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Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws.
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Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Undergraduate degree in business, finance, or accounting, along with a CFP license; additional credentials such as an MBA or estate planning/investment licenses are a plus. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Expertise in advising individuals and families on tax and estate planning, financial planning, estate and generation-skipping tax planning, trust administration, probate administration, and charitable planning.
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A bit about us:We are a leading law firm in the legal industry, seeking a dedicated and experienced Estate Planning Attorney to join our dynamic team. This is an exciting opportunity for an Estate Planning Attorney who is looking to take their career to the next level.
$100,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Estate Administration/Probate Paralegal (Full-Time) Our fast-paced Estate Planning and Estate Administration Law Firm is growing and we are looking to hire a hardworking and detail-oriented full-time Probate Paralegal.
$60,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Active member in good standing of the Florida Bar.10+ years of experience in estate planning, estate and trust administration, wealth preservation, and business succession planning.
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Key Responsibilities: Provide comprehensive estate planning, trust administration, and wealth preservation services to clients. Draft and review sophisticated estate planning documents.
$420,000 - $500,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Estate Planning Analysis: Assist attorneys in analyzing clients’ financial situations, family dynamics, and estate planning goals. Type Direct Hire Job Title: Estate Planning ParalegalJob Summary: As an Estate Planning Paralegal, you will play a vital role in supporting attorneys in the estate planning process.
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Spectrum Law Florida is a comprehensive estate planning law firm providing legal services in the areas of wills, trusts, estate planning, guardianship, and probate. Proven experience as a paralegal in estate planning, guardianship, and probate matters.
$40 an hourRemoteExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with the financial planning software eMoney, as well as Redtail (CRM), Wealthscape, Albridge, Microsoft Office suite, including Teams, (or similar financial, portal and CRM software.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today
financial advisor estate planning jobs Company: New York Life West Texas General Office
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