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
- Westport One is seeking an experienced Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals... ..., and outside counsel to provide sophisticated estate planning, wealth transfer strategies, trust administration guidance, and advanced...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
- ...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
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorWork at office
- Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and...Senior
$250k - $300k
...join their 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...Senior- Job Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...sophisticated lifetime and testamentary planning strategies. Supervise research and...SeniorPrivate practiceFlexible hoursShift work
$350k
...Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates... ...lifetime and testamentary planning strategies, and being directly active...SeniorPrivate practiceWork at officeFlexible hoursShift work- Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100... ...regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis,...Senior
$250k
...growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and... ...worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and...SeniorWork at office$170k - $210k
...lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron... ...high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a...SeniorPermanent employmentWork at officeLocal area$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,00... ...a nationally recognized independent wealth management and advisory firm serving... ...include investment management, financial planning, tax advisory, estate planning, and family office services....SeniorPermanent employmentWork at officeLocal areaFlexible hours$245k - $265k
SummaryKering is seeking an experienced Senior Real Estate Counsel to support its U.S. and Canadian business while providing regional legal support... ...Real Estate department, Brand management, Finance, Store Planning, Procurement, Insurance, Lease Administration, and other...SeniorContract workTemporary workFor contractorsFor subcontractorWork at officeFlexible hours- ...BCG Attorney Search seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate... ...closely-held business owners, developing planning strategies, and supervising junior attorneys...SeniorPrivate practice
- ...Team You’ll Work With The Office of the Chief Counsel to the Mayor and City Hall provides legal and strategic guidance to the Mayor and senior policymakers in City Hall on a broad range of matters, including policy, planning, litigation, legislation, compliance, ethics,...SeniorFull timeContract workPrivate practiceWork at office
$170k - $308k
...Job Description: J ob Title Senior Counsel, Bank Regulatory Legal Corporate Title Director... ...one another Comprehensive benefit plans, including health and wellbeing benefits... ...Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including...SeniorFull timeWork at officeWork from home$211.28k - $316.92k
...- $316,920.00Category: Legal, ProfessionalCompany: CitiThe Senior Lead Counsel is a position responsible for serving as strategic business... ...functional partners (e.g., Risk, Compliance) by participating in planning and development initiatives; contribute to business...SeniorFull time$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... ...property damage, and professional liability Case Strategy and Planning: Develop and execute case strategies, including risk...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$420k
...NEED TO FILL NOW!!!SENIOR ASSOCIATE OR COUNSEL ATTORNEY – REAL ESTATELocation: New York, NYHYBRIDOur client... ...Associate or Counsel to join its Real Estate practice in New York. This role is... ...childcare support, retirement and savings plans; generous paid time off, wellness...SeniorWork at office- Jobot in New York seeks a Senior Attorney specializing in trusts and estates to lead complex planning, drafting, and administration for high-net-worth clients. The role requires a JD from an accredited law school, at least four years in trust and estates, and New York bar...Senior
$204k - $325k
...realize their greatest potential. Title and Summary Senior Counsel WHO IS MASTERCARD? Mastercard is a global technology... ...mile. • Solutions-oriented with excellent time management, planning and organizational skills. • Able to work flexibly under...SeniorFull timePart timeWorldwideFlexible hours$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- ...Chambers US, a full-service law firm, seeks an experienced attorney to join its Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate...Senior
- A leading investment firm is seeking a Principal for its Global Funds Legal team. This role involves providing legal advice on fund development and operations, drafting partnership agreements, and ensuring compliance with regulatory standards. Ideal candidates will have...Senior
$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$133.37k - $156.9k
...DescriptionU.S. Bank is seeking an attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S.... ...“we guide our clients to remarkable results with expert legal counsel and ethical leadership.” Our commitment is evident in the work...SeniorFull timeLocal area3 days per week$365k - $425k
...Relocation Assistance: Available NEED TO FILL NOW!!! SENIOR ASSOCIATE OR COUNSEL ATTORNEY – REAL ESTATE Location: New York, NY HYBRID Our client, a prominent... ...parental leave, childcare support, retirement and savings plans; generous paid time off, wellness programs, robust...SeniorWork at officeRelocation package$80 - $90 per hour
Senior Claims Counsel - Professional Liability (BH-399015) Location New York, United States Sector Legal Salary $80.00 to $90.00 per hour Job... ...and security experts and consultants. Oversee projects and planning surrounding departmental initiatives to achieve strategic...SeniorHourly payContract work
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