney / Finance - Structured Finance Attorney / Finance - Financial Services Regulation Attorney / Corporate - General Attorney / Finance - General Attorney in Philadelphia, PA

Law Firm • **Members Only** Philadelphia, PA

Apply

Posted On Sep 01, 26

Full-time 2 views Experience : 3-8 yrs required

Practice Area:

Corporate - Asset/Investment Management Finance - Structured Finance Finance - Financial Services Regulation Corporate - General Finance - General

Job Tags:

agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital

Job Title: Investment Management Associate Job Responsibilities: The Investment Management... Associate will join a... nationally recognized investment management practice at the law... firm. The role involves advising sophisticated institutional investors, private funds, and other market participants on a comprehensive range of fund...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Estate & Tax Planning Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 21, 26

Full-time 3 views Experience : Min 3 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Job Title: Wealth Strategist II Job Responsibilities: - Develops,... consults on, and implements tax, estate, and financial plans for clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to retain,...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 01, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on estate and financial planning options. - Meet with clients in consultations to gather necessary information and assist clients in taking action. - Design and review personalized estate plans...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Estate & Tax Planning Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 21, 26

Full-time 3 views Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Job Title: Wealth Strategist III Job Responsibilities: - Develop,... consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen existing...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Attorney in Philadelphia, PA

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 14, 26

Full-time 26 views Experience : Min 9 yrs required

Job Tags:

banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Trucking and Auto Defense Attorney / Insurance Attorney / Trucking and Auto Plaintiffs Attorney / Insurance Plaintiffs - General Attorney / Insurance Defense - General Attorney / Insurance Coverage Attorney / Insurance - Regulatory & Compliance Attorney /

In-House • **Members Only** Philadelphia, PA

Apply

Posted On Sep 21, 26

Full-time 21 views Experience : 8-8 yrs required

Practice Area:

Trucking and Auto Defense Insurance Trucking and Auto Plaintiffs Insurance Plaintiffs - General Insurance Defense - General Insurance Coverage Insurance - Regulatory & Compliance Personal Injury Defense Personal Injury Plaintiffs

Job Tags:

banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor Job Responsibilities: - Serve as... Responsible for delivering a full suite of wealth solutions, including financial planning... and advisory services, to high net worth individuals. - Meet revenue growth, profitability, and client retention goals by acquiring new clients thro...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Business and Private Client Attorney

Recruiter • **Members Only** Mount Laurel, NJ

Apply

Posted On Aug 16, 26

Full-time 7 views Experience : 4-20 yrs required

Practice Area:

Corporate - General Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an experienced business attorney to join its corporate and private client practice in Mount Laurel, NJ. This role is ideal for an attorney advising closely held businesses, entrepreneurs, and high-net-worth families on complex transactional and planning...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Wealth Management Jobs in Marlboro

Preview Results

Filter by

Sign Up

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Job Tags:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Practice Area:

By Employer Type