- 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
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