Banking Finance Attorney Jobs in Naples

Wealth Management - Private Bank - Private Banker The candidate will be responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit ..

Private Bank - Private Banker, Associate The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an ..

Senior Fiduciary Strategist The candidate retains and deepens profitable client relationships within assigned revenue base while actively producing new revenue to achieve both team and individual production goals. Leads the delivery ..

Tax Manager Duties: The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely ..

Trust & Estates Paralegal The candidate' must have an experienced Trust and Estates Paralegal who is looking to join a team that appreciates your expertise? Must have a deep understanding of ..

Senior Trust Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets . Work with Private Bank Team to identify fiduciary opportunities and solutions. ..

WM Senior Trust Officer 2 The candidate will responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as ..

Tax Manager The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and ..

Seasonal Tax Accountant Duties: Responsible for performing a detail review of tax returns that are routed to the HBK Review Pool. The types of returns: 1040, 1041, 1065, 1120, 1120S, 709, ..

Tax Manager - Tax Advisory Group (TAG) The candidate will train and develop fellow HBK team members in their areas of expertise. Will identify and Implement Planning Opportunities. Tax Advisory Group ..

Director of Financial Planning The candidate will provide training and marketing content through presentations, published writing and webinars. Enhance the quality and consistency of planning advice and deliverables provided to clients, ..

Tax Manager - Cannabis Solutions Group Duties: Interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a ..

Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..

Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..