Trusts & Estates Attorney — Wealth Planning for HNW Clients
$140k - $160kAscendion
Ascendion, a boutique law firm in Jacksonville, is seeking a Trust & Estate Attorney to manage sophisticated estate planning and wealth management matters. The ideal candidate will have over 2 years of experience, strong communication, and analytical skills, and an active Florida Bar admission. This role offers competitive pay between $140,000 and $160,000 annually, working in a collaborative environment with high-net-worth clients to develop tailored estate planning strategies. #J-18808-Ljbffr Ascendion
$140k - $160k
...established boutique law firm is seeking a Trust & Estate Attorney to join its growing team. This role... ...to work on sophisticated estate planning and wealth management matters, advising high-... ...and estate work in a collaborative, client-focused environment. Key Responsibilities...High net worth- ...Serve a sophisticated client base including affluent... ...on developing advanced wealth transfer and tax strategies... ...and executing bespoke estate strategies for a... ...Develop and execute various trust agreements. Architect... ...Qualified Small Business Stock plans. Counsel founders on...SuggestedFull time
$100k - $150k
...If you have experience in estate planning, you may be an excellent addition... .... As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. To ensure... ...strategy, asset protection, wealth protection, wealth transfer,...SuggestedFull timeWork at office- ...Description The Opportunity: Estate Planning Attorney Email resumes to: Hayley... ...@capstonesp.com Our client, a highly respected and nationally... ...to join its sophisticated Trusts & Estates practice. This is... ...planning, tax structuring, and wealth preservation strategies....High net worth
- ...in Jacksonville, FL to develop and execute estate strategies for a sophisticated client base that includes affluent families and business... ...least five years of experience in estate planning, demonstrating proficiency in complex trust drafting and strategic advisory. This...SuggestedFull time
$135k - $165k
...established law firm is seeking an experienced Estate Planning & Administration Attorney to join its Jacksonville, FL office. This... ...will focus on estate planning, probate, trust administration, and advising clients on wealth preservation strategies. The ideal candidate...Work at office$135k - $165k
Ascendion is looking for an experienced Estate Planning & Administration Attorney to join their Jacksonville, FL office. The role... ...focusing on estate planning, probate, and trust administration while advising clients on wealth preservation strategies. The ideal candidate...Work at office- If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will... ...the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities Work as a team with...
- A leading financial services firm in Jacksonville is seeking support staff for Private Client Advisors. This role involves assisting with operational requests, building client relationships, conducting account reviews, and managing compliance requirements. Successful candidates...
- A leading financial services firm in Jacksonville is seeking a Private Client Investment Associate. In this role, you will support Advisors in managing client relationships and operational tasks. Required qualifications include a valid Series 7 license and the ability...
$76k - $125.3k
...technically demanding tax planning and compliance... ...for a wide range of clients and colleagues. This... ...you to develop into a trusted advisor role to client... ...Agent or a licensed Attorney is required Minimum... ...thorough understanding of estate and wealth planning Experience...High net worthWork experience placementSummer holidayLocal areaFlexible hours- ...worth and ultra-high net worth wealth clients. Responsible for developing... ...sound personal financial planning and financial advisory concepts... ..., planning, investment, trust and fiduciary services, and... ...Certified Public Accountants (CPA), attorneys, civic associations and...High net worthFull timePart timeWork at officeLocal area
$130k - $175k
...law firm in Jacksonville, Florida, is seeking experienced Estate Planning Attorneys. Candidates must possess a Juris Doctor, be an active member... ...should have deep knowledge of estate planning, probate, and trust administration, along with the ability to manage a portable...$130k - $175k
...accomplished AV-rated law firm with multiple offices, and we employ some of the best Trust and Estate Attorneys in Florida. In addition, we also have expertise in tax law, business and asset planning, as well as guardianship matters. Experience and Skills Juris Doctor (J.D.)...$60k - $90k
A dynamic wealth management firm in Jacksonville, FL, is seeking an Associate Financial Advisor to assist high-net-worth clients with strategic financial planning. The ideal candidate will have a Bachelor’s degree or be nearing completion, along with knowledge of investments...High net worthFull time- Job Description Merrill Wealth Management is a leading provider of... ...wealth management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue... ...committed to their needs. We believe trust comes from transparency. Our trusted...Seasonal workWork at officeWork from homeShift workDay shift
- ...for high net worth individuals. You will collaborate with various specialists to deliver tailored solutions while developing into a trusted advisor. A Bachelor's degree in Accounting and CPA progression are required, along with a minimum of three years' experience. This...High net worthFlexible hours
- ...Client Advocate The Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development... ...program level. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability...Temporary workWork at officeLocal areaFlexible hours
- ...Client Advocate The Client Advocate is responsible for providing strategic relationship management and consultative services to our... ...to deliver on the client experience. Provide strategic planning and consulting advice to clients; monitors insurance and risk management...Contract workTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- ...Description Job Description Client Advocate Locations :... ...using our Black Diamond Wealth Platform™ solution. Like what... ...and continue to learn Build trust and transparency with your clients... ...health, dental, 401k plan, tuition and professional development...Ongoing contractWork experience placementCasual workRemote work
$60k - $90k
...Financial Advisor, Private Wealth Management (CFP Track / In Progress) Our client, a dynamic and growth‑... ...advanced financial planning solutions to high‑net‑worth... ...Integrate investment, estate, insurance, tax, and... ...external professionals (CPAs, attorneys, investment managers)...High net worthFull timeImmediate startRelocation packageMonday to Friday- ...services. JALA seeks a full-time attorney for its Intake Unit in our... ..., consumer, family law, estate planning, and/or employment law. This... ...interviewing and counseling clients as well as litigating cases... ..., our lawyers and staff are trusted as professionals - we have adopted...Full timeWork at officeLocal areaImmediate startRemote workRelocation package
$130.9k - $196.4k
...too. The Practice Innovation Attorney (Litigation) will serve as a... ...efficiency, and support exceptional client service. The Practice... ...Knowledge teams to enhance matter planning and delivery. Legal... ...facing our clients and act as trusted business advisors to deliver...- ...experience in complex commercial real estate transactions. Associates are... ...directly with partners and clients. Responsibilities... ...trends. Collaborate with other attorneys, paralegals, and real estate... ..., sports litigation, and trusts and estates. We represent clients...Full time
- ...A leading risk management firm is seeking a High Net Worth PCS Account Manager for its Private Client Solutions team, based remotely or in Jacksonville, FL. The role involves managing insurance accounts, maintaining relationships with brokers, and ensuring competitive...High net worthRemote work
$72.5k
...JALA seeks a full-time attorney for its Intake Unit in our downtown... ..., consumer, family law, estate planning, and/or employment law. This... ...interviewing and counseling clients as well as litigating cases... ..., our lawyers and staff are trusted as professionals - we have adopted...Full timeWork at officeLocal areaImmediate startRemote workRelocation package- ...capable and committed litigation attorney with experience in commercial litigation and probate/trust litigation. Candidates who have... ...primary point of contact with clients. This is a full-time, on-... ...Medical Insurance • Retirement Plan with company match • Parental...Full timeWork at officeRelocation package
$77.5k
...seeks an experienced family law attorney for its Veteran Services Unit... ...identify additional needs of clients in various other areas of law... ..., our lawyers and staff are trusted as professionals - we have... ...support staff Assist in the planning of and participation in...Full timeWork at officeLocal areaImmediate startRemote workRelocation package$110k - $140k
...% REMOTE TAX MANAGER (REVIEW, PLANNING, ADVISORY ONLY) Let’s be honest... ...with: Heavy compliance Client meetings stacked back-to-back... ...complex business tax returns and HNW/UHNW individual returns for... ...performance Values autonomy, trust, and clarity of expectations...High net worthRemote work- ...responsible for delivering comprehensive, client-focused financial planning and wealth management services. This role serves as a trusted advisor to clients, providing holistic... ...guidance across investments, retirement, tax, estate, and risk management. The ideal candidate...High net worth
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