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Wealth Transfer Jobs in Flemington

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United States
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 Sep 18, 26
Full-time 2 views
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 includes planning and executing client tax engagements. - Collaborate with specialists regarding...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and...

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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The following jobs are no longer active but were real openings previously posted by employers.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.

  • ✅ LawCrossing has monitored employer hiring for 25+ years
  • ✅ Archived jobs include the original post date for transparency
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Internal Trust Specialist Duties: Providing guidance on trust company administration and the fiduciary investment offerings to ultra high net worth clients. Will be responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate fina... 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

Vice President, Internal Trust Specialist The candidate will be responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Will also need to work with the Financial Advisor to coordinate the firm’s investment offerings to ensure that they are consistent with applicable fiduciary investing rules. Assist Financial Advisors in selling trust company services to existing and prospective clients which will requi... 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

AVP, Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary inve... 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

Internal Trust Specialist Duties: Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. 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

Internal Trust Specialist Duties: Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. 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

Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary inve... 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

Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Will advise financial advisors on suitability of investments for trusts considering applicable fiduciary... 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

Trust Specialist Responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company administration and fiduciary services to both newly implemented and existing estate plans which requires the individual to understand complex estate planning transactions in order to effectively communicate the requirements of administration to fi... 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

Trust Specialist Duties: Partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company administration and fiduciary services to both newly implemented and existing estate plans which requires the individual to understand complex estate planning transactions in order to effectively communicate the requirements of administration to financia... 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

Trust Specialist The candidate works in a fast paced and dynamic corporate environment providing guidance on trust company administration and the fiduciary investment offerings to ultra-high net worth clients of Merrill Lynch Financial Advisors. This individual is responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company... 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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