Wealth Transfer Jobs in Manalapan

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United States
Full-time 2 views Experience : 5-10 yrs required

Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for providing legal oversight across the law firm's estate planning practice. The role includes managing and overseeing the timely, accurate, and consistent production of estate planning documents. The Associate Attorney will...

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Posted On Sep 18, 26
Full-time 2 views

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

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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Management Liability Product Leader Duties: Reports up to the Underwriting Officer for Financial Products, within the office of the Chief Underwriting Officer. Responsibility for providing leadership and underwriting excellence for one or more of the management liability products. (Employment Practices Liability, Director’s and Officers Liability and/or Fiduciary Liability). Will be responsible for establishing, directing and implementing the overall portfolio man... 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Note: This job is no longer active.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

The candidate Should have 5-10 years’ experience to join firm and practice working in the areas of Trust & Estates, Real Estate & Commercial Transactions, and General Litigation. This would include drafting Wills, Living Wills, Powers of Attorney, Trusts, and working on Probate matters; preparing a variety of transactional documents for commercial leasing, sales of commercial sites, and business transfers; as well as superior research and writing skills for motions,... 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

The candidate Should have 5-10 years’ experience to join firm and practice working in the areas of Trust & Estates, Real Estate & Commercial Transactions, and General Litigation. This would include drafting Wills, Living Wills, Powers of Attorney, Trusts, and working on Probate matters; preparing a variety of transactional documents for commercial leasing, sales of commercial sites, and business transfers; as well as superior research and writing skills for motions,... 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 Wealth Planning Strategist The candidate... plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships into company. Develops new clients jointly with internal partners as well as individually with external sources. Work in conjunction with company client service team to identify, evaluate, implement and administer financial planning strategies in serving ultra-high net worth client fa... 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 the administration of estates and trusts including maintaining records for these entities. Will also draft probate, account settlement, and estate planning documents. Should preferably have experience in income and transfer tax planning, probate court... proceedings and 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

Paralegal Candidate will: Ensure the law firm’s with a primary focus in Estate Planning, Estate & Trust Administration and Elder Law workflow processes are working smoothly and efficiently. Be dedicated to ensuring the client file life cycle from consultation to signing is no longer than 6 weeks and all legal documents are completed, error-free and ready for client signing meetings within 3 weeks. 2nd draft of documents ready by week 2. Review Documents with Clients... 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

Planning Paralegal The candidate will be eager to implement new ideas and produce high-quality work in a timely and effective manner. Ensure the law firm’s workflow processes are working smoothly and efficiently. Be dedicated to ensuring the client file life cycle from consultation to signing is no longer than 6 weeks and all legal documents are completed, error-free, and ready for client signing meetings within 2 weeks. Enter asset information into the database. Prod... 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 Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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

office of a **Members Only.** Top Ranked Law Firm seeks a trusts and estates associate attorney with 1-3 years of experience in estate planning, estate administration, tax, commercial or residential real estate, Medicaid, and/or business planning. The candidate will... 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

Overview: A law firm in Freehold, NJ, seeks a skilled and experienced Trusts And Estates Attorney to provide legal counsel on estate planning, probate, and guardianship matters. The ideal candidate will have a strong background in trusts and estates, exhibit... 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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