- Goldman Sachs, Inc. (San Francisco, CA)
- …efficient transfer of wealth and the minimization of estate taxes. Risk Management and Insurance Planning Assess and manage risk exposure through ... returns. Estate and Trust Planning Collaborate with client T&E attorney to develop, illustrate, and implement estate plans. Ensure...CFP). Minimum 7 years of experience in financial planning, wealth management , tax, consulting, or a related… more
- Fifth Third Bank (Indianapolis, IN)
- …instructions as requested by their supervisor, subject to reasonable accommodation. Wealth Management Advisor LOCATIONIndianapolis, Indiana 46204 Fifth Third ... goals. Partners with teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services.… more
- BDO USA (Chicago, IL)
- …and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible ... background and professional experience as well as their communication, time management , leadership, technical, business development, and people skills to provide tax… more
- District Partners LLC (Cleveland, OH)
- …big leagues. About Our Client: Our client is a leading independent wealth management firm providing comprehensive financial services to high-net-worth ... the firm offers a broad range of solutions including investment management , financial planning, and tax advisory. Their team-oriented culture fosters collaboration… more
- JPMorgan Chase (Plano, TX)
- …Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem ... Attorney : Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide...annuities, life insurance , long term care and wealth management -specific regulatory matters, ongoing support of… more
- JPMorgan Chase (Columbus, OH)
- As a Wealth Management Financial Products and Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal ... team, you will provide critical analysis and discussion of wealth management -specific regulatory issues, ongoing support of investment products distribution… more
- Comerica (Dallas, TX)
- …technology, privacy and cybersecurity, commercial or consumer products, payments and treasury management , and/or wealth management , is preferred. Position ... Job Description Bank Regulatory Attorney /Regulatory Relations The Bank Regulatory Attorney ...and cybersecurity, commercial or consumer products, payments and treasury management , or wealth management is… more
- Robert Half Legal (Minneapolis, MN)
- …cases involving business valuations, trust or estate planning elements, and substantial wealth management issues. + Excellent written and verbal communication ... Description Are you an accomplished Family Law Attorney with experience handling complex divorce cases for high-net-worth individuals? Are you seeking an opportunity… more
- Robert Half Legal (San Francisco, CA)
- …remainder trusts and other complex estate planning instruments. * Familiarity with private wealth management and tax matters related to trusts and estates. * ... is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California,...* Adept at working collaboratively with financial advisors and wealth management teams. * Capable of addressing… more
- Robert Half Legal (Vienna, VA)
- …processes comply with applicable tax laws and regulations. * Work closely with private wealth management teams to align strategies with client goals. * Stay ... Description We are looking for an experienced Attorney with a strong background in tax and...preferably with high-net-worth clients. * Strong expertise in private wealth management , estate planning, and gift tax… more
- JPMorgan Chase (San Francisco, CA)
- …+ Experience with the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the Legal department ... collaborative lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our...including client relationship managers, client service teams and business management . + Advising on a wide range of legal… more
- Robert Half Legal (Washington, DC)
- Description We are looking for a skilled Trusts & Estates Attorney to join our team in Washington, District of Columbia. This role offers an excellent opportunity to ... work directly with clients on complex estate planning matters, wealth transfers, and legal documentation. The ideal candidate will have a strong background in estate… more
- Robert Half Legal (St. Louis, MO)
- …, and advance directives. * Provide strategic legal advice to clients on wealth management and tax-efficient estate planning strategies. * Collaborate with ... Description We are looking for an experienced Estate Planning Attorney to join our team in Saint Louis, Missouri. This role offers a unique opportunity to work with… more
- Robert Half Legal (Irvine, CA)
- Description Exciting Opportunity for a Senior Litigation Attorney at a Leading Real Estate and Business Litigation Firm A prominent real estate litigation firm is ... seeking a highly skilled and experienced Senior Litigation Attorney to join their esteemed team. This is an outstanding opportunity to work on complex and… more
- Robert Half Legal (Seattle, WA)
- Description We are looking for an experienced and dedicated attorney to join our Estate Planning group in our Seattle office. This role involves crafting tailored ... estate planning solutions, advising high-net-worth clients on wealth transfer strategies, and providing legal guidance on trust administration and charitable… more
- Robert Half Legal (Doylestown, PA)
- …its growing team. This firm specializes in comprehensive financial planning and wealth management , with a niche focus on serving high-net-worth professionals. ... Description A well-established, independent wealth advisory firm is seeking a Trust and...professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...Securities Act, and ERISA, and serve as the lead attorney and work with various colleagues to implement changes… more
- Fifth Third Bank, NA (Skokie, IL)
- …any such payment based upon company, line of business and/or individual performance. Wealth Management Advisor II Total Base Pay Range 119,500.00 - 256,900.00 ... wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services.… more
- KeyBank (Cleveland, OH)
- …provides advice on trust and estate settlement, including real estate and tax, wealth management , and institutional asset management , including employee ... Cleveland, Ohio 44114 KeyBank National Association is seeking an attorney to lead its Key Wealth Legal...(Key's retail broker-dealer and registered investment adviser) and its insurance agency KeyCorp Insurance Agency USA Inc.… more
- Truist (Charlotte, NC)
- …legal support and guidance to Truist's Commercial and Corporate Banking and Private Wealth Management (Commercial) lines of business and their internal credit, ... documentation for use by Truist Bank's Commercial and Corporate Banking and Private Wealth Management (Commercial) lines of business and provide guidance and… more
