Wealth Transfer Jobs in Keller

Senior Legal Counsel Duties: Support the expanding personal investments businesses of Personal and Workplace Investing arm. Support business initiatives, projects and processes designed to serve the needs of 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Note: This job is no longer active.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

Attorney The candidate will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions in the practice areas of estate planning, estate and trust administration, probate, business entity formation and transactions, and contract law. Draft pre-death estate planning documents; address all issues arising in post-death estate and trust administration; collect and gather information concerning the administration of estates a... 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Note: This job is no longer active.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

Attorney The candidate will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions in the practice areas of Estate Planning, Estate and Trust Administration, Probate, Business Entity Formation and Transactions, and Contract Law. Estate and trust administration, guardianship/conservatorship cases and probate. Drafting pre-death estate planning documents, addressing all issues arising in post-death estate and trust ad... 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Note: This job is no longer active.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 and Estates Attorney The candidate should have 3+ years of experience in estate planning, transfer tax planning, and probate... and trust administration matters. Candidate with a client base will be considered. Must be in good standing with the State Bar of Texas. Must demonstrate excellent written and verbal communication skills, as well as the ability to communicate clearly and succinctly in a variety of communication settings and styles.... 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

Senior Trust and Estates Attorney The candidate must be in good standing with the State Bar of Texas. Should have 3+ years of experience. Must have solid experience in estate planning, transfer tax planning, and probate... and trust administration.... 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 Duties: 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 territory. Provide trust and estate planning solutions, wealth transfer strategies to clients... and prospec... 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 be... regionally located and responsible for covering specific complexes/offices in the Advisory Division of Merrill Lynch. 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 Advisor... 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 - Trust Specialist Responsibilities: Will report directly to the sales performance executive with personal wealth and retirement. Will be... responsible for covering specific complexes/offices in the advisory Division of company. 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, Comple... 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

Prep Assistant The candidate will order and prepare conveyance deeds for bank owned properties. Will ensure documents and information is accurate and meets state specific standards. Order and prepare conveyance deeds (REO, REFI, DIL). Collect information from various sources regarding vesting, legal description, and recording information. Order and prepare documents to clear title . releases and quit-claim deeds. Maintain POA and vesting matrices. Maintain informatio... 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

be serving in domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning... and preparation of gift and estate tax returns). Tax . degree preferred. Must be admitted be admitted to the State Bar.... 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