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Wealth Management Jobs in Webster

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United States
Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Insurance Probate Software

boutique law firm specializing in Estate Planning, Estate Administration, and Elder Law is seeking a motivated, organized, and detail-oriented Estate Administration Paralegal. The firm is client-focused and offers an excellent opportunity for a paralegal to work closely with attorneys and...

Posted On Jul 08, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Bankruptcy civil procedure Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance title Wills

attorneys representing clients by assisting with trainings and presentations. - Gather documents and information; draft documents under attorney supervision. - Facilitate referrals and track the status of cases and referrals. - Timely report data and time in case management systems. - Respond to inqu......

Posted On Sep 17, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family Probate

Title: Estate Administration Paralegal and Legal Assistant Job Responsibilities: The Estate Administration Paralegal and Legal Assistant roles encompass a range of responsibilities centered around estate planning and administration. The primary duties include: - Assisting with estate planning and the administration of estates and...

Posted On Sep 26, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Litigation - Appellate Litigation - General (consumer) General Practice - Transactional & Litigation Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Estate & Tax Planning Trusts and Estates - General
Job Tags:
appeals appellate civil litigation depositions Estate Planning health insurance Litigation pleadings Profit Sharing Software
Practice Area:
Litigation - Appellate Litigation - General (consumer) General Practice - Transactional & Litigation Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review Estate & Tax Planning Trusts and Estates - General
Job Tags:
appeals appellate civil litigation depositions Estate Planning health insurance Litigation pleadings Profit Sharing Software

Overview Paralegal / Legal Assistant – Litigation Law Firm – Rochester, NY Full-Time or Part-Time In-Office Litigation and Estate Planning Law firm, a Rochester-based litigation firm, is seeking a highly organized and proactive Paralegal / Legal Assistant with experience in civil litigation...

Posted On Aug 01, 26
Full-time 34 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...

Posted On Aug 15, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
ADA agreements appeals Asset Protection Elder Law Estate Planning estates federal government Harassment I-9 Medicaid spouse trusts Wills

Title: Associate Job Responsibilities: - Counsel clients on Medicaid eligibility for nursing home and community-based long-term care, including New York's five-year lookback rules and asset protection strategies. - Draft and review estate planning documents including Wills, Powers of Attorney, Health Care Proxies, and...

Posted On Jul 07, 26
Full-time 2 views Experience : Max 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action Asset Protection Bankruptcy Consumer Law criminal equity Estate Planning family Family Law health insurance Immigration Insurance partnerships title Wills

Available: Attorney (Equal Justice Works Fellow) Job Title: Attorney (Equal Justice Works Fellow) Job Responsibilities: The Attorney serving as an Equal Justice Works Fellow at **Members Only.** will engage in various duties as part of the Financial Empowerment Project. The primary responsibilities include: - Providing...

Posted On Aug 01, 26
Full-time 46 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Asset Protection Estate and Trust estates fiduciary trusts Wills

Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...

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

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

Posted On Sep 14, 26
Full-time 118 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 - 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 acquire new assets, both from...

Posted On Sep 14, 26
Full-time 127 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 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 acquire...

Posted On Sep 14, 26
Full-time 112 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 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...

Posted On Sep 14, 26
Full-time 98 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 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...

Posted On Aug 04, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General Real Estate - General
Job Tags:
civil litigation closing documents commercial real estate Estate Planning estates fiduciary Probate Real Estate Law Software title
Practice Area:
Probate Trusts and Estates - General Real Estate - General
Job Tags:
civil litigation closing documents commercial real estate Estate Planning estates fiduciary Probate Real Estate Law Software title

Title: Paralegal Job Responsibilities: - Prepare and file probate documents, including petitions, inventories, accountings, and fiduciary tax returns. - Assist with estate administration tasks such as asset collection, creditor claims, and final distributions. - Support real estate closings, including title review, preparation of closing...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Financial Institutions health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates Financial Institutions health insurance Insurance Probate Software trusts Wills

Summary We are a client-focused general practice law firm dedicated to providing compassionate, detail-driven services. Our team values professionalism, empathy, and precision. We are seeking an experienced Estates Paralegal who thrives both working independently and in a collaborative environment and who...

Posted On Aug 12, 26
Full-time 47 views Experience : 2-10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies,...

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