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Wealth Transfer Jobs in Devon

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United States
Posted On Aug 21, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts

Title: Trusts and Estates Attorney Job Responsibilities: - Serve as a strategic advocate for clients, confidently guiding them through estate planning, probate, and estate administration. - Exhibit professionalism, empathy, and the ability to guide clients through sensitive and emotional matters. - Provide solutions-oriented advice...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Posted On Aug 09, 26
Full-time 36 views Experience : 3-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Business Law Elder Law Estate Planning estates family fiduciary Guardianship inheritance Insurance Litigation Medicaid Probate Software title trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Business Law Elder Law Estate Planning estates family fiduciary Guardianship inheritance Insurance Litigation Medicaid Probate Software title trusts Wills

for advancement and growth Competitive salary based on experience and qualifications **Members Only,** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...

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Posted On Aug 17, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This involves planning and executing client tax engagements. - Collaborate with specialists regarding...

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Posted On Aug 13, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

$75M, including various trusts and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategies, focusing... on multi-generational wealth transfer and dynasty trust... structures. -... Oversee trust and estate administration, which includes probate, fiduciary compliance, post-mortem tax planning, and...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family fiduciary Litigation Probate Taxation trusts wealth transfer

various trust strategies such as GRATs, SLATs, IDGTs, BDITs/BDOTs, QPRTs, nongrantor trusts, CLTs, CRTs, and private foundations. - Advise on estate, gift, and generation-skipping transfer (GST) tax strategy, focusing... on multi-generational wealth transfer and dynasty trust... structures. -... Oversee trust and esta...

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Posted On Aug 14, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary restructuring Taxation trusts wealth transfer Wills

owners on estate planning, wealth transfer strategies, and trust... and estate administration. - Draft and revise a variety of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related agreements. - Support business succession planning and estate planning...

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Posted On Aug 03, 26
Full-time 12 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates family gift tax Living Trusts Probate Taxation trusts

Title: Trusts & Estates Associate: Senior Level Job Responsibilities: - Draft and implement complex legal documents, including Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Spousal Lifetime Access Trusts (SLATs), and Qualified Personal Residence Trusts (QPRTs). These documents should be tailored to...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estate tax Insurance private client Probate Taxation

Title Private Client Associate Job Responsibilities The Private Client Associate will be responsible for engaging in sophisticated estate planning and handling estate and trust administration along with transfer tax matters. The position... requires working with high-net-worth individuals, families, fiduciaries, and...

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Posted On Sep 07, 26
Full-time 26 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...

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Posted On Aug 18, 26
Full-time 21 views Experience : 8-8 yrs required
Practice Area:
Trucking and Auto Defense Insurance Trucking and Auto Plaintiffs Insurance Plaintiffs - General Insurance Defense - General Insurance Coverage Insurance - Regulatory & Compliance Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Practice Area:
Trucking and Auto Defense Insurance Trucking and Auto Plaintiffs Insurance Plaintiffs - General Insurance Defense - General Insurance Coverage Insurance - Regulatory & Compliance Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor Job Responsibilities: - Serve as... Responsible for delivering a full suite of wealth solutions, including financial planning... and advisory services, to high net worth individuals. - Meet revenue growth, profitability, and client retention goals by acquiring new clients thro...

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Posted On Aug 18, 26
Full-time 7 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor III Job Responsibilities: - Serve... and ultra-high net worth wealth clients, focusing on developing... full suite of company wealth solutions, leveraging personal financial... concepts to provide a comprehensive range of wealth products and services. - Meet... revenue growth, pro...

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Posted On Jul 13, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business succession, and... execu...

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Posted On Aug 27, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
banking document review fiduciary shareholders
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
banking document review fiduciary shareholders

Title: Delaware Trust Administrative Officer II (DE TAO II) Job Description: The Delaware Trust Administrative Officer II (DE TAO II) at Company collaborates with Delaware Trust Officers to manage fiduciary/trust relationships and meet client needs and expectations. This role serves as an...

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Posted On Aug 21, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Asset Protection divorce Elder Law Estate Planning estates Insurance LLC Probate Software trusts

Title: Trusts and Estates Attorney (PA) Job Responsibilities: The Trusts & Estates Attorney will be responsible for providing strategic advocacy and guidance to clients in the areas of estate planning, probate, and estate administration. The role involves: - Acting as a Trusted Advisor...

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Posted On Aug 21, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates Taxation trusts

tax planning and transactional matters involving closely held businesses, real estate interests, and other complex assets. - Handle estate and trust administration matters. - Engage in direct client interaction, providing meaningful opportunities for client engagement. - Implement sophisticated estate planning and wealth pres...

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Posted On Jul 29, 26
Full-time 12 views Experience : 3-16 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - M&A and Transactions Corporate - M&A Corporate - Contract Law Trusts and Estates - General Tax - General Corporate - General
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - M&A and Transactions Corporate - M&A Corporate - Contract Law Trusts and Estates - General Tax - General Corporate - General

their practice in Philadelphia, PA. The ideal candidate will possess deep knowledge of estate, gift, and generation-skipping transfer tax planning, along with... familiarity with corporate and partnership tax issues related to business sales, restructurings, and succession high-net-worth individuals, f...

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