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Wealth Transfer Jobs in Jackson

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United States
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 Jul 29, 26
Full-time 24 views Experience : 2-17 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

Title: Associate Attorney (Estate Planning, Estate/Trust Administration & Probate Litigation)Job Overview: A respected law firm based in Moorestown, NJ, is seeking a seasoned Associate Attorney with specialized experience in estate planning, trust and estate administration, and probate litigation. This mid- to...

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