Trusts & Estates Attorney for High‑Net‑Worth Clients
BCG Attorney Search
BCG Attorney Search is seeking a Trusts and Estates Attorney for its Providence, RI office. The ideal candidate will have 3 to 5 years of experience in trust and estate matters, strong communication skills, and an active attorney license in Massachusetts, with preference for additional licenses in Florida and Rhode Island. This role involves providing legal guidance, drafting documents, and representing clients in probate courts. The firm values organizational skills, detail orientation, and the ability to handle sensitive information confidentially. #J-18808-Ljbffr BCG Attorney Search
- ...Overview A law firm seeks a Trusts and Estates Attorney for its Providence, RI... ...administrative skills, be highly organized, detail-oriented,... ...planning documents. Represent clients in probate and family courts... ...formation. Experience with high-net-worth clients and estate planning...High net worthWork at office
- ...firm seeks an experienced Private Client International Trusts & Estates Planning Associate to join their team... ...international estate planning for high-net-worth individuals and companies, with a... ...and flexible office locations. #J-18808-Ljbffr BCG Attorney SearchHigh net worthPart timeWork at officeRemote workOverseasFlexible hours
- BCG Attorney Search is seeking an experienced Private Client International Trusts & Estates Planning Associate to join their team in Providence. The ideal candidate will... ...experience in international estate planning for high-net-worth clients, focusing on cross-border tax...High net worthRemote jobOverseas
- BCG Attorney Search is seeking a Trusts and Estates Associate in Providence, RI, to join their sophisticated practice focused on estate planning and... ...necessary documents, and develop strategies for high-net-worth clients. This position requires a minimum of three years...High net worth
- Job Overview A law firm seeks a Trusts and Estates Associate in Providence, RI. The successful... ...trust administration, working with high‑net‑worth clients and institutional entities. Duties... ...collaborative and professional environment. #J-18808-Ljbffr BCG Attorney SearchHigh net worth
$120k - $145k
...Manager to join our Private Client Services Team on a flexible hybrid... ...consulting services to our high net worth clients as well as managing,... ...(including C-Corp, S-Corp, Trusts, and Partnerships) as well as... ...commercial value. Manage multiple Estate, Gift and Fiduciary client...High net worthFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...growing wealth management firm serving ultra-high net worth families, single family offices,... ...are united by a clear purpose: to help clients pursue their Preferred Life — with clarity... ...strategy, risk management guidance, wealth and estate planning support, philanthropic planning...High net worthFull timeWork at officeFlexible hours
- The Washington Trust Company is seeking an experienced Senior Wealth Administrator to support exceptional wealth management services for high-net-worth clients. This role involves managing complex administrative activities, ensuring accuracy and compliance while partnering...High net worth
$135k - $225k
Commercial Real Estate Associate - Transactions, Leasing... ...role is ideal for an attorney who enjoys hands‑on... ...transactional work and meaningful client interaction. You will... ...where attorneys are trusted with meaningful... ...collaborative team Commitment to high‑quality client service...Work at officeLocal area- Fidelity Investments Inc. is seeking an Associate Regional Trust Specialist (ARTS) responsible for educating Fidelity associates... ...reviewing trusts, ensuring compliance, and supporting high net worth clients across the United States. The ideal candidate will have at least...High net worth
$100k - $140k
Gordon Rees Scully Mansukhani, LLP is seeking an Estate Planning Attorney with 3-5 years of experience for their Providence office. The ideal candidate... ...skills. This role requires a commitment to superior client service and the ability to manage cases from inception with...Remote jobWork at office$100k - $165k
...states, has immediate openings in its Providence office for Estate Planning Attorneys with 3-5 years’ experience. Candidates must have an... ...minimal supervision. Additionally, a commitment to superior client service is essential. Candidates must be licensed and admitted...Contract workWork at officeLocal areaImmediate startRemote workFlexible hours- ...aligning their portfolios with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth individuals with a specific focus on the education and medical professions...High net worthFull timeWork at office
- ...luxury yacht dealership is seeking a Sales Director to enhance client relationships and drive sales of new and pre-owned yachts.... ...ownership experience and must excel at maintaining relationships with high-net-worth clients. Strong sales experience, exceptional communication,...High net worth
$105k - $250k
...to develop personalized wealth management strategies that meet client goals. The role emphasizes collaboration with partners and... ...of 2 years of experience in financial services, ideally with high-net-worth individuals. This commissioned role offers potential earnings...High net worth- W3Global is seeking a full-time Associate Attorney in North Providence, RI. This position involves managing a caseload primarily focused... ...guidance of experienced attorneys. Responsibilities include client intake, case assessment, and preparation for litigation. The ideal...Full time
- ...position. The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for an energetic... ...into FPTC and supporting Fidelity’s high net worth clients in all fifty states. This role can work... ...and trust taxation, fiduciary law, and estate planning. The successful candidate will...High net worthWork experience placement
- ...position. The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for an upbeat... ...into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The position can... ...and trust taxation, fiduciary law, and estate planning. The successful candidate will...High net worthWork at office
$60k - $200k
World Insurance Associates is seeking a Private Client Sales Executive to enhance its business within the high-net-worth client segment. This role emphasizes developing relationships with affluent individuals and guiding them through complex personal insurance needs. You...High net worth$65k - $90k
...Gift & Estate Valuation Associate Withum is a place where talent thrives - where who you... ...valuation consulting services to clients in both the private and public sectors.... ...that includes closely held businesses, high-net-worth individuals, private equity and venture...High net worthWork at office$120k - $160k
...Solutions Architect to join our hyper-growth financial services client. This role is crucial to our business as you will be responsible... ...aligned with the client's business requirements. This role requires a high level of technical expertise and the ability to work...Local area- ...Implementation Project Manager - Wealth Client ExperienceApplylocations:... ...‐Dealers, Advisors, Banks, Trust companies, and Family Office... ...conversion experience.In this highly visible role, you will:* **Lead... ...within institutional or high‐net‐worth client management or relationship...High net worthWork at office
- ...skilled and motivated Business Litigation Attorney to join their dynamic legal team in... ...and advocacy for a variety of commercial clients, including businesses, financial institutions... ...service skills, with a focus on building trust and achieving favorable outcomes. Demonstrated...Work at office
- ...Commercial Lending & Finance Attorney who experienced and highly skilled Finance Attorney... ..., lenders, and corporate clients on debt financing, capital... ...second lien commercial real estate transactions.... ...and/or drafting deeds of trust Experience in other commercial...
- ...Growth and delivering for our clients, teammates, communities and... ...investment management accounts for high-net-worth clients and beneficiaries... ...investment management and trust accounts and working with team... ...of trust administration and estate planning experience Working...High net worthWork at officeFlexible hoursShift workDay shift
- BCG Attorney Search is seeking a Family Law Associate Attorney for its Litigation Department located in Providence, Rhode Island. The ideal candidate should have excellent communication skills and be well-organized, with a strong academic background and proven writing...
$146.93k - $249.7k
Supervising Attorney - Connecticut, Massachusetts, Rhode Island Staff... ...team of attorneys representing clients in all levels of insurance... ...quality assurance program to drive high quality file handling for our... ...team with a culture of trust, collaboration, and transparency...Work at officeFlexible hoursShift work- ...Overview A law firm seeks an Inventory Attorney in Providence, RI. The role involves... ...support staff to ensure timely, high-quality deliverables. Duties Understand... ...supports timely decisions. Deliver a client experience based on trust, empathy, and insight. Assist in coordinating...Work at office
$65k - $85k
Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI Ikigai, we don't just discuss financial literacy; we revolutionize it! We're a team of innovators, dreamers, and creators who believe in the power of financial independence. With...Remote jobPart timeFlexible hours$105k - $130k
ASSOCIATE ATTORNEY Morrison Mahoney LLP is excited to add an Associate... ...where attorneys are trusted to take ownership of their cases... ...strategies, working closely with clients, experts, and colleagues across... ...side with partners on complex, high-value matters. This is a rewarding...Relocation packageFlexible hours
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