Estate Planning Financial Consultant

Job OverviewWe are seeking a skilled Estate Planning Financial Consultant to join our team at Stevens Foster Financial Advisors.This role involves providing comprehensive estate planning services to high net worth clients, ensuring their financial goals and objectives are met. As an Estate Planning Financial Consultant, you will develop trusting...

Stevens Foster Financial Advisors is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country.Estimated Salary:$80,000+We provide fully integrated financial and tax planning to high net worth and corporate clients.The ideal candidate will develop a trusting relationship with our clients, understand and...

Estate Planning Professional OpportunityWe are seeking a skilled estate planning professional to join our team at Stevens Foster Financial Advisors.As an Estate Planning Professional, you will work closely with clients to design effective options to meet their financial goals and objectives.About Us:Stevens Foster Financial Advisors is a top-ranked...

Job SummaryWe are seeking an experienced Estate Planning Strategist Director to join our team at Oxford Financial Group, Ltd.About the Role:The successful candidate will provide strategic leadership and oversight of daily operations to ensure the overall success of our Family Office Services Technical team.Key Responsibilities:Lead and mentor a team of...

About Synectics: We are a dynamic estate planning law firm based in Southwest Minneapolis. Our team is comprised of passionate and motivated individuals who share a common goal of providing exceptional client service while helping clients achieve their objectives.Responsibilities:Create comprehensive estate plans for clients, including wills, trusts, powers...

Company Overview">We are a dynamic Minnesota based firm seeking an experienced Permanent Estate Planning Attorney to join our team. As a seasoned professional with a strong background in trust administration and estate planning, you will be responsible for providing comprehensive legal advice and support to our clients on a wide range of estate planning...

Job OverviewThe Adams & Martin Group is seeking a highly skilled Estate Planning Attorney to join our team. This role involves providing legal guidance and representation on all matters relating to trusts, estates, and wealth management.Key Responsibilities:Estate Planning: Draft and review wills, revocable and irrevocable trusts, powers of attorney,...

Messersi Kramer P.A. is a top-20 law firm in Minnesota, offering a wide range of services through three divisions: Banking and Finance, Business Litigation, Corporate and Estate Planning, Commercial Real Estate and Family Law.We are seeking an experienced Estate Planning Attorney to join our Corporate Estate Planning group in downtown Minneapolis. The ideal...

Messerli Kramer is a leading law firm in Minnesota, serving individuals and businesses through three unique divisions. Our Corporate and Estate Planning group is seeking an experienced Estate Planning Attorney to join our downtown Minneapolis office.We are looking for an attorney with a minimum of 7 years of estate planning experience, who can lead...

Our FirmWe are a reputable estate planning law firm based in Southwest Minneapolis, committed to delivering exceptional client experiences.Estate Planning Attorney RoleWe are seeking a highly skilled estate planning attorney to join our team. The ideal candidate will have a strong background in estate planning, excellent communication skills, and a passion...

About the RoleThe Real Estate Consultant position is an exciting opportunity to work with a dynamic team that is committed to making homeownership a reality for low- to moderate-income individuals and families.Key ResponsibilitiesAnalyze client needs and develop personalized solutions to help them achieve homeownershipCollaborate with colleagues to identify...

Job OverviewWe are seeking a highly skilled Estate Planning and Taxation Professional to join our team at Adams & Martin Group.Compensation PackageThe estimated salary for this position is $80,000 per year, commensurate with experience.ResponsibilitiesPrepare complex Federal and State fiduciary income tax returns, including individual and partnership tax...

**About Our Practice:**Talon Performance Group Inc is a boutique transactional practice that offers high-end, complex work with a variety of interesting clients. Our team shares work with each other to support the expertise within the group, resulting in collaborative and effective problem-solving.We are currently seeking a skilled Trust and Estates lawyer...

Company OverviewWe are a reputable estate planning law firm based in Southwest Minneapolis, committed to delivering exceptional client experiences.Salary and BenefitsThe salary for this position is $100,000 per year, with additional bonuses available. Our firm also offers a range of benefits, including paid time off (PTO), 401(k), and a fun, collaborative...

Probate and Estate Law Position OverviewWe are seeking a skilled Paralegal to support our Estate Planning team in drafting legal documents, conducting research, and managing client relationships. As a member of the Stone Arch Law Office team, you will have the opportunity to contribute to crafting clear, effective estate plans that benefit our clients. Key...

Job DescriptionAs an Estate Planning and Trusts Specialist, you will play a key role in our Private Client practice in Minneapolis. Your responsibilities will include estate planning, transfer tax planning, trust and estate administration, and probate proceedings.You will work closely with clients to understand their unique needs and develop tailored...

About Garry Executive SearchGarry Executive Search is a renowned recruitment firm dedicated to providing exceptional services to wealth management firms.We are proud to represent a well-established Registered Investment Advisory (RIA) firm that delivers outstanding financial wealth management services to high-net-worth clients.This forward-thinking firm is...

Company OverviewWe are a highly reputable law firm dedicated to delivering exceptional services in estate planning and wealth preservation. Our team is comprised of experienced professionals who share a passion for helping clients achieve their financial goals.About the RoleThis Permanent Estate Planning Attorney position offers the opportunity to work with...

Larson Financial Group, LLC is seeking a seasoned professional to fill the position of Financial Planning Specialist in the Minneapolis area. This role is ideal for an individual with exceptional client-facing skills and experience in financial planning.The successful candidate will be responsible for preparing and conducting client meetings, gathering data...

Wealth Management Opportunity:As a Wealth Strategies Advisor at Disability Solutions, you'll be responsible for developing comprehensive wealth management strategies for our high- or ultra-high net worth clients and prospects. This role offers a unique blend of financial planning, wealth transfer, and estate planning expertise, allowing you to make a...