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Remote Estate Planning Attorney, Up to $300k
access_time Posted yesterday
account_balance Above the Bar
location_on Dallas
Our client, a top-flight boutique law firm seeks an experienced estate planning attorney to join its team. The firm emphasizes work/life balance, offering flexible hybrid and fully remote work ...
Paralegal - Estate Planning/Trusts
access_time Posted 11 days ago
account_balance Career Resource Services
location_on Dallas
Coordinating distribution of assets (including in-kind transfers or following liquidation) as directed in estate planning documents * Assisting General Counsel and Associate General Counsels with ...
Estate Planning Paralegal
access_time Posted 2 months ago
account_balance Haynes and Boone, LLP
location_on Dallas
We are seeking an Estate Planning Paralegal. At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional ...
Client Advisory Team Director
access_time Posted 8 days ago
account_balance Tolleson Wealth Management
location_on Dallas
Estate planning * Tax planning * Debt management * Insurance * Work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive ...
Trust & Estates Attorney= Newport Beach, CA
access_time Posted 2 months ago
account_balance Stealth Recruiting Services
location_on Dallas
Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives. Asset Protection: Advise clients on preserving and safeguarding assets while minimizing tax ...
Wealth Strategist Wholesaler
access_time Posted 3 days ago
account_balance Talent Forte
location_on Dallas
Bring a deep understanding of portfolio management, HNW investment solutions, and estate planning strategies. They will use this understanding to guide advisors and clients toward solutions that meet ...
Wealth Manager
access_time Posted 2 days ago
account_balance Recruiting Pains
location_on Dallas
... planning, estate planning, tax optimization, and risk management. * Conduct in-depth financial ... Certified Financial Planner (CFP) designation preferred . * Series 7 and Series 66 (or Series 63 ...
Entry -Level Financial Advisor
access_time Posted 15 days ago
account_balance Lemnis Capital
location_on Dallas
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If ...
Director, Family Office Services
access_time Posted 16 hours ago
account_balance International Search Consultants
location_on Dallas
Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents. * Manage and administer ...
Chief Fiduciary Officer
access_time Posted 6 days ago
account_balance Sunflower Bank NA
location_on Dallas
... estate planning issues. MUST HAVE: Bachelor's degree in business, finance, legal, or other related field preferred MUST HAVE: A JD/LLM with 20 years of related work experience. MUST HAVE : 15+ years ...
Financial Advisor: Annuities, Insurance, -No Prospecting-No Paper Chasing
access_time Posted 8 days ago
account_balance United Placement Group
location_on Plano
What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset
Managing Associate
access_time Posted 2 days ago
account_balance Spectrum Financial Group
location_on Dallas
A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs * Strategic alliance programs that can help you grow your practice through ...
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