Wealth Transfer Jobs in Yorkville

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United States
Full-time 1 views Experience : 5-10 yrs required

estate planning matters, including: - Drafting wills, revocable and irrevocable trusts, powers of attorney, and related legal documents. - Assisting with trust administration and estate settlement matters. - Advising high-net-worth individuals and business owners on wealth transfer strategies. - Coordinating with... the law firm's...

Full-time 1 views Experience : 5-10 yrs required

planning tasks. Key responsibilities include: - Drafting legal documents such as wills, revocable and irrevocable trusts, and powers of attorney. - Assisting with the administration of trusts and the settlement of estates. - Advising high-net-worth individuals and business owners on strategies for wealth...

Posted On Jul 13, 26
Full-time 1 views Experience : 3-20 yrs required

OverviewA law firm seeks an Estate Planning Attorney in Lisle, IL. The ideal candidate will have 5-10 years of experience in estate planning and be adept at managing a high volume of sophisticated client work while maintaining quality. This role...

Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.

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Secretary The candidate provides high-level day-to-day paralegal/secretarial support to the managing attorney and all legal staff, including Corporate, Real Estate, Estate Planning, Intellectual Property and other transactional assignments. In addition to research and preparation of documents for Corporate litigated cases. Limited research to assist attorney regarding investigation of facts and case law. Receive and screen communications, including telephone calls 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Note: This job is no longer active.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

The candidate provides high-level day-to-day paralegal/secretarial support to the managing attorney and all legal staff, including Corporate, Real Estate, Estate Planning, Intellectual Property and other transactional assignments. In addition to research and preparation of documents for Corporate litigated cases. Limited research to assist attorney regarding investigation of facts and case law. Receive and screen communications, including telephone calls and emails... 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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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 Planner II The candidate... serves as Senior Wealth Planner to the most... complex, visible and top revenue generating clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on the most complex planning engagements, including... 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 Planner II The candidate... serves as Senior Wealth Planner to the most... complex, visible and top revenue generating clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on the most complex planning engagements, including... 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

Head of Wealth Strategy & Trust Services... The candidate will responsible for delivering business succession, transaction advisory, estate, and financial planning services to high net worth clients of Calamos Wealth Management. The Head of... Wealth Strategy and Trust Services... also plays a significant role in deepening and broadening relationships with existing clients. This position will partner with advisors during the consultation process with clients and prospects and assist... 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 should be experienced in estate planning including drafting documents and transferring assets. Should be experienced in probate procedures including preparation of inventories and accountings. Must have excellent organizational and follow-up abilities, exhibit a can-do attitude, and be eager to learn new skills. Word, WordPerfect and Excel a must, Power Point 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

Planning Paralegal The candidate should have 3-5 years of experience. Should have experience in estate planning including drafting documents and transferring assets; experienced in probate procedures including preparation of inventories and accountings; must have excellent organizational and follow-up abilities, exhibit a can-do attitude, and be eager to learn new skills. Word, WordPerfect and Excel also a must.... 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

WM Senior Fiduciary Advisory Specialist (LO) Responsibilities: Primary contact for coordination for Investment & 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 & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation,... 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

Saint Charles office of our client seeks an associate attorney with 3-5 years of experience. The candidate will oversee all aspects of assigned litigation/arbitration caseload, including no-fault, loss transfer, and uninsured motorist.... 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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