Corporate Trust Finance Associate
BCG Attorney Search
Job Overview: A law firm seeks a Corporate Trust Finance Associate to join its Finance & Banking Practice Group in West Palm Beach, FL. This role offers a collaborative environment with opportunities for professional growth. Duties Represent trustees and collateral agents in structured finance transactions. Provide legal advice on structured finance matters. Draft, review, and negotiate transaction documents. Collaborate with attorneys and staff to deliver high-quality legal services. Requirements One to five years of structured finance experience. Experience representing trustees and/or collateral agents preferred. Licensed and in good standing in the state of practice. Education Juris Doctor (JD) degree required. Certifications Bar admission in the relevant state. Skills Strong work ethic and maturity. Effective communication skills. Benefits Professional growth and development opportunities. #J-18808-Ljbffr BCG Attorney Search
- BCG Attorney Search seeks a Corporate Trust Finance Associate to join its Finance & Banking Practice Group in West Palm Beach, FL. The role requires expertise in structured finance and offers a collaborative environment with ample opportunities for professional growth....Suggested
- ...and Morgan, P.A. (now Taft Law) in West Palm Beach is looking for a motivated associate to join their Business & Finance practice. The successful candidate will possess over 3 years of corporate law experience, managing components of complex corporate transactions while...Suggested
- ...execution of M&A transactions and private financing deals from origination to closing. This... ...needs and position the firm as their trusted advisor. Qualifications and Experience Experience... ...years of investment banking or relevant corporate finance experience, with a significant...SuggestedWork at officeLocal areaRemote workWorldwideFlexible hours
- ...providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member Christina Worley, a seasoned professional...SuggestedFull time
- ...are great with numbers AND people. As a trusted and reliable member of our team, you bring... ...You Bring Bachelor's degree in Finance, Business Administration, Accounting, Economics... ..., capital markets, investment sales or corporate finance. Advanced proficiency in...Suggested
- ...dealership by purchasing customer vehicles. Our associates provide an exceptional customer experience, appropriately... ...: Competitive benefits Career paths into finance, management, and beyond A culture built on trust, transparency, and teamwork What We're Looking...Hourly payFlexible hours
- ...providing excellent service that makes a positive impact on the people around you. You’re a natural relationship-builder who earns trust quickly and keeps it. You listen first, then guide , making customers feel understood while confidently recommending solutions. You’...Work at office
$50 - $60 per hour
...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals... ...improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work...Hourly payContract workFor contractorsWork experience placementRemote work- Fox Rothschild LLP is seeking an attorney to join their Taxation & Wealth Planning Department in West Palm Beach, Florida. The ideal candidate will have 4 to 10 years of experience and a background in estate planning and tax planning, with a focus on developing strategies...
$61k - $119k
...practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your...For contractorsWork at office$61k - $119k
...that focuses on planning experience. Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients...Full timeContract workFor contractorsWork at office- ...ensure a seamless student experience.EDUCATIONBachelor’s degree in finance, business, mathematics education, or related field required; a... ...messaging across a wide variety of audiences.Establishes Trust – Gains the confidence of others by actions and words that promote...Work at officeWeekend workAfternoon shift
- ...experienced advisors and a robust training and financing program for new advisors. Advice-Centric... ...your practice with the backing of a trusted partner Let\u2019s Build Your Legacy... ...Segundo, CA 90245 Details Seniority level: Associate Employment type: Full-time Job function:...Full time
- .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship... ...with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Work at officeShift workDay shift
$135k - $160k
...lifecycle—cash flow, investments, tax strategies, risk management, Social Security, Medicare, pensions, estates Quickly establish trust and deliver an exceptional experience for every member in a remote setting Communicate complex information in actionable, easy-to...Temporary workRemote workFlexible hoursAfternoon shift$50k
...prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help... ...plan, health savings account, and flexible spending account. All associates are eligible for the Employee Assistance Program. Earn Salary,...Work at officeHome officeFlexible hours$63.25k - $121.2k
...Palm Beach, FL 33480 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range... ...level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related...Work at officeLocal areaDay shift- Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new... ...development strategies and opportunities. Coach and mentor Associate Wealth Advisors and Wealth Advisor Analysts to support continuous...Temporary workWork at officeRemote work
$50k
.... People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients...Work at officeWork from homeHome officeFlexible hours- ..., including: Liquidity events Concentrated positions Trust design Business succession Coordinate across internal... ...your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional...Work at office
$165k - $200k
...Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...including Power Query. We care less about how clever your formulas are and more about whether someone else can pick up your file and trust it. ~ Clear written communication. ~ A service mindset toward internal and external clients. The deal team, asset managers,...Shift work
- .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship... ...with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in... ...a high-performing culture by coaching associates on sales, referrals, products, and services... ...FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits #J-18808-Ljbffr...Temporary workWork at officeMonday to Friday
- ...PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in... ...a high-performing culture by coaching associates on sales, referrals, products and services... ...Talent Acquisition About Us First Horizon Corporation is a leading regional financial services...Temporary workWork at officeMonday to Friday
- ...Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice... ...consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and...Temporary workWork experience placementLocal area
- ...to contribute to a dynamic, growth-oriented organization with a collaborative and entrepreneurial culture. Summary The Senior Corporate Finance Analyst will serve in a highly visible, strategic role within the Finance organization supporting the company's financial...Work at office
- Ibis Recruiting is looking for a Senior Corporate Finance Analyst to support its finance operations in West Palm Beach, Florida. This role involves advanced financial modeling, risk management, and capital planning, providing significant exposure to senior leadership and...
- ...clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...Temporary workWork experience placementLocal area
$102k - $190k
...business results. Acts as the central point of contact for clients, coordinating all aspects of their financial needs. Builds deep, trusted relationships and delivers personalized advice aligned with clients' goals. Provides tailored banking solutions that include...Contract workPart timeLocal areaShift work
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