Wealth Transfer Jobs in Roanoke

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Note: This job is no longer active.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Note: This job is no longer active.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Note: This job is no longer active.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

Wealth Management Senior Fiduciary Advisory... Specialist (Lo) The candidate will be primary contact for coordination for Investment and Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows and retains Wealth Management relationships by integrating... fiduciary knowledge, wealth planning, i... 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 Planner Duties: Supports... the Senior Wealth Planner/Strategist in providing wealth... planning services to high... net worth clients generally above $10MM. Prepares analysis and work product on moderate to complex cases. Responsible for developing comprehensive, integrated and multigenerational wealth plans. Focuses on cash... flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable... 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 Planning Strategist The candidate... partners with the Wealth Planning Strategist and Regional... Wealth Planning Manager to identify... and participate in in-scope client activities that may lead to the sale of business owner planning engagements. Serves as the project lead on the most complex planning engagements, focusing primarily on business owner planning engagements, including project oversight, plan preparation, review and delivery. Works collaboratively with other mem... 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