Wealth Transfer Jobs in Alabama

Senior Wealth Planning Analyst Duties: Partners... with Wealth Strategists, WMAs, and other... specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged... with th... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

VP – Trust Specialist The candidate reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Will develop... current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with financial advisors, private wealth advisors, complex directors, sales... managers and regional managing directors of the advisory division specific to assigned terr... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

VP – Trust Specialist The candidate reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Will develop... current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with financial advisors, private wealth advisors, complex directors, sales... managers and regional managing directors of the advisory division specific to assigned terr... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Asset Coordinator The candidate will be responsible for: Manage the continuing care program in our Family and Business Counsel Plans. Plan and orchestrate work to ensure business priorities are met, organizational goals are achieved, and best practices upheld. Organize and maintain Client asset summaries and track Client file timelines. Manage Client emergency health information cards and online document vaults. Review and verify assets and complete approved asset... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

- Gift and Endowment Planning/Analyst IV Duties: Assist the office in keeping track of critical information regarding estates under administration, third-party trusts, and bequest expectancies; the incumbent would be expected to clean up the information currently in access; work with the information systems staff in developing a means of transferring such information into advance; research the existing abilities advance has to track expectancies, third party trus... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Officer, GS-1169-07 Duties The candidate will conduct research, interviews and investigations. Analyze financial statements, and contact third parties for information. Will collect delinquent taxpayer accounts; secure delinquent returns. Will file extensions to statutes of limitations for collection. Determines the accuracy of assessed liabilities and adjust or abate erroneous liabilities. Participates in agency compliance programs. Have contacts with taxpayers, att... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Officer, GS-1169-07 Duties The candidate will conduct research, interviews and investigations. Analyze financial statements, and contact third parties for information. Will collect delinquent taxpayer accounts; secure delinquent returns. Will file extensions to statutes of limitations for collection. Determines the accuracy of assessed liabilities and adjust or abate erroneous liabilities. Participates in agency compliance programs. Have contacts with taxpayers, att... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Sales Officer Responsibilities: Understanding the key features and benefits of personal trust and fiduciary services and effectively articulating the features and benefits of each personal trust product or fiduciary service to Financial Advisors (FAs) and Financial Intermediaries (FIMs). Communicating and/or discussing the benefits of trust company personal trust services (including Delaware law) to FAs, FIMs, prospects/clients and professional advisors. Developing... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Sales Officer. Duties: understanding the benefits of personal trust and fiduciary services and articulating the benefits of each personal trust product or fiduciary service to financial advisors (FAs) and financial intermediaries (FIMs). Communicating to FAs, FIMs or prospects/clients all the steps involved in transferring an existing trust to the firm's trust company or the steps to create a new trust that will meet the prospects needs. Design of any customized pe... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

#Tax Manager, Investment Management, Private Wealth ##Position Summary ... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here