Legal Advisor for Estate Planning

Estate Planning Attorney at JobotAbout 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 benefitsKey Responsibilities: Deliver...

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...

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...

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:...

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...

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,...

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....

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...

Envestnet is on the lookout for a dedicated and skilled Operations Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of reshaping the delivery of financial advice and wellness. At Envestnet, we are committed to empowering advisors and financial service providers through innovative technology and...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are redefining the delivery of financial advice and wellness. Our goal is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial wellness...

Envestnet is in search of a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of revolutionizing the delivery of financial advice and wellness. At Envestnet, we strive to empower financial advisors and service providers with cutting-edge technology, solutions, and insights...

Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are revolutionizing the delivery of financial advice and wellness. Our mission is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial...

Position Overview:The Yodlee Reporting team is seeking a Client Service Associate to deliver technical assistance for the Yodlee Reporting product. This role is vital in maintaining exceptional customer satisfaction by providing comprehensive technical support and training on our offerings, characterized by a consultative approach and a strong commitment to...

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....

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...

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...

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...

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...

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...

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...

DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Victory Law Office is seeking motivated and detail-oriented individuals to join our team as Legal Assistants/Paralegals. We are a fast-paced legal practice with a commitment to providing exceptional client service. This role offers the opportunity to gain valuable experience in a dynamic legal environment. Responsibilities Provide administrative support...

About Victory Law OfficeWe are a fast-paced law firm seeking a highly skilled and organized Paralegal/Legal Clerk to join our team. As a Paralegal/Legal Clerk, you will play a critical role in supporting our attorneys and ensuring the smooth operation of our office.ResponsibilitiesClient Communication: Handle phone calls and respond to client inquiries in a...

Position Overview:Are you passionate about making a positive impact in the lives of others? At Alexandra Lozano Immigration Law, we are committed to serving the Latino immigrant community through dedicated advocacy and innovative legal solutions. We invite you to explore this opportunity to contribute to our mission.Daily Responsibilities of a Case...

Job OverviewVictory Law Office is seeking a dedicated and detail-oriented paralegal/legal clerk to join our dynamic team.Positions Available: 2Language Requirement: Fluency in Spanish is essential.Key Skills: Excellent communication abilities and multitasking proficiency.Core Responsibilities:Managing incoming phone inquiries.Coordinating schedules and...

Description Envestnet is seeking a passionate and talented Financial Analyst II to join our Finance team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and...

Description Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

Description Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

Description Envestnet is seeking a passionate and talented Senior Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

Description Envestnet is seeking a passionate and talented Portfolio Specialist to join our Platform Operations team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

As a Senior Credit Officer with the Equipment Finance Group, you provide Credit Support Services for equipment finance business lines and assists in the on-going management of credit risk. You perform credit analysis on small to middle ticket credit applications, analyze financial statements and credit reports. Prepares formal credit memos and presents...

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...

Job Description:As a Senior Credit Officer with the Equipment Finance Group, you provide Credit Support Services for equipment finance business lines and assists in the on-going management of credit risk. You perform credit analysis on small to middle ticket credit applications, analyze financial statements and credit reports. Prepares formal credit memos...