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Wealth Management Jobs in Wisconsin

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United States
Posted On Sep 09, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Guardianship health insurance Litigation pleadings Probate Software title trusts Wills

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

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Posted On Sep 09, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
employee benefits Estate Planning estates family health insurance LLC Probate trusts

firm is seeking an experienced Trust & Estate Paralegal to join our team. As a key member, you will assist attorneys, other paralegals, and administrative staff in estate planning and trust administration. We value proactive individuals who can work independently,...

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Posted On Sep 09, 26
Full-time 1 views Experience : 5-9 yrs required
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water
Job Tags:
banking criminal Estate and Trust family Financial Institutions health insurance Insurance investment management Water

Job Title: Senior Wealth Strategist / Certified Financial... / LLM Job Responsibilities: The Senior Wealth Strategist / Certified Financial... responsible for providing specialized wealth planning for High Net... Worth (HNW) and Ultra High Net Worth (UHNW) clients to help them meet their...

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Posted On Sep 09, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
employee benefits Estate Planning family LLC

law firm is seeking a Receptionist/Legal Secretary to join their team. This position is located in their Milwaukee office and involves assisting attorneys, paralegals, and administrative staff with estate planning and trust administration tasks. The ideal candidate will be proactive,...

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in Private Tax at the company, you will play a crucial role in providing sophisticated personal and private tax advice and compliance support to high-net-worth individuals, business owners,...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation
Practice Area:
Corporate - General Finance - Banking Trusts and Estates - General
Job Tags:
banking depositions estates finance Litigation

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

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Posted On Sep 02, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family Financial Institutions Medicaid Probate Software trusts Wills

Title: Legal Assistant Job Responsibilities: Client-Facing & Reception - Serve as the first point of contact for clients by answering phones, greeting visitors, scheduling appointments, and ensuring every client interaction reflects the law firm’s caring and professional culture. - Perform initial client intake and...

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Posted On Aug 24, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning LLC Probate

Title: Paralegal Job Responsibilities: - Manage and handle estate planning and probate matters. - Prepare, draft, and file legal documents. - Exhibit strong communication skills and be a self-starter. - Maintain attention to detail and organization in all tasks. - Collaborate as a team player, eager...

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Posted On Aug 31, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements Cybersecurity Estate Planning Government Labor and Employment pleadings Privacy shareholders

Title: Associate Attorney Job Responsibilities: - Conduct legal research and analyze complex legal and business issues. - Draft, review, and revise legal documents, agreements, correspondence, memoranda, pleadings, and other work product. - Advise clients and provide practical, strategic solutions based on their goals and...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Insurance Paternity Software

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

PWM Wealth Strategist Job Responsibilities The PWM Wealth... Strategist is tasked with... collaborating with Private Wealth Advisors to cultivate and... million, within the Private Wealth Management sector. The strategist... discovery and works alongside wealth management specialists to enhance... and expand relationships with...

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Posted On Aug 19, 26
Full-time Experience : 1-2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Probate

Title: Paralegal Job Responsibilities: - Typing, formatting, proofreading, and finalizing documents from dictation, handwriting, or existing documents as directed by attorneys. - Maintaining electronic and paper files of legal documents, updated contact lists, and company files. - Managing attorneys' calendars and organizing meetings for...

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Posted On Sep 09, 26
Full-time 6 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 various aspects of wealth management. - Address asset protection... and gift and estate tax issues. - Collaborate primarily with attorneys within the Financial Services & Capital Markets business unit. - Maintain strong attention to...

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Posted On Sep 09, 26
Full-time 43 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 Sep 05, 26
Full-time 118 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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Posted On Sep 05, 26
Full-time 109 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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Posted On Sep 05, 26
Full-time 138 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job ID:... & Friedrich LLP’s growing Wealth Planning Practice is looking... to add a Senior Wealth Planning attorney with at... least 10 years of experience to any of our Wisconsin offices. The attorney will serve as...

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Posted On Sep 05, 26
Full-time 16 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Equal Pay Act estate tax estates family gift tax Insurance LLC Marital Property trusts

Senior Wealth Planning Attorney Job Title: Senior... Wealth Planning Attorney Job Responsibilities: The Senior... Wealth Planning Attorney will serve... as a business advisor to clients, offering guidance on a comprehensive range of legal matters throughout the client's life cycle. Key responsibilities include: - Creating...

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Posted On Aug 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts Wills

Title: Estate Planning Associate Job Responsibilities: - Draft wills, trusts, and other estate planning instruments. - Prepare and/or review federal transfer tax returns, including estate, gift, and generation-skipping transfer taxes, as well as income tax returns for Trusts and Estates. - Provide advice and...

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Posted On Aug 26, 26
Full-time Experience : 2-8 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 an Estate Planning Associate in Milwaukee, WI. This role offers an opportunity to join a team recognized for its sophisticated estate planning practice, providing comprehensive services to both individual and business clients. The position involves addressing...

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