Wealth Transfer Jobs in Rochester

Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... 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Note: This job is no longer active.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

Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... 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Note: This job is no longer active.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

Private Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals,... business owners, and families. Will focus is new sales revenue through client acquisition and expansion of existing clients. Work through the Relationship Manager, assess client's current financial situa... 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

and Estate Paralegal The candidate will prepare federal and state estate tax returns, fiduciary income tax returns and gift tax returns. Will prepare and review trust and estate accountings. Prepare judicial settlement and informal settlement documents. Prepare probate documents and miscellaneous court documents relating to the Executor/Administrator/Trustee. Correspond with clients to obtain information required for probate and estate administration. Correspond with b... 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

and Estate Paralegal The candidate will handle all aspects of estate and trust administration, working closely with assigned attorneys. Will prepare federal and state estate tax returns, fiduciary income tax returns and gift tax returns. Prepare and review trust and estate accountings. Prepare judicial settlement and informal settlement documents. Prepare probate documents and miscellaneous court documents relating to the Executor/Administrator/Trustee. Correspond wit... 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

and Estates Paralegal The candidate will be responsible for handling all aspects of estate and trust administration, working closely with assigned attorneys. Will prepare federal and state estate tax returns, fiduciary income tax returns and gift tax returns. Prepare and review trust and estate accountings. Prepare judicial settlement and informal settlement documents. Prepare probate documents and miscellaneous court documents relating to the Executor/Administrator/T... 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

and Estates Paralegal The candidate will handle all aspects of estate and trust administration, working closely with attorneys. Will prepare federal and state estate tax returns, fiduciary income tax returns and gift tax returns. Prepare and review trust and estate accountings. Prepare judicial settlement and informal settlement documents. Prepare probate documents and miscellaneous court documents relating to the Executor/Administrator/Trustee. Correspond with client... 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

Trusts and Estates Attorney The ideal candidate should have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement 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

Trusts and Estates Attorney The candidate should preferably have 10+ years of trusts and estates experience, including familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Significant experience with estate planning for taxable estates, gift tax planning, estate administration, and trust administration and settlement, all in New York State, is essential. Experience with fiduciary taxation is critical, and financial and retirement pla... 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

Seeking an Attorney with 10+ years trust and estate experience. The candidate must have familiarity with complex wealth transfer techniques as well... as more basic planning strategies. Experience with fiduciary taxation is critical and financial and retirement planning is a plus.... 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