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Wealth Management Jobs in Minnesota

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United States
Posted On Sep 07, 26
Full-time Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family Insurance Medicaid Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning family Insurance Medicaid Probate Taxation trusts wealth transfer Wills

Title: Estate Planning and Administration Attorney Job Responsibilities: Client Consultation & Strategy - Meet with clients to assess their estate planning needs. - Educate clients on wills, trusts, powers of attorney, healthcare directives, and other planning tools. - Develop tailored estate plans based on family...

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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... a Manager in the Wealth Tax Advisory Practice, the... responsibilities include providing bespoke wealth advisory services to premier... families and their enterprises across the . and globally. The manager will engage...

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Posted On Sep 02, 26
Full-time
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Litigation LLC marketing Probate stage
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Litigation LLC marketing Probate stage

with a focus on freeing attorney time, delivering exceptional client service, and supporting firm operations. Main Responsibilities: Client Service & Matter Management - Act as a liaison... with clients to facilitate communication and address their concerns. - Conduct client triage to assess and...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: **Members Only,** Referee (2 positions) Job Responsibilities: - Hear contested and uncontested cases, trials, motions, and hearings, including probate, guardianship and conservatorship cases, and housing court matters. - Instruct parties and witnesses as to their rights and question witnesses. - Rule on objections to...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: Tenth Judicial District Referee (2 positions) Job Responsibilities: - Hear contested and uncontested cases, trials, motions, and hearings, including probate cases, guardianship and conservatorship cases, and housing court matters. - Instruct parties and witnesses as to their rights and question witnesses regarding...

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Posted On Sep 02, 26
Full-time
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: Tenth Judicial District Referee (2 positions) Job Responsibilities: - Hear contested and uncontested cases, trials, motions, and hearings in probate, guardianship, conservatorship, and housing court matters, with potential assignments to other court areas. - Instruct parties and witnesses about their rights and...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: Tenth Judicial District Referee (2 positions) Job Responsibilities: The Tenth Judicial District is seeking two full-time Judicial Referees to handle probate, guardianship, conservatorship cases, and housing court matters, with potential assignments in other areas as required. Appointments will be made by...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: **Members Only,** Referee (2 positions) Job Responsibilities: - Hear contested and uncontested cases, trials, motions, and hearings, including probate cases, guardianship and conservatorship cases, and housing court matters. - Instruct parties and witnesses as to their rights and question witnesses regarding the causes...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Real Estate - General Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title **Members Only,** Referee (2 positions) Job Responsibilities The **Members Only,** is seeking candidates for two full-time Judicial Referee positions. The primary responsibilities of the Judicial Referee include: - Hearing contested and uncontested cases, trials, motions, and hearings, specifically in probate, guardianship, conservatorship cases,...

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Posted On Sep 06, 26
Full-time 1 views Experience : 7-11 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary finance FINRA Insurance OFAC pension stage wealth management
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary finance FINRA Insurance OFAC pension stage wealth management

Ascent Managing Director of Wealth Strategy Job Responsibilities: The Ascent Managing... Director of Wealth Strategy serves as the... client lead for trust, tax, and planning matters and acts as the primary liaison between the front office and specialized fiduciary services (SFS). The...

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Posted On Sep 02, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials
Practice Area:
Probate
Job Tags:
employee benefits evidence family FLSA higher education Housing Court Litigation pension Probate trials

Title: **Members Only,** Referee (2 positions) Job Responsibilities: The **Members Only,** is looking for candidates to fill two full-time Judicial Referee positions. These roles primarily involve handling probate, guardianship and conservatorship cases, and housing court matters, with the possibility of assignments in other court...

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Posted On Aug 25, 26
Full-time
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Estate Planning LLC Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
document review Estate Planning LLC Probate Software trusts Wills

Title: Estate & Probate Paralegal Job Responsibilities: The Estate & Probate Paralegal at the law firm is responsible for supporting attorneys in estate planning and probate matters. This full-time, on-site role involves a variety of tasks crucial to the efficient handling of...

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Posted On Aug 27, 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 to gather necessary information and assist clients in taking action. - Design and review individualized estate plans to...

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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

Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is tasked with... collaborating closely with Private Wealth Advisors to develop and... $10 million, into Private Wealth Management. The strategist is... discovery and works with wealth management specialists to deepen... and...

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Posted On Aug 19, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Trusts and Estates - General Probate
Job Tags:
Estate Planning Family Law marketing
Practice Area:
Adoption Law Divorce Law Family Law - General Trusts and Estates - General Probate
Job Tags:
Estate Planning Family Law marketing

- Screening potential clients via email, chat, and telephone inquiries to determine their suitability for the firm’s services. - Onboarding new clients by managing the necessary documentation and ensuring a smooth transition into the firm’s case management system. - Closin...

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Posted On Aug 21, 26
Full-time Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic changes such as overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills...

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Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

Title: Manager/Director - National Accounting for Income Taxes Job Responsibilities: - Serve clients in a high-impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills and - Excel at engagement management and operational excellence. -......

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Posted On Sep 09, 26
Full-time 5 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 legal service...

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Posted On Sep 01, 26
Full-time Experience : 3-8 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements due diligence family finance Insurance investment management pension plans private equity sovereign wealth structured finance Venture Capital
Practice Area:
Corporate - Asset/Investment Management Corporate - 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 the... Investment Management Practice Group at a... law firm, working in one of their offices located in Chicago, New York, Philadelphia, Minneapolis, Denver, or Washington, . The role involves...

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Posted On Aug 14, 26
Full-time 20 views Experience : 3-6 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling)
Job Tags:
ADA corporate transactions Employment Claims Employment Law FLSA FMLA Harassment Insurance Litigation Mergers and Acquisitions pleadings title
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling)
Job Tags:
ADA corporate transactions Employment Claims Employment Law FLSA FMLA Harassment Insurance Litigation Mergers and Acquisitions pleadings title

to HR professionals and management teams on legal risks... associated with various workplace issues, including hiring, discipline, employee leave, terminations, workplace investigations, and performance management. This involves interpreting and... applying legal principles to ensure that employers are compliant with applic...

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