Estate & Wealth Planning Associate — Draft Wills & Trusts
BCG Attorney Search
BCG Attorney Search is seeking a Wealth, Trust & Estate Planning Associate for its Charlotte, NC office. The ideal candidate will possess two to four years of relevant experience, particularly in drafting wills and trusts while having a strong understanding of federal estate and gift taxes. This role involves drafting legal documents, advising clients on estate matters, and engaging in estate administration. BCG Attorney Search offers competitive benefits including health insurance, a pension plan, and parental leave. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Estate & Wealth Planning Associate — Draft Wills & Trusts in Charlotte, NC vacancy
- Job Overview: A law firm seeks a Wealth, Trust & Estate Planning Associate for its Charlotte, NC office. The ideal candidate will have two to four years of experience in trusts and estates, including drafting wills and trusts, with required knowledge of federal estate and...SuggestedTemporary workWork at officeRelocationFlexible hours
- ...Financial Partners in Charlotte, NC is seeking an Associate Wealth Advisor to collaborate with a planning-centric team. The role involves managing client relationships... ..., creating personalized financial plans, and drafting investment strategies. Candidates should have a...Suggested
Focus Financial Partners Inc.
Charlotte, NC3 days ago $114.08k - $218.03k
...exceptional service and trusted advice. We seek to be... ...this senior role, you will: Provide strategic leadership... ...and communicating our plan. Build relationships... ...by the organization. Draft project proposals,... ...teammates. Ensures risks associated with business...SuggestedWork experience placementInternshipH1bWork at officeRemote workRelocation packageFlexible hoursUSAA
Charlotte, NC1 day ago- ...individual to develop and maintain relationships with Corporate Trust clients. The ideal candidate will manage client relationships, ensuring quality service... ...a comprehensive benefits package including healthcare, retirement plans, and paid vacation. #J-18808-Ljbffr U.S. BankSuggested
$150k - $350k
...serve clients and manage comprehensive wealth plans. Candidates should possess a CFP® designation... ...of experience in financial services and estate planning. This role combines deep client... ...to establish Brighton Jones as a trusted financial advisor. The position offers a...SuggestedRemote jobFlexible hours- ...Law PLLC in Charlotte, NC, is seeking an Associate Attorney with 1-5 years of experience... ...direct client interaction while focusing on estate planning and administration. The ideal candidate... ...-focused, and eager to grow into a trusted advisor role within a supportive...Full timeWork at office
- ...responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. Key responsibilities include building...Work experience placementLocal areaShift workDay shift
$74.3k - $90k
...Advice Group. The role involves preparing high-quality financial plans and assisting wealth management teams in addressing client needs through direct support via email and phone. The ideal candidate will have a university degree and at least 2 years of experience, along...- Teachers Insurance and Annuity Association of America in Charlotte, North Carolina, seeks a Wealth Planning Strategies professional to partner with high-net worth clients. This role involves understanding financial objectives, developing tailored strategies, and delivering...
- ...across multiple channels. This role involves drafting executive materials, managing media... ...optimize communication. The ideal candidate will have a Bachelor’s degree and 8+ years of... ...including health insurance, PTO, and a 401(k) plan with a company match. #J-18808-Ljbffr...
$80k - $120k
WTW is seeking a Retirement Plan Compliance Analyst in Charlotte, NC. This role demands expertise in drafting and amending pension plan documents, ensuring compliance with... ...managing multiple projects. The ideal candidate will have a Bachelor's degree in English or legal...- ...their needs, and providing ethical services. Responsibilities include developing marketing plans, securing appointments, and fostering community relationships. The ideal candidate will have a High School Diploma (Bachelor's preferred), strong interpersonal skills, and a...
- ...industry, ideally with automotive dealers. You will be expected to expand the client list... ...monthly goals. Unlike other compensation plans, there isn't a ceiling; the only thing... ...relationships. Must be comfortable acting as a trusted advisor to clients from the initial point...Remote work
Dealer eProcess
Charlotte, NC3 days ago $66.3k - $88.4k
...Production Planner/Scheduler is responsible for planning and scheduling the plant functions for... ...–F assignment, however, employee must be willing to work alternate schedules occasionally;... ...beard net. Key Competencies Integrity & Trust Action Oriented Lives the Core Values The...Local areaNight shiftWeekend workEarly shiftGraphic Packaging International Spain SA
Pineville, NC2 days ago$70k - $100k
A wealth management firm in Charlotte, NC, is seeking a Planning Associate to support financial planning efforts and enhance client service. The role involves preparing extensive financial plans, conducting analyses, and coordinating implementation. Candidates should have...Remote job- ...generation programs that drive measurable business outcomes. You will work directly with executive stakeholders, facilitate discovery... ...a fast‑paced agency environment What Success Looks Like Clients trust you as a strategic thought partner Creative and performance teams...Work at officeLocal area
Crafted Agency
Charlotte, NC4 days ago - ...is responsible for leading the strategy, planning, execution, and evaluation of high-impact... ...for all assigned programs. Serve as a trusted advisor to internal partners, guiding them... ...employer. All qualified applicants will receive consideration for employment without...Contract workLocal areaWorldwide
Dentsply Sirona
Charlotte, NC3 days ago - ...employer‑based benefits like retirement planning so employers can help their people plan for... ...'s retirement plan and workplace to wealth solutions to prospective clients, highlighting... ...learning and development programs. You will receive reimbursement of job‑related expenses...Work at officeLocal area
$90k - $110k
...deliverables. In this role, you will gain experience creating high-... ...Work directly with Associate Director to ensure internal and... ...goal attainment Build client trust and relationships that create... ...experience. Medical, dental, vision plans, disability, and life insurance...Remote jobWork at officeHome office- Position Overview As Business Experience and Planning Associate Senior in PNC's Technology & Operational Risk Management organization, you will be based in Pittsburgh, PA or Charlotte, NC. You will support senior executives, handle day‑to‑day executive functions, and participate...Temporary work
- ...merchandising Support 3-year and annual plans using data-driven insights Turn Insights... ...and solutions for Family Dollar Act as a Trusted Retail Advisor: provide objective, data-... ...Accommodation Needed” in the subject line. This will ensure that your email is routed to the...Local area
- 慨正橡扯 is looking for a Technology Risk Advisor in Charlotte, NC. In this role, you will provide independent risk oversight and serve as a trusted advisor, influencing software development and managing top risks. You'll partner with various teams to ensure robust risk controls...
$95.5k - $177.3k
Job Description: At Pentair, you will work alongside passionate problem-solvers who are... ...portfolio. The manager will strategically plan and execute events end to end-ensuring exceptional... ...navigate complex organizations, earning trust and advocacy among cross-functional...Full timeContract workWork at officeMonday to FridayPentair Management Company
Charlotte, NC5 days ago- ...Business Experience And Planning Associate Senior At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...s Technology & Operational Risk Management organization, you will be based in Pittsburgh, PA or Charlotte, NC. Successful...Full timeTemporary workPart timeWork experience placement
$116.2k - $229.1k
...Workforce & Change team, you will be responsible for: Supporting... ...analytics, workforce planning, and workforce and talent strategy... ...technologiesto drive trust, adaptability, and performance... ...applicable geographic differential associated with the location at which the...Work at officeVisa sponsorship- ...facilitation skills, excellent organizational, planning, interpersonal, written, and oral... ...level of professionalism, integrity and trust at all times. Ability to travel as necessary... ...licenses preferred but not required; must be willing to obtain a license within 60 days of...Temporary workWork at officeLocal area
$98.61k - $167.64k
...Transportation Line of Business specializes in addressing complex planning, policy, and program issues at the nexus of transportation and... ...goals. For more information, please read our?EEO ( policy. We will consider for employment qualified applicants with arrest and...Full timeContract workWork experience placementSummer workWork at officeLocal areaRemote workFlexible hoursICF
Charlotte, NC3 days ago- ...Perkins&Will NC is seeking a talented and enthusiastic Medical Planner to join a highly collaborative and dynamic Healthcare team... ...The ideal individual will have 5+ years of experience in medical planning and a self-starter with strong project architect skills....Contract workWork at office
Perkins and Will
Charlotte, NC5 days ago - ...offering remains best-in-class in an evolving insurance landscape. You will bring deep carrier-side expertise to challenge conventional... ..., engineering, and client stakeholders while serving as a trusted advisor both internally and externally. This role is remote within...Remote workWorldwide
$73.29k - $87.95k
...are excited to hire a Principal Planner to join their team in the Planning and Development Department! The purpose of this position is to... ...candidates have been received. All communication to candidates will come from the hiring committee via email. Projected Hiring Range...Local areaNight shiftWeekend workGovernmentJobs.com
Charlotte, NC1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate & Wealth Planning Associate — Draft Wills & Trusts. Be the first to apply!
Related searches
- commercial real estate specialist Charlotte, NC
- real estate salesperson Charlotte, NC
- estate agent Charlotte, NC
- commercial real estate broker Charlotte, NC
- commercial title examiner Charlotte, NC
- property management specialist Charlotte, NC
- real estate agent Charlotte, NC
- apartment locator Charlotte, NC
- title examiner remote Charlotte, NC
- title examiner Charlotte, NC