• Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    …credit (complex structured loans, including aircraft, yacht, investor real estate , trust and estate planning solutions, art, restricted stock, ... credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, real estate ,… more
    M&T Bank (09/19/25)
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  • Senior Trusts & Estates Attorney

    Williams Parker (Sarasota, FL)
    estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning , estate and gift tax strategies, ongoing trust ... 5+ years of experience practicing law, with a strong focus on estate and trust planning . Ideal candidates will have technical expertise in drafting… more
    Williams Parker (08/21/25)
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  • Family Law Attorney (High net worth divorce)

    Robert Half Legal (Minneapolis, MN)
    …asset division. + Strong ability to navigate complex cases involving business valuations, trust or estate planning elements, and substantial wealth ... in complex divorce litigation, including matters involving business valuations, real estate holdings, trust interests, and investment portfolios. + Develop… more
    Robert Half Legal (07/09/25)
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  • Private Wealth Management Trust Support…

    Regions Bank (Knoxville, TN)
    …to practice law on behalf of Regions Bank, and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience ... Or Master of Business Administration (MBA) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience +… more
    Regions Bank (07/23/25)
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  • Paralegal

    Robert Half Legal (Chicago, IL)
    …for a detail-oriented individual with a strong background in gift tax returns, trust administration, and estate planning processes. The successful candidate ... assistance. * Ensure compliance with legal standards and best practices in estate planning and trust administration. * Utilize legal software and systems… more
    Robert Half Legal (09/04/25)
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  • Director, Private Client Services

    First National Bank of Omaha (Omaha, NE)
    …or field. Significant experience in one or more of the following: Investment Management, Trust , Estate Planning or Business Succession Planning . Previous ... transforming the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer… more
    First National Bank of Omaha (07/10/25)
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  • Client Solutions Trust Administrator…

    Regions Bank (Hoover, AL)
    …Planner (CFP), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related ... Or Bachelor's degree in a related field and one (1) year of Trust Administration, Estate /Tax Law, Financial Planning , Investment or related experience + Or… more
    Regions Bank (09/20/25)
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  • Trust & Estates Paralegal

    Robert Half Legal (Chicago, IL)
    …+ Bachelor Degree required; paralegal certificate preferred + 5-8+ years of experience handling estate planning and trust administration + Strong trust ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years...closing estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
    Robert Half Legal (08/26/25)
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  • AVP & Counsel, Advanced Markets

    Manulife (MA)
    …+ Deep understanding of US tax code as it applies to life insurance, estate / trust planning , charitable giving, executive benefits, and business succession + ... and external wholesalers, supporting distribution partners, financial professionals, CPAs, and Estate Planning Attorneys and deliver technical expertise on… more
    Manulife (09/24/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    …goals related to investment advice, tax strategies, legacy & estate planning , philanthropic giving, and corporate trust services. They also manage trusts, ... , book of business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth +… more
    Vanguard (09/18/25)
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