Current jobs related to Wealth Management Attorney - Baltimore, Maryland - Jobot

  • Estate Planning Attorney

    4 weeks ago

    Baltimore, Maryland, United States Jobot Full time

    Estate Planning Attorney OpportunityWe are seeking a seasoned Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for drafting, reviewing, and advising on estate planning documents, including wills, trusts, powers of attorney, and health care directives.Key Responsibilities:Drafting and reviewing estate...

  • Estate Planning Attorney

    6 days ago

    Baltimore, Maryland, United States Jobot Full time

    Estate Planning Attorney OpportunityJobot is seeking a highly skilled Estate Planning Attorney to join our team of legal professionals. The ideal candidate will have a strong background in handling high net worth trusts and estates.Key Responsibilities:Drafting, reviewing, and advising on estate planning documents, including wills, trusts, powers of...

  • Estate Planning Attorney

    4 weeks ago

    Baltimore, Maryland, United States Jobot Full time

    Job OpportunityWe are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As a seasoned attorney with a strong background in high net worth trusts and estates, you will have the opportunity to contribute your unique talents and skills to our firm's growing estate planning practice.Key ResponsibilitiesDrafting, reviewing, and advising...

  • Estate Planning Attorney

    3 weeks ago

    Baltimore, Maryland, United States Jobot Full time

    Estate Planning Attorney OpportunityWe are seeking a highly skilled Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for drafting, reviewing, and advising on estate planning documents, providing comprehensive legal advice to high net worth individuals and families, and representing clients in probate...

  • Senior Wealth Management Advisor

    4 weeks ago

    Baltimore, Maryland, United States M&T Bank Full time

    Job Summary:As a Senior Wealth Advisor at M&T Bank, you will be responsible for managing a book of client relationships and coordinating activities of the relationship team. Your primary focus will be on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.Key Responsibilities:•...

  • Senior Financial Advisor

    2 weeks ago

    Baltimore, Maryland, United States Farther LLC Full time

    Senior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools to support you.You will...

  • Senior Project Manager

    4 weeks ago

    Baltimore, Maryland, United States Alderson Loop Full time

    Senior Project Manager - US Intermediaries Wealth StrategyAlderson Loop is seeking a seasoned Senior Project Manager to lead the US Intermediaries Wealth Strategy change portfolio. The ideal candidate will have significant experience in financial services, particularly in managing change projects in sales and marketing environments.Key Responsibilities:Lead...

  • Senior Project Manager

    4 weeks ago

    Baltimore, Maryland, United States Alderson Loop Full time

    Senior Project Manager - US Intermediaries Wealth StrategyAlderson Loop is seeking a seasoned Senior Project Manager to lead the US Intermediaries Wealth Strategy change portfolio. The ideal candidate will have significant experience in the financial services industry, particularly in managing change projects within sales and marketing environments.Key...

  • Tax Manager for Private Wealth Services

    1 month ago

    Baltimore, Maryland, United States Grant Thornton Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our Private Wealth Services team. As a key member of our team, you will be responsible for conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for our high net worth, closely held business, and family business...

  • Senior Real Estate Finance Attorney

    2 weeks ago

    Baltimore, Maryland, United States Management Business Solutions Full time

    Senior Attorney - Commercial Real Estate FinanceGallin Associates is seeking a highly skilled senior attorney with extensive experience in commercial real estate finance, including lender and borrower side transactions. The ideal candidate will have a strong background in leverage transactions, preferred equity, and joint ventures.Key Responsibilities:Advise...

  • Trial Attorney

    2 weeks ago

    Baltimore, Maryland, United States Bighorn Law Full time

    Job Title: Trial AttorneyWe are seeking a highly skilled and experienced Trial Attorney to join our team at Bighorn Law. As a Trial Attorney, you will be responsible for handling personal injury cases from start to finish, including collecting evidence, drafting litigation paperwork, and trying cases in court.Responsibilities:Collecting and analyzing...

  • Litigation Attorney

    2 weeks ago

    Baltimore, Maryland, United States WGK Personal Injury Lawyers Full time

    About WGK Personal Injury LawyersWe are a reputable personal injury law firm in Baltimore, MD, dedicated to providing exceptional legal representation to our clients. Our team of experienced attorneys is committed to helping individuals who have been injured due to the negligence of others.Job Title: Litigation AttorneyWe are seeking a skilled Litigation...

  • Senior Litigation Attorney

    2 weeks ago

    Baltimore, Maryland, United States TBG | The Bachrach Group Full time

    A prominent law firm with over 40 years of experience representing survivors of catastrophic and traumatic events is seeking a Managing Attorney for their Baltimore office.Position OverviewWe are seeking a mid-level to senior attorney to join our team in advocating for justice for survivors of sexual abuse. The ideal Litigation Attorney will be responsible...

  • Personal Injury Attorney

    1 month ago

    Baltimore, Maryland, United States Jobot Full time

    {"title": "Personal Injury Attorney Opportunity", "subtitle": "Join a boutique firm as an associate attorney and support the managing partners growing caseload.", "content": "We are seeking a highly skilled and motivated associate attorney to join our team and support the managing partners growing caseload. As a personal injury attorney, you will handle all...

  • Senior Medical Attorney

    5 days ago

    Baltimore, Maryland, United States GORDON FEINBLATT LLC Full time

    About the Role:GORDON FEINBLATT LLC is seeking a Senior Medical Attorney to lead our family law team. As a seasoned attorney with at least 8 years of experience, you will manage a diverse array of cases, including marital property issues, custody disputes, divorce, separation, mediation, and spousal and child support.Key Responsibilities:Manage a caseload of...

  • Attorney Support Specialist

    2 weeks ago

    Baltimore, Maryland, United States Hogan Lovells Full time

    Job Title: Attorney AssistantWe are seeking a highly motivated and organized individual to join our team as an Attorney Assistant. In this role, you will provide administrative support to our attorneys, ensuring the smooth operation of our office.Key Responsibilities:Provide administrative support to attorneys, including calendar management, travel...

  • Experienced Attorney

    2 weeks ago

    Baltimore, Maryland, United States State of Maryland Full time

    Job Title: Experienced AttorneyIntroductionThe Maryland Office of the Public Defender (MOPD) is seeking highly skilled and dedicated attorneys to join our team as Assistant Public Defenders in our Baltimore area offices. As a member of our team, you will have the opportunity to work with a diverse group of individuals and make a meaningful impact in the...

  • Patent Attorney or Senior Patent Attorney

    2 weeks ago

    Baltimore, Maryland, United States University of Maryland, Baltimore Full time

    Job Title:Patent Attorney or Senior Patent AttorneyJob Summary:The University of Maryland, Baltimore is seeking a highly skilled Patent Attorney or Senior Patent Attorney to join its Office of Research and Development's Technology Transfer department. The successful candidate will be responsible for conducting patentability analysis, overseeing the...

  • Senior Litigation Attorney

    2 weeks ago

    Baltimore, Maryland, United States Wegman Partners Full time

    We are seeking a skilled Senior Litigation Attorney to join our team at Wegman Partners. The ideal candidate will have 2 to 7 years of experience in civil litigation and a strong desire to handle a litigation docket. Discovery, Case Management, and Deposition experience are highly preferred.The successful candidate will have the opportunity to work on...

  • Corporate Attorney Leader

    2 weeks ago

    Baltimore, Maryland, United States Jobot Full time

    Senior Corporate Attorney OpportunityWe are seeking a seasoned Senior Corporate Attorney to join our legal department. This role requires a professional with substantial experience in handling complex corporate legal matters.Key Responsibilities:Provide expert legal advice to management on corporate matters.Draft, negotiate, and review complex commercial...

Wealth Management Attorney

2 months ago

Baltimore, Maryland, United States Jobot Full time
Join Our Team as an Estate Planning Attorney

Jobot is looking for a skilled and passionate Estate Planning Attorney to enhance our legal team. The successful candidate will demonstrate a strong commitment to providing exceptional legal guidance in the realms of estate planning and trust management. If you have a desire to work closely with clients to develop thorough estate strategies, we encourage you to consider this opportunity.

Key Responsibilities:
  • Engage with clients to assess their estate planning requirements and goals.
  • Prepare and evaluate a variety of estate planning instruments, including wills, trusts, powers of attorney, and health care directives.
  • Provide knowledgeable legal counsel on estate planning issues, including tax implications, asset safeguarding, and philanthropic contributions.
  • Support trust administration activities, such as asset allocation, financial reporting, and conflict resolution.
  • Advocate for clients in probate matters and maintain ongoing communication with relevant legal authorities.
Qualifications:
  • Juris Doctor (J.D.) from an accredited institution.
  • Admission to the Maryland Bar.
  • A minimum of 3 years of practice in estate planning, with a focus on trusts and estates.
  • Comprehensive understanding of federal and state tax regulations pertaining to estate planning.
  • Excellent interpersonal abilities and a talent for conveying complex legal information effectively.