Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Milwaukee

40 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Wisconsin
  4. Milwaukee
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Aug 25, 26
Full-time 6 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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

Posted On Aug 25, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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

Posted On Aug 25, 26
Full-time 7 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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

Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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

Posted On Sep 02, 26
Full-time 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...

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

Posted On Aug 25, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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

Posted On Sep 09, 26
Full-time 43 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, asset protection, and... gift and estate tax issues. - Work primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with...

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

Posted On Jul 07, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

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

Posted On Sep 03, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

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

Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

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

Posted On Sep 09, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts

firm is seeking an experienced Trust & Estate Paralegal to join our team. As a key member, you will assist attorneys, other paralegals, and administrative staff in estate planning and trust administration. We value proactive individuals who can work independently,...

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

Posted On Sep 05, 26
Full-time 118 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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

Posted On Aug 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills

Title: Estate Planning Associate Job Responsibilities: - Draft wills, trusts, and other estate planning instruments. - Prepare and/or review federal transfer tax returns, including estate, gift, and generation-skipping transfer taxes, as well as income tax returns for Trusts and Estates. - Provide advice and...

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

Posted On Aug 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

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

Posted On Aug 31, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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

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 Responsibilities The PWM Wealth... Strategist is tasked with... collaborating with Private Wealth Advisors to cultivate and... million, within the Private Wealth Management sector. The strategist... discovery and works alongside wealth management specialists to enhance... and expand relationships with...

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

Posted On Sep 11, 26
Full-time 1 views 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...

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

Posted On Sep 08, 26
Full-time 1 views 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... Responsibilities: As a Manager in Private Tax at the company, you will play a crucial role in providing sophisticated personal and private tax advice and compliance support to high-net-worth individuals, business owners,...

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

Associate Attorney

Recruiter • **Members Only** Milwaukee, WI

Apply
Posted On Jul 28, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of a dynamic team dedicated to making a significant impact on...

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

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend