Senior Estate Planning Lawyer

1 week ago


Berwyn, Pennsylvania, United States Jobot Full time

Estate Planning Attorney at Jobot

About the company:
A distinguished firm specializing in investment strategies, financial consultancy, business succession planning, and estate law.

Benefits:

  • 401K with company match
  • Comprehensive dental coverage
  • Health insurance options
  • Paid time off for work-life balance
  • Vision care benefits

Key Responsibilities:

  • Deliver specialized legal counsel on estate planning issues
  • Prepare, assess, and modify estate planning documents
  • Support clients in strategies for wealth preservation
  • Oversee probate and trust management activities
  • Keep updated on relevant tax and estate planning regulations
  • Foster strong relationships with clients
  • Collaborate with the legal team on estate planning initiatives

Required Qualifications:

  • Juris Doctor degree from an accredited institution
  • At least 2 years of experience in estate planning law
  • Proficiency in Tax Law


If you possess a strong legal foundation and a passion for estate planning, we invite you to consider this opportunity.



  • Berwyn, Pennsylvania, United States Jobot Full time

    Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished investment firm dedicated to providing comprehensive financial solutions, including estate planning, business succession, and investment advisory services.Benefits: 401K 401K Match Dental insurance Health insurance Paid time off Vision insuranceKey Responsibilities: Deliver expert...


  • Berwyn, Pennsylvania, United States Jobot Full time

    Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished firm specializing in wealth management, providing tailored financial advisory services, business succession planning, and comprehensive estate planning solutions.Benefits: 401K 401K Match Dental coverage Health benefits Paid leave Vision coverageKey Responsibilities: Deliver expert...

  • Estate Law Consultant

    2 weeks ago


    Berwyn, Pennsylvania, United States Jobot Full time

    Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished firm focusing on investment strategies, financial guidance, business succession planning, and estate law services.Benefits: 401K 401K Match Comprehensive dental coverage Health insurance options Generous paid time off Vision care benefitsResponsibilities: Deliver specialized legal...


  • Berwyn, Pennsylvania, United States Jobot Full time

    Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished firm focused on investment strategies, financial consulting, business succession planning, and estate law services.Benefits: 401K with company match Comprehensive dental coverage Health insurance options Paid time off for work-life balance Vision care plansKey Responsibilities:...


  • Berwyn, Pennsylvania, United States WSFS Bank Full time

    About the RoleThe Senior Wealth and Trust Advisor is a key position within WSFS Bank, responsible for maintaining strong relationships with clients and delivering exceptional wealth management services. This role requires a deep understanding of fiduciary standards, tax and estate planning concepts, and financial markets.Key ResponsibilitiesClient...


  • Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job Overview At WSFS Bank, we are dedicated to fostering the professional growth of our Associates, guiding our clients towards securing their financial futures, and actively contributing to our Communities' prosperity. Our careers offer a culture that is both inclusive and supportive, competitive compensation, opportunities for advancement, and much more....


  • Berwyn, Pennsylvania, United States Jobot Full time

    Estate Planning Attorney at JobotAbout the company:Jobot is a distinguished firm focused on investment strategies, financial guidance, business succession planning, and estate law.Benefits: 401K 401K Match Dental coverage Health benefits Paid leave Vision coverageKey Responsibilities: Deliver specialized legal counsel on estate planning issues Create,...


  • Berwyn, Pennsylvania, United States Accesso Services Full time

    About Us: Accesso Services is a dedicated property management firm, overseeing a diverse range of commercial real estate assets. Our focus is on implementing effective management strategies that enhance the long-term value of our clients' properties through asset stabilization, tenant retention initiatives, and efficient planning of tenant improvements....


  • Berwyn, Pennsylvania, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Operations Manager to join our team at State Street Corporation. As a key member of our Front Office Services team, you will be responsible for overseeing the day-to-day operations of the team, ensuring the delivery of high-quality services to our clients.Key ResponsibilitiesDevelop and...


  • Berwyn, Pennsylvania, United States AscellaHealth Full time

    Job OverviewAscellaHealth is in search of a highly experienced and driven Integrated Marketing Manager to enhance our innovative marketing team. This senior-level role is essential for steering cross-departmental strategies and fostering collaboration with IT and Business Development teams to elevate our digital footprint and refine marketing tactics.Key...


  • Berwyn, Pennsylvania, United States AscellaHealth Full time

    Position OverviewAscellaHealth is in search of a seasoned and driven Integrated Marketing Manager to enhance our vibrant marketing division. This pivotal role will be essential in steering cross-departmental strategies and fostering collaboration with IT and Business Development teams to elevate our digital footprint and refine marketing tactics.Key...


  • Berwyn, Pennsylvania, United States WSFS Bank Full time

    Job OverviewAt WSFS Bank, we are dedicated to empowering our Associates to advance their careers, assist our clients in securing their financial futures, and actively support our Communities to thrive.Why Work with Us?Careers at WSFS Bank offer a welcoming and supportive environment, competitive compensation, opportunities for advancement, and more. We take...


  • Berwyn, Pennsylvania, United States Pennsylvania Medicine Full time

    About Pennsylvania MedicinePenn Medicine is committed to our tripartite mission of delivering exceptional patient care, pioneering innovative research, and nurturing the next generation of leaders in the medical field. Joining this prestigious academic medical center means collaborating with top-tier clinical, technical, and business professionals across...


  • Berwyn, Pennsylvania, United States Accesso Services Full time

    About Accesso ServicesWe are a solutions-oriented property management firm, overseeing a diverse portfolio of commercial real estate properties.Our mission is to implement effective management strategies that enhance the long-term value of our clients' assets through a focus on stability, tenant retention, efficient planning of improvements, and a careful...


  • Berwyn, Pennsylvania, United States World Insurance Associates LLC Full time

    About World Insurance Associates LLCWorld Insurance is recognized as one of the most rapidly expanding insurance brokerage firms in the United States, providing premier products and services from leading providers, complemented by dedicated support from local agents.Since our inception, we have grown to over 2,200 employees across more than 260 offices...


  • Berwyn, Pennsylvania, United States Envestnet Full time

    About the RoleWe are seeking an experienced and hands-on Senior Software Development Architect to join our Technology team at Envestnet. This position is expected to report to our Technology team.Job SummaryWe are looking for a skilled and innovative Senior Software Development Architect who can provide technical guidance to development teams. Our team takes...


  • Berwyn, Pennsylvania, United States State Street Corporation Full time

    Position OverviewThe Alpha Account Services Associate 2 will play a crucial role in supporting and overseeing the operational processing of various client transition requests.This role requires daily interaction with the client's front office personnel, serving as the primary contact for all New Account Launches, Closures, Custody Conversions, Account...


  • Berwyn, Pennsylvania, United States TE connectivity Full time

    About the RoleWe are seeking a highly experienced Senior Manager to lead our Product Management team at TE Connectivity. As a key member of our leadership team, you will be responsible for driving the development and execution of our product strategy, ensuring alignment with our business objectives and growth plans.Key ResponsibilitiesProduct Strategy and...


  • Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Berwyn, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more We are the region's locally...

  • Senior HCM Reporting

    2 weeks ago


    Berwyn, United States Workday Full time

    Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people...


  • Berwyn, United States State Street Full time

    Who we are looking forResponsible for Middle Office operations. Will need to manage high risk processes that span international markets. Focus will mainly be around middle office trade management, derivatives and asset valuations. Ideal candidate has varied experience across middle office functions.Why this role is important to usThe team you will be joining...


  • Berwyn, Illinois, United States State Street Full time

    Who we are looking forResponsible for Middle Office operations. Will need to manage high risk processes that span international markets. Focus will mainly be around middle office trade management, derivatives and asset valuations. Ideal candidate has varied experience across middle office functions.Why this role is important to usThe team you will be joining...


  • Berwyn, United States AscellaHealth Full time

    Job DescriptionJob DescriptionWhat we are looking forAscellaHealth is seeking a highly skilled and motivated Integrated Marketing Manager to join our dynamic marketing team. This senior-level position will be crucial in driving cross-functional strategy and collaboration with IT and Business Development teams to enhance our digital presence and optimize...


  • Berwyn, United States AscellaHealth Full time

    Job DescriptionJob DescriptionWhat we are looking forAscellaHealth is seeking a highly skilled and motivated Integrated Marketing Manager to join our dynamic marketing team. This senior-level position will be crucial in driving cross-functional strategy and collaboration with IT and Business Development teams to enhance our digital presence and optimize...


  • Berwyn, Illinois, United States State Street Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Product Manager - Cash Services. As a key member of our product development team, you will be responsible for driving the development and delivery of innovative cash management solutions that meet the evolving needs of our clients.Key...


  • Berwyn, United States State Street Full time

    Who we are looking for In this role, you will work with State Street teams from around the globe to support premier investment management clients. You will have immediate responsibility to oversee all day-to-day transactional responsibilities in a fast-paced, flexible, and exciting environment. Why this role is important to us You will be the first line of...

  • Sr. Manager, FP&A

    4 weeks ago


    Berwyn, United States Playfly LLC Full time

    Job DescriptionJob DescriptionSr Manager, FP&A (OPEN TO PHILLY, LA, OR NY)HybridThe Senior Manager of FP&A will be responsible for overseeing and driving the financial planning, analysis, and reporting functions across the organization. This role requires a strategic and experienced professional who can lead complex financial processes, deliver insightful...


  • Berwyn, United States State Street Full time

    Who we are looking forThe Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...


  • Berwyn, United States State Street Corporation Full time

    Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...


  • Berwyn, United States State Street Corporation Full time

    Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, business operations teams, and IT to ensure accurate end-to-end oversight of Front office and Middle Office Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...


  • Berwyn, United States nTech Workforce Full time

    Terms of EmploymentW2 Contract, 24 Months This position is onsite in Berwyn, PA. OverviewOur client is seeking three (3) Underground and Aerial Distribution Construction Managers to join their team. The Distribution Construction Manager plays a pivotal role in ensuring the successful execution of construction projects within our organization. This role...


  • Berwyn, United States nTech Workforce Full time

    Terms of EmploymentW2 Contract, 24 Months This position is onsite in Berwyn, PA. OverviewOur client is seeking three (3) Underground and Aerial Distribution Construction Managers to join their team. The Distribution Construction Manager plays a pivotal role in ensuring the successful execution of construction projects within our organization. This role...


  • Berwyn, Illinois, United States ChenMed Full time

    About ChenMedChenMed is a rapidly expanding healthcare organization dedicated to transforming the lives of seniors and improving America's healthcare system. As a family-owned and physician-led company, we prioritize the well-being of our patients and team members alike.Our MissionWe aim to rescue more seniors from inadequate healthcare by providing...

  • Business Architect

    1 week ago


    Berwyn, United States 7N Full time

    Looking for the prefect mix of a Business Architect / Analyst + Scrum Master + People LeadershipSomeone that understands Scrum & Agile Methodologies, while having a Deep Functional ability.Ability to document at a high level, create processes and direct traffic.Business Architecture ability for a company that is rapidly gone from a start up to an evolving...

  • Business Architect

    1 week ago


    Berwyn, United States 7N Full time

    Looking for the prefect mix of a Business Architect / Analyst + Scrum Master + People LeadershipSomeone that understands Scrum & Agile Methodologies, while having a Deep Functional ability.Ability to document at a high level, create processes and direct traffic.Business Architecture ability for a company that is rapidly gone from a start up to an evolving...


  • Berwyn, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America.  With a billion dollar investment...