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Wealth Management Jobs in Oakland Park

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United States
Posted On Sep 24, 26
Full-time 45 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - International Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Partnership trusts

Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Elder Law Estate Planning health insurance Insurance Probate special projects
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements contracts Elder Law Estate Planning health insurance Insurance Probate special projects

Title: Probate Paralegal Job Responsibilities: The probate paralegal will support attorneys in various estate planning legal matters, ensuring compliance and facilitating efficient operations within the law firm. Key responsibilities include: - Assisting with scheduling, managing calendars, handling special projects, and maintaining communications. - Preparing...

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Posted On Sep 18, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

a fiduciary capacity, ensuring compliance with laws and client expectations. - Review and analyze various legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, and waivers, providing legal advice to internal partners. - Provide legal counsel to management and business partne...

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Posted On Jul 29, 26
Full-time 1 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Guardianship Insurance Litigation Probate Property Management trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Elder Law Estate Planning Guardianship Insurance Litigation Probate Property Management trusts Wills

around the preparation and management of estate planning matters.... This includes drafting, reviewing, and finalizing essential estate planning documents such as wills, trusts (both revocable and irrevocable), powers of attorney, and health care directives. You will conduct client consultations, guiding...

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Posted On Aug 21, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Family Law - General Litigation - Commercial Litigation - Labor & Employment Personal Injury Defense Estate & Tax Planning
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation Litigation Patent personal injury Personal Injury Law pleadings Practice of Law Real Estate Law Software
Practice Area:
Family Law - General Litigation - Commercial Litigation - Labor & Employment Personal Injury Defense Estate & Tax Planning
Job Tags:
commercial litigation contracts depositions Employment Law Environmental Law Estate Planning evidence Family Law general litigation Litigation Patent personal injury Personal Injury Law pleadings Practice of Law Real Estate Law Software

Overview We are seeking a dynamic and detail-oriented Associate Attorney to join our legal team at the law firm. This role offers an exciting opportunity to work across a diverse range of practice areas, including estate planning, environmental law, immigration law,...

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Posted On Aug 31, 26
Full-time 3 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Estate Planning estates fiduciary Financial Institutions Labor and Employment pleadings Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Case Law civil litigation Estate Planning estates fiduciary Financial Institutions Labor and Employment pleadings Probate Software trusts

Description Law firm is a boutique law firm that focuses on innovative, tailored legal strategies for clients in both transactional and civil litigation matters. With more than 70 years of combined partner experience, the firm offers big-firm expertise with boutique-firm responsiveness...

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Posted On Sep 01, 26
Full-time 1 views Experience : 5-9 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance Insurance Probate trusts

Learn and implement case management processes to effectively support... the legal team. - Manage a caseload of estate plans, probate matters, and trust administrations. - Focus on new business development through speaking engagements and presentations. - Collaborate with the managing attorney on case...

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Posted On Sep 08, 26
Full-time 1 views Experience : Max 4 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates Probate Taxation trusts Wills

Job Title: Private Wealth Services Associate Job Responsibilities:... probate, trust administration, and other private wealth issues. - Support the... team with the administration of estates and trusts, including probate filings and asset transfers. - Participate in client meetings and assist...

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Posted On Sep 20, 26
Full-time
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Consumer Rights Insurance marketing Probate

to probate and estate administration. The attorney will handle a variety of cases and ensure that the legal and administrative aspects of estate management are conducted in compliance... with applicable laws and regulations. Key responsibilities include: - Advising clients on est...

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Posted On Sep 21, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

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Posted On Sep 13, 26
Full-time 2 views Experience : 3-5 yrs required
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects
Job Tags:
criminal family Insurance marketing Media Privacy Profit Sharing social security special projects

Business Development Coordinator - Wealth and Tax Job Responsibilities: The... Senior Business Development Coordinator is responsible for providing business development and marketing support within the law firm's Marketing Department and assigned Section/Practice Group(s). Key responsibilities include: - Becoming a legal marketing expert...

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Posted On Sep 26, 26
Full-time 23 views Experience : Min 3 yrs required
Practice Area:
Trucking and Auto Defense Personal Injury Defense Insurance Defense - General
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law pleadings Privacy social security Software
Practice Area:
Trucking and Auto Defense Personal Injury Defense Insurance Defense - General
Job Tags:
Consumer Rights depositions federal government Genetics Harassment I-9 Insurance Litigation marketing personal injury Personal Injury Law pleadings Privacy social security Software

Title: Associate Attorney Job Responsibilities: - Day-to-day handling of litigation cases. - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guiding plaintiff clients through the case process. - Interacting with expert witnesses, including conducting conferences and...

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Posted On Sep 14, 26
Full-time 14 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...

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Posted On Sep 14, 26
Full-time 3 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank - Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience - Generate...

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Posted On Sep 14, 26
Full-time 6 views Experience : Max 10 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Posted On Sep 21, 26
Full-time 7 views Experience : Min 7 yrs required
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts

Responsibilities** Client Engagement & Relationship Management - Serve as the primary... point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts and estates, partnerships, and pass-through entity owners. - Build and maintain strong...

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Trust and Estates Attorney

Recruiter • **Members Only** Fort Lauderdale, FL

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Posted On Aug 12, 26
Full-time 1 views Experience : 1-20 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks a Trust and Estates Attorney in Fort Lauderdale, FL. Candidates should have 2-10 years of experience, with a preference for those possessing business acumen for candidates with over 5 years of experience. Expertise in complex estate...

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