- JPMorgan Chase (Chicago, IL)
- …and strategy, and providing valuable regulatory insight. As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel ... The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who… more
- Charles Schwab (Chicago, IL)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... transform the finance industry together. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies… more
- Robert Half Legal (Chicago, IL)
- …Legal Assistant with at least 5-8+ years of experience to join their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing ... as wills, codicils, trust agreements and amendments, powers of attorney , designations, limited partnership agreements, limited liability company agreements,… more
- Wells Fargo (Chicago, IL)
- …Needs Trust Services internally and externally. Contribute to the growth of the wealth management business by promoting Special Needs Trust Services including ... the Special Needs Trust Services team as part of Wealth and Investment Management . Learn more about...in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate… more
- Grant Thornton (Chicago, IL)
- …solution families, State and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing data input, ... necessary education hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal), and interpersonal… more
- BMO Financial Group (Chicago, IL)
- …within BMOFG - Personal & Commercial Banking (P&C), BMO Capital Markets, and BMO Wealth Management - as well as to Corporate Services areas. Provides federal ... The Senior Manager, US Tax Advisory is responsible for: **Relationship management /Advisory** + Developing and managing relationships with US Lines of Business… more