Legal Wealth Management Jobs Jobs in Weston, MA

Attorney in Waltham, MA

In-House • **Members Only** Waltham, MA

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Posted On Jul 14, 26

Full-time Experience : Min 10 yrs required

Job Tags:

Estate Planning family finance FINRA Insurance LLC partnerships Registered Investment Advisor Retirement Planning Securities Software Taxation trusts wealth management

Title: Associate Director of Taxation Job Responsibilities: - Oversee the preparation and review of complex tax returns for partnerships, S-corporations, individuals, and trusts, with a focus on real estate. - Ensure all tax returns comply with current tax laws and regulations. - Respond to...

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Guardianship and Conservatorship Attorney / Probate Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Wellesley, MA

Law Firm • **Members Only** Wellesley, MA

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Posted On Jun 30, 26

Full-time 20 views Experience : Max 3 yrs required

Practice Area:

Guardianship and Conservatorship Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estate tax pleadings Probate

Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on estate plan drafting, probate and trust administration, and adult guardianship and conservatorship court proceedings. The role requires a candidate who is self-reliant, confident, resourceful, and organized, with strong interpersonal and...

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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Wellesley, MA

Law Firm • **Members Only** Wellesley, MA

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Posted On Jul 01, 26

Full-time 3 views Experience : 2-4 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate Planning estate tax estates Probate trusts

Title: Estate Planning Attorney Job Responsibilities: - Meet and work directly with clients to address their estate planning needs. - Draft a variety of estate planning documents tailored to individual client requirements. - Research legal and tax-related issues associated with estate planning strategies to...

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ERISA/Executive Compensation Transactions & Compliance Attorney / ERISA - General Attorney / Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Newton, MA

In-House • **Members Only** Newton, MA

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Posted On Aug 11, 26

Full-time Experience : Min 15 yrs required

Practice Area:

ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

asset management contracts ERISA family fiduciary FINRA Investment Advisers Act of 1940 Mutual Funds securities laws wealth management

The key job responsibilities include acting as the primary legal counsel in the subject matter of asset management and federal securities laws.... This involves advising on disclosure, regulatory, compliance, and enforcement matters under SEC rules and FINRA regulation. The candida...

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Legal Staff Paralegal in Sudbury, MA

Law Firm • **Members Only** Sudbury, MA

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Posted On Jul 26, 26

Full-time 1 views Experience : Max 4 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

Energy Estate Planning local government Probate Software trusts

Title: Junior Legal Assistant Job Responsibilities: Core Operational Responsibilities (Immediate Focus) - Binder Assembly & Delivery: Responsible for creating, assembling, inspecting, and packaging high-quality estate planning binders for client delivery. - Scanning & Digital Archiving: Tasked with scanning all executed estate planning documents, properly...

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Probate Attorney / Trusts and Estates - General Attorney in Cambridge, MA

Law Firm • **Members Only** Cambridge, MA

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Posted On Jun 16, 26

Part-time 36 views Experience : 3-5 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

estate tax estates Probate

Attorney Job Responsibilities: - Handle case management from the inception of... the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust...

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Legal Staff Paralegal in Acton, MA

Law Firm • **Members Only** Acton, MA

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Posted On Aug 06, 26

Full-time Experience : Min 2 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

children Estate Planning Insurance

Title: Paralegal Job Responsibilities: - Build and maintain relationships with clients through phone, email, and in-person interactions. - Communicate with financial advisors regarding clients’ trusts and ensure proper funding. - Ensure attorneys are adequately prepared for their schedules and responsibilities in the week ahead. -...

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Legal Staff Paralegal in Woburn, MA

Law Firm • **Members Only** Woburn, MA

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Posted On Jul 05, 26

Full-time 2 views Experience : 3-5 yrs required

Practice Area:

Family Law - General Probate

Job Tags:

agreements divorce Estate Planning Family Law health insurance Insurance pleadings Probate Software

Title: Family Law and Probate Attorney Job Responsibilities: - Communicating with opposing counsel, court, and other interested parties. - Managing attorney and court calendars, including scheduling hearings, deadlines, conferences, and other case-related events. - Answering incoming telephone calls and directing inquiries as appropriate. - Conducting...

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Attorney in Burlington, MA

In-House • **Members Only** Burlington, MA

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Posted On Sep 03, 26

Full-time 10 views Experience : 7-15 yrs required

Job Tags:

due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management

Title: Tax Partner - Financial Services State and Local Tax (SALT) Job Responsibilities: The role of Tax Partner at the company involves a multifaceted set of responsibilities that include both new business opportunities and servicing existing clients in a compliance and consulting...

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Finance - Financial Services Regulation Attorney / Finance - Banking Attorney / ERISA/Executive Compensation Transactions & Compliance Attorney / ERISA - General Attorney / Finance - General Attorney in Westwood, MA

In-House • **Members Only** Westwood, MA

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Posted On Jun 24, 26

Full-time 9 views Experience : 3-5 yrs required

Practice Area:

Finance - Financial Services Regulation Finance - Banking ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - General

Job Tags:

agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary finance FINRA Insurance Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Job Title: Counsel, Wealth Management Division Job Responsibilities: - Provide... legal support to wealth management, trust, fiduciary, investment... advisory, and brokerage businesses. - Interpret and apply fiduciary principles and duties. - Advise on advisory and brokerage service models and related regulatory requirements. - Review and...

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Finance - Financial Services Regulation Attorney / Finance - Banking Attorney / Finance - General Attorney in Westwood, MA

In-House • **Members Only** Westwood, MA

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Posted On Jul 14, 26

Full-time 1 views Experience : 3-5 yrs required

Practice Area:

Finance - Financial Services Regulation Finance - Banking Finance - General

Job Tags:

agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

legal support to the wealth management, trust, fiduciary, investment... businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters impacting trust, fiduciary, brokerage, and investment management services. - Ensuring regulatory compliance... with OCC fiduciary regu...

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Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Boston, MA

In-House • **Members Only** Boston, MA

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Posted On Aug 28, 26

Full-time 4 views Experience : Min 6 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

agreements artificial intelligence civil litigation due diligence equity Financial Institutions FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing NASDAQ private equity regulatory compliance Securities securities laws stock options wealth management

Title: Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic legal advice related to the onboarding, due diligence, sales, and ongoing controls of Alternative Investments, Complex Products, and Digital Assets. - Offer day-to-day legal support for the alternative investments platform, ensuring compliance...

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Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Boston, MA

In-House • **Members Only** Boston, MA

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Posted On Sep 01, 26

Full-time 2 views Experience : Min 6 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

agreements artificial intelligence civil litigation due diligence equity FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing private equity regulatory compliance Securities securities laws stock options wealth management

Job Title: VP, Wealth Management Alternative Investments Attorney... Job Responsibilities: - Provide day-to-day legal support for the company's alternative investments platform, ensuring compliance with applicable rules, regulations, and assessing legal risks related to the brokerage and investment advisory business. -...

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Law Student - In-House in Boston, MA

In-House • **Members Only** Boston, MA

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Posted On Sep 07, 26

Full-time 56 views

Job Tags:

banking child family finance higher education investment management lending mother spectrum wealth management

SEO friendly job title: Wealth Management Summer Analyst at... H1: Goldman Sachs Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs...

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Associate Attorney

Recruiter • **Members Only** Wellesley, MA

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Posted On Jul 29, 26

Full-time 6 views Experience : Max 7 yrs required

Practice Area:

Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an Associate Attorney in Wellesley, MA. The position focuses on estate plan drafting, probate and trust administration, and adult guardianship and conservatorship court proceedings. The ideal candidate is self-reliant, confident, and resourceful, with strong interpersonal and...

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