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Wealth Management Jobs in Newport

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United States
Posted On Sep 15, 26
Full-time 2 views Experience : 2-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning marketing satellite Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Estate Planning marketing satellite Software

clients to review and sign important legal documents, ensuring accuracy and compliance. - Schedule client meetings for the attorney, managing a high-volume calendar efficiently. - Secure speaking engagements for attorneys to present on estate planning, enhancing the firm's visibility. - Draft wealth...

Posted On Sep 07, 26
Full-time 1 views 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...

Posted On Sep 02, 26
Full-time 1 views
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...

Posted On Jul 30, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
family finance
Job Tags:
family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers....

Posted On Aug 31, 26
Full-time 1 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,...

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...

Posted On Sep 09, 26
Full-time 6 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...

Posted On Aug 25, 26
Full-time 1 views
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...

Posted On Sep 23, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills

Title: Estate Planning Attorney Job Responsibilities: - Serve as a legal resource and strategic partner to independent financial services professionals regarding estate planning matters. - Consult with independent financial services professionals to understand estate planning opportunities and considerations within their clients' overall...

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...

Posted On Sep 21, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection criminal Estate and Trust Estate Planning health insurance Insurance marketing Probate Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection criminal Estate and Trust Estate Planning health insurance Insurance marketing Probate Taxation trusts wealth transfer Wills

Title: Estate Planning Associate Attorney Job Responsibilities: The Estate Planning Associate Attorney is tasked with a variety of responsibilities aimed at providing comprehensive estate planning services to clients. The main duties include: - Meeting with clients to assess their estate planning needs...

Posted On Jun 26, 26
Full-time 11 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

& Private Fund Distribution (Wealth & Investment Management) Job Responsibilities:... and private investment funds within the Wealth and Investment Management division... at the company. Key responsibilities include: - Advising on the distribution of mutual funds, ETFs, and other registered products, ensuring complian...

Posted On Sep 01, 26
Full-time 1 views 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...

Posted On Aug 27, 26
Full-time 3 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...

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...

Posted On Sep 10, 26
Full-time 4 views Experience : 5-8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
estates Software trusts
Practice Area:
Estate & Tax Planning
Job Tags:
estates Software trusts

Job Title: Tax and Wealth Planning Client Service Specialist... other client assistance when needed. - Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information. - Facilitate the management of client-specific data to... enhance the overall approach to dedicate...

Posted On Jul 08, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate equity Estate Planning finance Insurance Probate Software Taxation trusts Visa Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate equity Estate Planning finance Insurance Probate Software Taxation trusts Visa Wills

Title: Legal Administrative Assistant (LAA) Job Responsibilities: - Heavy client communication, ensuring effective and clear interactions with clients. - Preparation of legal documents and correspondence, including drafting wills and trusts. - Ensuring the legal team is prepared with necessary materials for meetings. - Managing and...

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...

Posted On Sep 06, 26
Full-time 2 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...

Posted On Sep 22, 26
Full-time 3 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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