Wealth Transfer Jobs in Derby

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United States
Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, and estate planning matters. - Prepare and file Connecticut Probate Court pleadings, forms, fiduciary accountings, and related documents. - Manage probate and trust administration files from opening through closing. -...

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Full-time 1 views Experience : Min 3 yrs required

comprehensive range of estate planning documents, including wills (with tax-planned structures), revocable and irrevocable trusts, advanced wealth transfer planning documents, powers... of attorney, healthcare directives, and ancillary documents such as deeds, funding schedules, and assignment documents. - Customize documentation ba...

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Full-time 5 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The associate will be responsible for advising on international tax matters and cross-border planning strategies that address complex multi-jurisdictional tax and legal considerations. This includes developing...

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Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

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Wealth Strategist The candidate will... broaden relationships with qualified wealth clients and prospects by... working with other wealth management team members and... partners such as Private Client and Investment Advisors and other planning specialists to identify, evaluate, implement and administer wealth management strategies, tactics and... solutions. Will serve as subject matter expert for fiduciary issues. May serve as primary point of contact for the client or prospe... 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Note: This job is no longer active.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

Wealth Strategist The candidate will... broaden relationships with qualified wealth clients and prospects by... working with other wealth management team members and... partners such as Private Client and Investment Advisors and other planning specialists to identify, evaluate, implement and administer wealth management strategies, tactics and... solutions. Will serve as subject matter expert for fiduciary issues. May serve as primary point of contact for the client or prospe... 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

Mid-level Associate Attorney The candidate should have 3-5 years of experience in supporting a growing transactional practice focused on wealth planning including wealth transfer... tax planning, business succession planning, wealth preservation and charitable planning.... CT Bar admission required. Estate planning and trust administration experience required.... 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

with 3–5 years of transactional experience. The candidate will be focused on wealth planning including wealth transfer... tax planning, business succession planning, wealth preservation and charitable planning.... Estate planning and trust administration experience is required. CT Bar admission is essential.... 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

Trusts and Estates Associate Attorney The candidate must have 3-5 years of experience to support a growing wealth planning practice focused on... tax and trust planning and fiduciary administration for successful individuals, their families and family offices. Relevant experience (including trust drafting, exposure to sophisticated wealth transfer techniques, estate and... trust administration, charitable planning and/or business succession planning) and CT Bar admission required.... 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

Corporate Associate Attorney (Trust & Estates) The candidate will support a growing wealth planning practice focused on... tax and trust planning and fiduciary administration for successful individuals, their families and family offices. Relevant experience includes trust drafting, exposure to sophisticated wealth transfer techniques, estate and... trust administration, charitable planning and/or business succession planning.... 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

Estate Settlement Assistant II The candidate provides administrative support to Estate Settlement Market Director (ESMD) and Estate Settlement Officers (ESO) who manage a book of wealth transfer accounts. Working independently,... but closely, primarily with the ESMD, but also with one or more ESOs, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing... 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

Business Law Senior Associate/Junior Partner Candidate will support a growing wealth planning practice focused on... tax and trust planning and fiduciary administration for successful individuals, their families and family offices. Relevant experience includes trust drafting, exposure to sophisticated wealth transfer techniques, estate and... trust administration, charitable planning and/or business succession planning. Required Skills Experience: 5 years of e... 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

Corporate Senior Associate/Junior Partner Duties: Support a growing wealth planning practice focused on... tax and trust planning and fiduciary administration for successful individuals, their families and family offices. Gain experience in trust drafting, exposure to sophisticated wealth transfer techniques, estate and... trust administration, charitable planning and/or business succession planning.... 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

Trusts and Estates Senior Associate/Junior Partner Candidate will support a growing wealth planning practice focused on... tax and trust planning and fiduciary administration for successful individuals, their families and family offices. Relevant experience includes trust drafting, exposure to sophisticated wealth transfer techniques, estate and... trust administration, charitable planning and/or business succession planning. Connecticut Bar admission is required. Must have: 5 yea... 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

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