Senior Wealth & Estate Planning Counsel
TWM Executive Search
TWM Executive Search in New York seeks a Wealth Strategist/Trust Counsel to advise HNW/UHNW clients on estate planning and wealth transfer, collaborating with client teams and external advisors. The ideal candidate holds a JD and has 10+ years of trust administration and wealth planning experience gained in a law firm or professional environment, with proven leadership in complex trusts and client matters. #J-18808-Ljbffr TWM Executive Search
- ...Templeton Investments is seeking a Trust Counsel to join our team in New York. This role... ...involve collaborating with clients on estate planning, providing trust administration... ...with at least 10 years of experience in wealth planning and trust administration. Strong...Senior
- Join Gpac as a Trust and Estate Attorney in New York, NY. We seek a candidate with a minimum of 3 years of experience in trusts and estates, including estate planning and probate administration. The ideal applicant will have an active Bar membership and a thoughtful approach...Senior
- Lateral Link is seeking a talented Trusts & Estates Attorney for a leading New York City law firm. This role involves working with high-net-worth clients to provide sophisticated estate planning, tax strategies, and trust administration. The ideal candidate will have a...Senior
- MRINetwork is seeking a seasoned Trust Counsel in New York to serve as the expert for high-net-worth clients. In this role, you will provide guidance on estate planning, trust administration, and tax strategies while collaborating with relationship managers and advisors...Suggested
- ...service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of related experience. The position...Senior
$200k - $250k
The Canadian Imperial Bank of Commerce is seeking a Senior Wealth Strategist to collaborate with Relationship Managers and high-net... .... This role involves developing comprehensive wealth plans, including estate and tax planning, and requires a minimum of 10 years of estate...Senior- ...Description Prosperity is a leading wealth management company dedicated... ...providing objective financial planning services and investment advice... ...: Investment, Retirement, Estate, Tax, Business, and Insurance.... ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our...SeniorWork at officeLocal areaRemote work
- Morgan Stanley Wealth Management seeks a senior attorney to support its investment advisory business. You will handle legal analysis of fiduciary standards, trading issues, best execution, and client agreements, interfacing with investment staff and clients. The role involves...Senior
- ...in New York is seeking a Principal for its Global Funds Legal team. This role involves providing legal advice on fund raising for wealth-focused funds, including fund formation and governance. The ideal candidate has at least 7 years of experience in fund formation with...Senior
$245k - $265k
...Kering is seeking an experiencedSeniorReal Estate Counsel to support its U.S. and Canadian... ...forward. Job Description KERING Senior Real Estate Counsel Job Family: Legal... ...department, Brand management, Finance, Store Planning, Procurement, Insurance, Lease...SeniorFull timeContract workTemporary workFor contractorsFor subcontractorWork at officeFlexible hours$250k - $300k
...to join our Tax, Trusts and Estates Practice Group as Of Counsel. This is an excellent opportunity for a senior-level attorney with deep experience... ...clients on complex estate planning strategies, including the... ...planning and family wealth transfer strategies. Provide...- BCG Attorney Search seeks a Trust and Estates Attorney in New York. The ideal candidate will have a JD degree, with 3-5 years of experience... ...drafting skills. Responsibilities include drafting estate planning documents and guiding clients through processes. The firm offers...
- Role, Inc. is seeking a skilled Estate Planning Attorney to join their Legal team in New York. The ideal candidate will have five years of experience in estate planning, conducting consultations, and drafting documents while maintaining strong client relationships. A great...Flexible hours
- The-Misch-Group is seeking an experienced Private Client Attorney based in New York, NY, to provide estate planning and trust administration services to high net-worth clients. The ideal candidate will manage a portable book valued at ten million dollars or more, demonstrating...Senior
$250k - $300k
Sills Cummis & Gross PC in New York is seeking an experienced attorney to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment...Senior$150k - $200k
...are expanding our Complex Trial Teams and seeking accomplished Senior Counsel ready to make an impact in the courtroom and beyond. An... ...property damage, and professional liability. Case Strategy and Planning: Develop and execute case strategies, including risk assessment...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours$365k - $425k
...SENIOR ASSOCIATE OR COUNSEL ATTORNEY – REAL ESTATE Location: New York, NY Hybrid Our client, a prominent international AmLaw 50 law firm, is seeking an experienced... ...leave; childcare support; retirement and savings plans; generous paid time off; wellness programs; robust...SeniorWork at office$150k - $200k
...are expanding our Complex Trial Teams and seeking accomplished Senior Counsel ready to make an impact in the courtroom and beyond. If you... ...damage, and professional liability Case Strategy and Planning: Develop and execute case strategies, including risk assessment...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$225k - $250k
...Founded in 2008, Hightower is a wealth management firm that provides... ..., financial and retirement planning services to individuals, foundations... ...by delivering specialized estate and financial planning, tax, trust... ...Director, you will serve as a senior subject matter expert and...Permanent employmentPrivate practiceWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Premie law firm for over 30 Years seeks a qualified Estate Administration Attorney to handle Estate Planning, Litigation, Administration, and Guardianship.... ...related estate planning documents. Manages a client s wealth transfer, handles probate and disputes, and protects...Monday to Friday
- TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will...Senior
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA...Senior
- A leading financial services company is seeking a Senior Product Associate to enhance products in Wealth Management. This role involves product development, user research, and collaboration across teams to innovate and improve offerings. Ideal candidates will have at least...Senior
- Disciplinary Investigator, Office of Senior Field Counsel, OGC - 26517 Level: L2 Division/Office: Office of the General Counsel Posting End... ...correction administration, criminal justice administration and planning, forensic science, and security, or in a major operational...SeniorFull timeWork experience placementWork at office
$365k - $425k
Senior Associate or Counsel Attorney - Real Estate Location: New York, NY (Hybrid) Our client, a prominent international AmLaw 50 law firm, is seeking an experienced... ...leave; childcare support; retirement and savings plans; generous paid time off; wellness programs; robust...SeniorWork at office- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... ...new client opportunities Deliver holistic financial planning Support training initiatives and help scale best practices across...SeniorWork at office
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in New York, NY. This role requires a seasoned professional to integrate financial planning expertise, manage client relationships, and ensure compliance with regulations. Candidates should possess...Senior- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office
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