Estate Planning & Trusts Associate
BCG Attorney Search
BCG Attorney Search seeks a Trusts and Estates Associate in our Raleigh regional office. The ideal candidate will bring two to six years of experience in sophisticated estate planning and estate/trust administration. The role emphasizes drafting estate planning documents, administering complex estates, and preparing federal estate and gift tax returns, within a collaborative team environment. Excellent written and verbal communication skills and outstanding academic credentials are required. #J-18808-Ljbffr BCG Attorney Search
$90k
McIntyre Elder Law is seeking an NC-licensed associate attorney to focus on estate planning, elder law, probate, and litigation. The role offers a $90,000 base salary paid weekly with performance compensation and clear upside to $100,000 base as revenue targets are met...SuggestedWeekly pay- ...Job Title Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with...SuggestedWork experience placementWork at office
$75k - $125k
Overview CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective... ...: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently...SuggestedTemporary workWork at officeLocal areaFlexible hours- Truist Wealth is seeking a senior wealth planner to manage and prepare financial and estate plans for high net worth clients, typically with $5MM+ in assets under management. You will leverage internal resources and work with Wealth Advisors to deliver analyses, recommendations...Suggested
- Manage and prepare financial and estate plans for High Net Worth clients, typically with $5MM+ in assets under management at Truist Leverage internal and external resources and centers of influence with Wealth Advisors to provide subject matter expertise Review financial...SuggestedWork experience placementWork at office
- Truist Wealth is seeking a Senior Financial Planner to manage and deliver high-net-worth wealth and estate planning services. You will collaborate with Wealth Advisors, source COIs, and drive comprehensive analyses and actionable recommendations for clients and prospects...
- ...Raleigh, NC, Summit Design and Engineering Services, Inc. is a trusted partner to municipalities, state agencies, and private clients throughout... ...Environmental Assessments (EAs), Categorical Exclusions (CEs), plans and technical studies primarily for transportation projects, but...Work at officeLocal areaFlexible hoursNight shift
- ...forward. We design and deliver migration solutions that build trust in modern systems, strengthen data confidence, and accelerate transformation... ...while mentoring delivery teams.* Guide project teams in planning, estimation, risk management, issue resolution, and quality...Temporary workLocal area
- ...transformational initiatives, engage closely with stakeholders, and grow as trusted technology leaders within Infosys’ global delivery ecosystem.Job... ...(Accident, Critical Illness , Hospital Indemnity, Legal)401(k) plan and contributions dependent on salary levelPaid holidays plus...Full timeTemporary workRelocation
$98k - $110k
...including Slalom’s cost estimates, staffing plans, team structure and project timeline*... ...new products and services to life. We are trusted by leaders across the Global 1000, many successful... ...targeted base salary pay range for an Associate Consultant in Silicon Valley and San...Temporary workLocal area- ...McDonnell, is seeking experienced Transmission Planning Consultants to support our growing... ...Planning Consultants serve as trusted technical advisors, applying advanced engineering... ...risk assessments that evaluate impacts associated with rules implemented by regulatory agencies...Contract workWork at office
$140k - $160k
...Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior... ...financial planning concepts with a focus on Estate Planning, Business Planning & Tax... ...business succession planning, estate planning, trust administration, life insurance, and qualified...Full timeWork at officeRemote work$20k - $70k
...flights, accommodations, and vacation packages tailored to their preferences. Provide personalized travel recommendations using our trusted supplier network. Stay informed on industry trends, promotions, and exclusive deals to offer clients the best options. Utilize...Remote jobFull timePart timeFlexible hours- ...point of contact for your portfolio of Base Pod clients, building trust and championing their performance. Create meeting agendas and... ...Collaborate with other departments to develop client improvement plans and retention strategies. Maintain organized, accurate documentation...Full timeWork from homeFlexible hours
- CAPTRUST is seeking a Wealth Planning Senior Associate who will work closely with our wealth advisory teams to deliver client wealth management solutions and support our centralized financial planning model. Responsibilities include preparing client financial plans, training...
- ...inception to execution, continuously evaluating performance and making adjustments to maximize results. In this role, you will serve as a trusted advisor to clients, clearly communicating the impact of our efforts and ensuring alignment with their business objectives....
- ...privately-owned wealth management firm is seeking a dedicated Financial Planner to ensure smooth operations, assist with financial planning, and deliver exceptional client experiences. The ideal candidate has a Bachelor's degree in a related field, 3-7 years of...
- ...alike. Key Responsibilities Design family-friendly itineraries for resorts, cruises, and theme parks Match each family’s needs with trusted travel partners Provide personalized support from first quote to welcome-home message You Bring Warm, patient communication...Worldwide
- ...complex enterprise web experiences for associations, nonprofits, foundations, universities,... ...healthcare, finance, hospitality, and real estate. Together, we operate as one... ...believe the best work happens when people are trusted to take ownership, supported in their growth...Visa sponsorshipWork visaFlexible hours
- ...impactful change. Guided by our core values—agility, expertise, and trust—we foster a collaborative and forward-thinking work environment... .... ResponsibilitiesThe Planner Estimator is responsible for planning and estimating highly complex structural, electrical, and...Contract workFor contractorsFor subcontractor
$21 - $23 per hour
...sense of humor are traits we value and exhibit. We have built a community of professionals that place a high emphasis on integrity, trust, and a collaborative environment where understanding each other plays a significant role in positively impacting company culture. We...Hourly payFull timeTemporary workWork at officeFlexible hoursShift work- ...division of Burns & McDonnell, is seeking experienced Transmission Planning Consultants to support our growing nationwide consulting... ...evolving energy landscape. Transmission Planning Consultants serve as trusted technical advisors, applying advanced engineering and...
- ...services S/he will closely align with our core and solution account teams to seed and develop strategic opportunities. S/he will build trusted relationships with customer and partner executives, partner with sales leaders, and be a significant contributor to the revenue...Work at officeLocal areaImmediate startRemote workFlexible hoursShift work
$130.24k - $189.5k
...focus on the Payer market including Health Plans, Managed Care Organizations, and... ...high‐impact initiatives and serves as a trusted advisor to Product, Engineering, Sales,... ...practices reflect the value we place on our associates’ unique contributions and support their...Temporary workFor contractorsWork experience placementLocal area- ...Capital, headquartered in Chicago, is seeking a Wealth Management Associate to support the Wealth Management team in servicing high net worth clients. You will assist in administrative and financial planning tasks while collaborating with Wealth Advisors to build client...
- 1898 & Co. is seeking experienced Transmission Planning Consultants in Raleigh, NC, to support our nationwide consulting practice. Candidates... ...about power system analysis and grid reliability. As trusted technical advisors, consultants will evaluate grid performance...
- Responsibilities Provides support and assistance for implementation and coordination of planning efforts for line of business initiatives. Absorbs critical administrative workload (calendar, meetings, communications, reporting), enabling leaders to focus on risk oversight...
$100k - $187k
...package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-... ...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology,...Summer holidayLocal areaFlexible hours$106.25k - $125k
...Planner/Scheduler will support our clients by developing strategic plans and integrated schedules aligned with project goals and... ...efficient manner possible Interface with project stakeholders as a trusted advisor to provide guidance and recommendations for the project...Minimum wageFlexible hours$68k - $72k
...requisition id: R6200We are a fast-paced business with ambitious growth plans; so if you are dedicated, enthusiastic and always seeking ways... ...enjoy a career with us!Ontic is a leading global aerospace OEM trusted by the world’s aviation leaders. Ontic’s Creedmoor, NC, site is...Flexible hours
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