Wealth Transfer Jobs in Upland

Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... 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Note: This job is no longer active.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 planning needs in... collaboration with clients, partners and Centers of Influence. Grows and retains Wealth Management relationships by integrating... fiduciary knowledge, wealth planning, invest... 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Note: This job is no longer active.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

Counsel Consulting (GCC) is the only professional firm that works full time to find openings and make placements for General Counsel and in-house counsel. By working only for in-house counsel over the years, we have developed exclusive resources for advancing your legal career. 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 Fidu... 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 Transition Services Manager /... Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning and compliance matters for internal clients. Assist clients which may have varied levels of estate planning knowledge. Look at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. Implemen... 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 must be skilled in probate, trust development, and trust administration with experience in preparing asset transfers and accountings. Excellent organizational, time management, drafting and research skills. Word/WP skills required.... 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

Contract Paralegal (Estate Planning) The candidate will be responsible for managing all aspects of a client's case (with attorney supervision) including communicating with clients and other parties to move them through the case flow from start to finish. Will support Attorney in drafting estate planning documents (Revocable Living Trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds, etc.) and record... documents with the County Office... 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

Part-time Estate Planning Paralegal The candidate will manage all aspects of a client's plan (with attorney supervision) including communicating with clients and other parties to move them through the case flow from start to finish. Will support Attorney in drafting estate planning documents using Wealth Counsel Software (Revocable Living... Trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds, etc.). Assist with... Funding of Trusts and... 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 Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... 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 Planning Paralegal The candidate will work with multiple attorneys and is responsible for providing paralegal support and assistance in the management, coordination and administration of all aspects of trusts and estates. Ensure proper setup and maintenance of client files utilizing the firm’s processes as well as creating physical file folders and labels (copying, scanning, and profiling all original documents and emails). Assist attorneys in all stages o... 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 Planning Paralegal The candidate work with multiple attorneys and is responsible for providing paralegal support and assistance in the management, coordination and administration of all aspects of trusts and estates. This position requires heavy client contact, while maintaining professionalism and confidentiality for the client and the Firm. Responsibilities will include but are not limited to the following: Ensure proper setup and maintenance of client f... 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