Wealth Management Attorney

Role Overview:As a Wealth Management Consultant, you will provide expert advisory services and relationship management to cultivate, maintain, and expand a diverse portfolio of clients, ensuring an outstanding client experience. Client Engagement:Your role will involve understanding client needs and delivering comprehensive financial advice tailored to their...

Role Overview:As a Wealth Management Consultant, you will provide advisory-based sales and relationship management to cultivate, maintain, and expand a portfolio of prospective and existing client relationships, ensuring an exceptional client experience. Client Engagement:Demonstrate a comprehensive understanding of client needs through proactive delivery of...

Role Overview:As a Wealth Management Consultant, you will provide advisory-driven sales and relationship management to cultivate, maintain, and expand a portfolio of prospective and existing client relationships, ensuring an outstanding client experience. Client Engagement:Exhibit a deep understanding and commitment to client needs through the proactive...

Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for clients. We provide a competitive compensation package along with benefits such as 401K matching, medical, dental, vision, and life insurance.Position Overview:Minimum of 2 years of experience in estate...

Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for our clientele. We provide a competitive compensation package along with comprehensive benefits, including 401K matching, health insurance, dental and vision coverage, and life insurance.Position...

Job Overview:We are in search of a dedicated and skilled Senior Wealth Management Advisor to play a pivotal role in providing holistic financial guidance to our clientele. This position will focus on the concluding phases of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect data, evaluate information,...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for clients,...

Job Summary:We are seeking a dynamic and ambitious Associate Attorney to join our expanding team at Jobot. As a forward-thinking law firm, we thrive on the challenges of the ever-evolving landscape of the legal industry. Our firm is committed to providing innovative legal solutions to our diverse clientele, ranging from individuals, startups, to...

Job Opportunity: Durham Staffing Solutions is seeking a highly skilled Litigation Associate Attorney to join our team.About the Role:Assist in the preparation and presentation of cases in state and federal courts.Conduct research and analysis to support litigation efforts.Develop and implement strategies to resolve disputes and achieve client...

Job Overview:We are in search of a driven and skilled Senior Wealth Management Consultant to play a pivotal role in providing all-encompassing financial guidance to our clientele. This position will focus on the final stages of the CFP Board's Financial Planning Process, which entails collaborating closely with clients to collect pertinent information,...

Estate Planning Attorney OpportunityJoin a distinguished midsize law firm that specializes in delivering advanced estate planning and wealth transfer solutions for clients. We provide a comprehensive compensation package, including a 401K match, health benefits, and life insurance.Position Overview:Minimum of 2 years of experience in estate planningProviding...

Position: Estate Planning AttorneyJoin a distinguished midsize law firm that specializes in delivering advanced estate planning and wealth transfer solutions tailored for our clients. We provide a comprehensive compensation package that includes a 401K match, medical, dental, vision, and life insurance benefits.Key Responsibilities:Minimum of 2 years of...

Estate Planning Attorney OpportunityJoin a distinguished midsize law firm dedicated to delivering advanced estate planning and wealth transfer solutions for our clients. We provide a competitive compensation package that includes benefits such as 401K matching, health insurance, dental and vision coverage, and life insurance.Position Overview:Minimum of 2...

Estate Planning Attorney - Legacy CreatorAt Durham Staffing Solutions, we are seeking an experienced Estate Planning Attorney to join our team of legal professionals. As an Estate Planning Attorney, you will have the opportunity to work with a diverse range of clients, providing expert guidance on estate planning, trust administration, and probate...

Job OverviewGPAC, a reputable search firm, is seeking a highly skilled Medical Malpractice Defense Attorney to join our team. The ideal candidate will possess not only legal expertise but also a strong sense of empathy and understanding for clients. This role demands a commitment to our core values and the ability to foster strong, enduring client...

Position OverviewAvantax Planning Partners is on the lookout for a Financial Planning Consultant dedicated to managing a portfolio of clients provided by our esteemed network. This role is pivotal in expanding our client base through referrals and connections with CPAs associated with Avantax Planning Partners. Collaborating closely with a Financial Service...

Position OverviewAvantax Planning Partners is in search of a Financial Planning Consultant to manage a designated portfolio of clients. This role involves expanding the client base through referrals and leads from affiliated CPAs. The Financial Planning Consultant will collaborate with a Financial Service Assistant (FSA) to streamline operations, enabling a...

Company Overview:Holmes Murphy stands as one of the largest privately owned insurance brokerages in the United States. Our mission revolves around promoting health, safeguarding wealth, and ensuring peace of mind for our clients. We take pride in fostering a workplace where employees are passionate about their roles and the team they work with.Position...

Legal Assistant Wanted for Expanding Law FirmThis Jobot Job is hosted by: Alex GanzAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $60,000 - $80,000 per yearA bit about us:We are a thriving regional multi-location law firm dedicated to serving Business Leaders, CEOs, Business Owners, Entrepreneurs, Industry...

Legal Assistant Specialist Needed for Expanding Law FirmAbout Us:We are a thriving regional law firm dedicated to serving Business Leaders, CEOs, Entrepreneurs, and individuals navigating complex legal matters. Our firm is currently seeking a skilled Legal Assistant Specialist to enhance our team.Why Work With Us?We offer a collaborative environment where...