Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Rhode Island

17 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Rhode Island
  4. 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 14, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law estates Probate Software trusts Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law estates Probate Software trusts Women

and handling incoming phone calls. - Acquire records, perform spreadsheet work, and draft documents. - Utilize Microsoft Office (Word and Excel) for various tasks, with a preference for experience in My Case practice management or similar software and... QuickBooks. - Handle probate/trust accoun...

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

Posted On Sep 09, 26
Full-time 7 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, including asset protection... and handling gift and estate tax issues. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized...

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

Posted On Aug 20, 26
Full-time Experience : 2-4 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions hedge funds Insurance Mutual Funds pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Tax Compliance within the Wealth & Asset Management practice... at the company, the responsibilities encompass managing and implementing tax compliance strategies. This involves providing essential support for tax provision, direct and...

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

Posted On Aug 20, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance Partnership pension private equity Securities spectrum Taxation

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice at the company, you will play a pivotal role in managing and implementing tax compliance strategies for...

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

Posted On Aug 27, 26
Full-time 1 views Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management Partnership shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management Partnership shareholders wealth management

in collaboration with Senior Managers. - Manage all aspects of clients' investment portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews. -... Collaborate with teammates to deliver a wide range of integrated solutions, such as...

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

Posted On Sep 08, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Business Law Insurance Litigation marketing
Job Tags:
Business Law Insurance Litigation marketing

business development and marketing strategies across various business units. The role involves collaborative development and management of key initiatives to... drive client development and growth. The SBDM is expected to bring a wealth of experience and critical,... creative thinking to...

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

Posted On Jul 26, 26
Part-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
power of attorney trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
power of attorney trusts Wills

operations and efficient case management. - Prepare legal documents, which... may include wills, trusts, and powers of attorney, ensuring accuracy and compliance with legal standards. - Communicate effectively with clients, scheduling and following up on appointments to ensure client satisfaction and case...

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

Posted On Jul 30, 26
Full-time 21 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Business Formation Estate Planning estates family Guardianship Probate reorganization trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: - Provide legal guidance and advice to clients on various aspects of estate planning, business formation, special needs planning, high net worth estate planning, and related areas of law. - Draft legal documents, including trusts, wills,...

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

Posted On Jun 30, 26
Full-time 9 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
agreements Asset Protection Elder Law Estate Planning estates Ethics Financial Institutions Government Guardianship health insurance Insurance Medicaid Probate residential real estate Software trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
agreements Asset Protection Elder Law Estate Planning estates Ethics Financial Institutions Government Guardianship health insurance Insurance Medicaid Probate residential real estate Software trusts Wills

plans, including wills, trusts, powers of attorney, and advance directives. - Prepare and draft legal documents, including trust agreements, estate administration documents, and guardianship petitions with strong organization, planning, prioritization, and time management skills. - Conduct legal research... on complex estate...

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

Posted On Jun 17, 26
Full-time 14 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Government health insurance Probate Profit Sharing Real Estate Law Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Government health insurance Probate Profit Sharing Real Estate Law Software

Title: Legal Assistant Job Responsibilities: The Legal Assistant position at the law firm is integral to the growth of its estate planning and probate practice. The role is multifaceted, combining legal assistant duties, client service, intake, and office coordination responsibilities. The successful...

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

Posted On Jul 08, 26
Full-time 2 views Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills

Title: Estate Planning Attorney (1-2+ Years Experience) Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and...

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

Posted On Jul 06, 26
Full-time 3 views Experience : Min 35 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning family Financial Institutions health insurance LLC marketing pleadings Probate Software title trusts Wills

Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, deeds, and other estate planning documents. - Handle probate...

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

Posted On Jul 03, 26
Full-time 11 views
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Environmental Law - Transactions & Compliance Environmental and Land Use - General Environmental Law - Litigation - Plaintiffs Business Immigration Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Workers\' Compensation Law - General Workers\' Compensation Law - Employers Employment Law - General Immigration - General Trusts and Estates - General
Job Tags:
agreements commercial litigation contracts Employment Law Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance spectrum
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) Environmental Law - Transactions & Compliance Environmental and Land Use - General Environmental Law - Litigation - Plaintiffs Business Immigration Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Workers\' Compensation Law - General Workers\' Compensation Law - Employers Employment Law - General Immigration - General Trusts and Estates - General
Job Tags:
agreements commercial litigation contracts Employment Law Environmental Law Estate Planning Family Law health insurance Insurance Litigation Patent personal injury Personal Injury Law pleadings regulatory compliance spectrum

Title Senior Legal Counsel Job Responsibilities - Provide comprehensive legal advice on diverse areas including estate planning, environmental law, immigration law, landlord-tenant law, family law, securities law, workers' compensation law, tribal law and regulations, litigation, patent law, and personal injury cases. - Draft, review,...

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

Posted On May 21, 26
Full-time 4 views
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
divorce Estate and Trust Estate Planning estate tax estates Family Law Financial Institutions Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Adoption Law Divorce Law Family Law - General Trusts and Estates - General
Job Tags:
divorce Estate and Trust Estate Planning estate tax estates Family Law Financial Institutions Probate Software trusts Wills

divorce, and family law. Job Title Legal Assistant or Paralegal Job Responsibilities - Providing comprehensive practice support and case management utilizing practice management software... - Drafting and proofreading correspondence, notices, legal documents, and forms such as wills, POAs, and probate court fo...

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

Posted On Jul 27, 26
Full-time 56 views Experience : 1-8 yrs required
Practice Area:
Corporate - Contract Law Corporate - M&A Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Corporate - Contract Law Corporate - M&A Probate Estate & Tax Planning Trusts and Estates - General

law firm in Providence, RI, is seeking a dedicated and skilled Associate Attorney with a strong background in estate planning, elder law, probate/trust administration, and/or corporate commercial transactions. The candidate must demonstrate the ability to work independently and have a...

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

By Employer Type

Law Firm Recruiter In-House Government
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend
Narrow your search further using one of the following locations:  Rhode Island  Rhode Island, NY  Rhode Island, TX