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Wealth Management Jobs in West Lake Hills

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United States
Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work with... present content across different wealth management topics. - Serve as... and trust & estate planning strategies, as well as concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with fiel...

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Posted On Sep 02, 26
Full-time 3 views 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...

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Posted On Sep 09, 26
Full-time 8 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 service with...

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Posted On Jul 01, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Probate Software trusts Wills

Title: Paralegal Job Responsibilities: - Draft estate planning documents, including wills, trusts, and powers of attorney, using law firm software. - Manage and organize client files utilizing tools such as Clio. - Coordinate document signings and track associated deadlines. - Print, prepare, and process documents...

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Posted On Jul 10, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
contracts document review Environmental Law Estate Planning Family Law Litigation Patent pleadings Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
contracts document review Environmental Law Estate Planning Family Law Litigation Patent pleadings Software

a combination of document management and administrative support in... ideal candidate will possess strong writing, proofreading, and organizational skills, along with experience in legal case management and document review. This... position offers an opportunity to work in a dynamic leg...

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Posted On Jul 20, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
40 Act AML asset management capital raising contracts derivatives fund formation hedge funds Insurance Investment Advisers Act of 1940 regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel – Fund Services ROLE OVERVIEW PURPOSE OF JOB Founded in 2002 and based in Austin, TX, Company delivers a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs) and separately managed accounts (SMAs). The innovative platform enables investment...

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Posted On Jul 21, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning Genetics Harassment health insurance Insurance Litigation Profit Sharing
Practice Area:
Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
commercial real estate Estate Planning Genetics Harassment health insurance Insurance Litigation Profit Sharing

Title: Legal Assistant - Corporate and Estate Planning Job Responsibilities: Legal Assistants at the law firm support attorneys in all phases of cases from inception through trial or closing. Their duties include: - Maintaining multiple attorney/partner dockets. - Maintaining reminders and preparing initial drafts...

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Posted On Jul 30, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning
Job Tags:
Asset Protection Elder Law Estate Planning health insurance Litigation Probate Software trusts Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Asset Protection Elder Law Estate Planning health insurance Litigation Probate Software trusts Wills

Title: Client Liaison for Estate Planning and Probate Job Responsibilities: This role involves significant client interaction and is crucial in guiding clients through the estate planning process. Key responsibilities include: - Conducting Will and Trust signing appointments directly with clients, ensuring all required...

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Posted On Aug 13, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Estate Planning fiduciary litigation Guardianship health insurance Insurance Litigation Mediation Probate probate litigation special projects trials
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
Estate Planning fiduciary litigation Guardianship health insurance Insurance Litigation Mediation Probate probate litigation special projects trials

the Job We are seeking a detail-oriented paralegal to join our litigation and guardianship team, supporting one of our attorneys who carries a busy caseload of client meetings, mediations, and court appearances. You'll be trusted to run point independently on day-to-day...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Guardianship and Conservatorship Adoption Law Divorce Law Family Law - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Criminal Defense Estate Planning Family Law Guardianship Litigation marketing pleadings Probate Software
Practice Area:
Guardianship and Conservatorship Adoption Law Divorce Law Family Law - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Criminal Defense Estate Planning Family Law Guardianship Litigation marketing pleadings Probate Software

Title: Paralegal - Family Law Job Responsibilities: - Case Ownership: Manage the entire lifecycle of family law and estate planning/guardianship matters from inception through resolution. This involves handling cases with a high degree of professionalism and empathy to achieve meaningful results for...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Bankruptcy Energy Estate Planning estates Litigation restructuring special projects trusts Water

to attorneys in the Wealth Preservation and Estate Planning... practice. - Serve as a primary point of contact for clients and provide responsive, professional, and confidential client service. - Manage a high volume of client matters, communications, documents, and competing priorities. - Prepare,...

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Posted On Oct 01, 26
Full-time 14 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates gift tax Probate trusts Wills

Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will be responsible for a variety of tasks within the law firm’s Estate Planning, Probate, and Trusts practice group. The key responsibilities include: - Focusing on estate and gift tax planning...

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Posted On Aug 09, 26
Full-time 1 views
Practice Area:
Elder Law
Job Tags:
appeals depositions equity Media Medicaid Medicare Partnership trials
Practice Area:
Elder Law
Job Tags:
appeals depositions equity Media Medicaid Medicare Partnership trials

Title: Staff Attorney Job Responsibilities: The staff attorney is responsible for providing general civil legal advice, assistance, or representation to eligible clients. Key responsibilities include: - Maintaining the highest ethical and professional standards as a member of the State Bar and adhering to...

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Posted On Sep 24, 26
Full-time 1 views
Practice Area:
Corporate - General Real Estate - General Probate
Job Tags:
Business Law Litigation Probate title
Practice Area:
Corporate - General Real Estate - General Probate
Job Tags:
Business Law Litigation Probate title

Title: Remote Contract Attorney – Austin Area (Texas Licensed) Job Responsibilities: - Handle firm-assigned matters in business, real estate, probate, and litigation, with no prior experience required but considered helpful. - Manage a mix of transactional and litigation matters, typically responsible for about...

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Posted On Sep 28, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation depositions health insurance Insurance Litigation pleadings Practice of Law Probate professional liability public defender
Practice Area:
Probate Trusts and Estates - General
Job Tags:
civil litigation depositions health insurance Insurance Litigation pleadings Practice of Law Probate professional liability public defender

Title: Associate Attorney Job Responsibilities: - Take primary responsibility for assigned litigation and contested matters. - Appear at hearings, depositions, mediations, and other legal proceedings. - Draft pleadings, motions, discovery, correspondence, and other legal documents. - Communicate directly with clients, opposing counsel, and other parties...

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Posted On Sep 21, 26
Full-time 26 views Experience : 5-8 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

Job Title: Wealth Advisor III Job Responsibilities: - Serve... as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client...

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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...

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Posted On Sep 24, 26
Full-time Experience : Min 4 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements Energy Immigration Insurance lease Partnership title
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements Energy Immigration Insurance lease Partnership title

Title: Commercial Counsel Job Description: The Role: Company is seeking a Commercial Counsel to join the Company Law Department. This role will serve as a primary legal partner to Company’s Global Procurement organization and broader business, leading the structuring, drafting, and negotiation of complex...

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Posted On Aug 03, 26
Full-time 4 views Experience : 2-15 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

seeks a Senior Private Wealth Services Associate for its... range of clients across various industries, providing sophisticated estate planning and wealth management and draft... complex estate planning documents, including revocable trust agreements and wealth transfer QSBS stock,... busi...

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