Wealth Transfer Jobs in Shawnee

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United States
Full-time 15 views Experience : Min 5 yrs required

and trust professionals on estate planning, tax, and wealth management issues. - Collaborate with... client teams to create innovative solutions that mitigate risk and assess risks associated with the administration of private trusts, institutional trusts, and estates. - Review estate plan docu...

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Posted On Aug 23, 26
Full-time Experience : Min 10 yrs required

PWM Wealth Strategist Job Title: PWM Wealth... Strategist Job Responsibilities: The PWM Wealth... Strategist is tasked with... collaborating with Private Wealth Advisors to develop and... exceeding $10MM, within Private Wealth Management. This role involves... discovery and working alongside wealth management specialists to enhance......

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Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory - Manager Job... owners, business-owning families, and owners of private wealth. This involves advising on... family, business entities, and private wealth management, including High Net... Worth Individuals’ personal business matters, family and business go...

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Full-time 26 views

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...

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Posted On Sep 03, 26
Full-time Experience : 5-6 yrs required

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

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Posted On Jul 27, 26
Full-time 11 views Experience : 3-8 yrs required

with high-net-worth individuals to develop comprehensive estate plans, including wealth shift and asset protection... strategies. The attorney will collaborate with clients on business succession planning and utilize advanced techniques such as spousal lifetime access trusts and grantor retained annuity ...

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