Elite Wills & Trusts Partner for HNW Clients (Tulsa)
Capstone Search Partners
A prestigious law firm is seeking a dynamic and experienced Lateral Partner for their Wills, Trusts & Estates group. The role involves providing strategic counsel, managing complex trusts, and ensuring client-focused service for high-net-worth individuals. Ideal candidates should have a J.D., a decade of trusts & estates experience, and a proven record of business development. This position offers an opportunity to grow within a supportive and collaborative environment.
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- ...The Opportunity: Partner (Wills, Trusts & Estates) Send resumes to: ****@*****.*** All Inquiries Kept Confidential About the Firm Our distinguished client is a prestigious, full-service law firm known for sophistication and an incredibly collaborative...High net worthFull timePrivate practice
$114.12k - $152.16k
...Reading Partners Reading Partners is changing the education landscape... ...Director (ED) of Reading Partners Tulsa. The ED acts as the lead local... ...engagement functions. They will work closely with a Program... ...of establishing meaningful and trusting relationships with colleagues...High net worthFull timeWork at officeLocal areaImmediate startFlexible hoursWeekend workAfternoon shift- ...the client is seeking a dynamic, strategic Executive Director (ED) to lead Reading Partners Tulsa. The role sets the vision and operating conditions for regional success and translates... ...lifelong learning. the Executive Director will lead fundraising and serve as the primary...SuggestedLocal area
$100 per hour
...That is your mandate. You will lead the admissions process for... ...hospitality operations, executive client services, premium membership... ...service in settings where trust, professionalism, and experience... ...: Chicago, IL, Nashville, TN, Tulsa, OK, or Southlake, TX. ~ Work...High net worthFull timeFor contractorsImmediate startRemote workRelocationVisa sponsorship- ...Req ID: 78313 Location: Tulsa -TUL Areas of Interest: Wealth... ...A career with BOK Financial will provide you opportunities and... ...only come from working for a trusted industry leader. Work with amazing... ...Job Description The Client Service Associate serves as the...High net worthWork at office
- ...LeoForce in Tulsa, OK seeks a Senior Level attorney to join a growing, technology-driven national law firm building partnerships with established client books in a high-potential, modern environment. The firm is a technology-driven national platform, founded less than...Full time
$75k - $105k
...6111 East Skelly Drive,Tulsa, OK, 74135,United States... ...EXECUTIVE OPERATIONS PARTNER DEFINITION: The Executive... ...Partner is a trusted strategic support role... ...care. Employee must be willing and able to perform all... ...cooperatively and effectively with clients, staff, management, and...Work at officeShift work$101k - $112k
...Associate Location: Tulsa, OK (Hybrid – Minimum 3... ...Backfill) The Role Join our Client's Partnership Business... ...Associate , where you will lead the compliance for... ...directly with individuals, trusts, partnerships, and S-... ...License: Highly preferred. HNW Experience: Proven track...High net worthFull timeWork at officeLocal area3 days per week$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100%... ...Trust & Estate areas of personal HNW/UHNW tax and are looking to make... ...impact, keep reading. Our client, a well-established CPA consulting... .... The Work You will lead tax planning and compliance...High net worthImmediate startRemote workRelocation$150k
...Job Title Location: Tulsa, OK, US Key Details Experience: Senior Level Salary: $150,000 - $1,000,000 per year Compensation... .... Job Details The firm is actively adding individual partners with established books, as well as intact groups of 2-10...Full time$110k - $185k
...Financial Advisors and clients to make confident decisions... ...Director (FPD) partners with Financial Advisors... ...experience for high-net-worth (HNW) and ultra-high-net-... ..., charitable giving, trust and estate planning, and... ...pay rates for the role will be between $110,000 and...High net worthFull timeTemporary work- ...-a natural connector, a skilled closer, and a trusted consultant. Imagine not just filling positions... ...cycle while forging enduring partnerships with clients. Thanks to our competitive commission structure, your earnings will reflect the value you bring to the table....Permanent employmentRemote workFlexible hours
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Exams. Once you obtain your licenses, you will be taught the foundational skills needed... ...Collaborate with core banking and investment partners. Connect clients to the solutions we...High net worthWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$169.79k - $286.65k
...geotechnical business class lead will represent HDR... ...national and regional clients and clearly communicate... ...clients. This position will partner with HDR’s business... ...encourages organizational trust and connects us closer... ...United States‑Oklahoma‑Tulsa, United States‑Maryland...Full timeTemporary workPart time- ...work closely with ownership and clients. We offer work/life balance,... ...Tax Manager CPA - Track to Partner! - Hybrid We are Seeking an... ...and prepare complex individual, trust, estate and business tax returns... ...your authorization. Jobot will consider qualified candidates...Work at officeLocal areaFlexible hours
- ...reminiscent of Fortune 500 firms. Your role will encompass the full spectrum of recruitment, nurturing meaningful client relationships. And with some of the most... ...from initial consultation to final placement. Partner with Clients, deeply understanding their unique...Permanent employmentRemote workShift work
- ...Financial AdvisorApplylocations: Tulsa, OKtime type: Full timeposted... ...cutting-edge solutions to our clients. As a key player in the... ...Builds and maintains strong, trust-based relationships with clients... ...deliver best-in-class solutions.* Partners with internal teams, including...High net worthWork at officeLocal area
- ...opportunity employer. All qualified applicants will receive consideration for employment... ...by law. Description CARE PARTNERS,Certified CNA Double Weekend 6a-10p join... ...About the Organization We believe trusting relationships are a basic human need and...Full timePart timeWeekend work
- ...We are seeking a Commercial Roofing Estimator for our Tulsa, OK location. The Estimator will be responsible for preparing cost estimates for roofing... ...as well as submitting bids to contractors and private clients. This role involves analyzing blueprints and other documentation...For contractorsFor subcontractorWork at officeLocal area
$4,000 - $5,000 per month
...clicking ads looking for solutions. They're heads-down running their businesses. They buy from people they trust - and that's exactly that our Territory Development Partners become, someone they can trust. Omada.ai is changing the game - and we need people to help lead...Full timePart timeFor contractorsFreelanceLocal areaImmediate startRemote workShift work- ...being the true creator of your own success! Why you should partner with Goodwin: · Culture and Core Values · Collaborate and... ...oriented Please submit your resume to be considered and we will respond with more detailed information. Thank you for your interest...Remote work
$200k
...balance between autonomy and teamwork ? If this describes you, we want to partner with you! Why Partner with Infinity Business Group? This is more than a job - it is a career that will never limit you and what you can achieve. Our model empowers you to control your...Full timeLocal areaWeekend workAfternoon shift$150k - $170k
...unlock additional earnings. ? Lucrative Client Referral Bonuses – Get rewarded for... ...experience within labor & employment defense ~ Will consider plaintiff labor & employment... ...Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message...Local areaRelocationFlexible hours- ...seeking an attorney to help develop and lead our growing Private Client & Wealth Preservation practice. This is a unique opportunity for... ...what they’ve built through sophisticated estate planning, trusts, asset protection, probate, and business succession planning. You...For contractorsPrivate practice
- ...senior wealth advisor position at Mariner will lead a wealth management team to create... ...financial strategy that aligns with each client's goals and values. The successful senior... ...relationships in collaboration with strategic partners Commitment to advanced continuing...High net worth
- ...Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate... ...individual selected for this opportunity will be a part of a dynamic team of... ...learning tax laws as required. Analyze client information and offer recommendations for...High net worthFull timeWork at officeLocal area
- ...opportunity for a Tax Senior Associate with one of our prestigious clients. In this role, you’ll have the chance to advance both... ...the Life As a Tax Senior Associate, your daily responsibilities will include: Preparing tax returns for high-net-worth individuals or...High net worthFull timeWork at officeVisa sponsorshipRelocation package
- ...Advisor role at Relation Wealth Management is a highly motivated, client-focused professional with a proven track record of success in... ..., and aspirations. Relationship Builder: Skilled in developing trust-based relationships with clients and maintaining long-term partnerships...High net worth
- ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...team committed to their needs. We believe trust comes from transparency. Our trusted... ...Exams. Once you obtain your licenses, you will be taught the foundational skills needed to...High net worthTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$110k
...exposure, and build long-term wealth. Our clients include dentists, orthodontists, oral... ...The Role As a Senior Tax Advisor, you will serve as the primary tax advisor for a portfolio... .... What You’ll Do Serve as the trusted tax advisor for a portfolio of dental practice...High net worthFull timeRemote workFlexible hours
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