Wealth Management Attorney Jobs

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

Part-time Instructor, Wealth Management Duties: Responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to students. Creates ..

Director, Legal Services and Estate Administration The candidate will be responsible for a variety of duties and tasks relative to contracts, legal correspondence, corporate records and compliance, human resources, and trust ..

Senior Associate, Alternative Investments The candidate will support Tax Managers and Partners in the day-to-day management of client portfolio. Take responsibility for overall engagement planning and job administration. Keep management informed ..

Job OverviewA law firm seeks an Associate Attorney in Denver, CO. The ideal candidate will have three to five years of experience in estate planning and probate & trust administration. This ..

Job Overview: A law firm in Denver, CO, seeks a highly qualified and experienced Senior Attorney to join its Private Client Services practice area. The successful candidate will play a crucial ..

Senior Banking and Finance Associate The candidate should have 5 years of experience. General commercial finance experience is required, including commercial real estate lending, asset-based lending, dealer finance, and sponsor/acquisition finance. ..

Job OverviewA law firm seeks a mid-level associate to join its Private Wealth Group in Denver, CO. The role involves complex drafting, research, tax analysis, project management, client interaction, and preparation ..

Regional Wealth Strategist | Private Client Duties: Working in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients. Serving as the ..

Trust Specialist II The candidate will administer trust accounts, estates, investment agency, and IRA accounts in accordance with legal documents, provisions of state law and appropriate policies and procedures. Service and ..

Part time Instructor, Wealth Management Responsibilities: Creates an outstanding learning environment for each student. Keeps class on task. Serves as an industry expert while keeping the focus on the education content ..

Estate Planner The candidate will create relationships with Financial Advisors and discuss their most important and complex client estate planning situations. Will participate directly in client conference calls and meetings. On ..

We are seeking an experienced Estate and Trust Administration Attorney to join our team in Denver, CO. The ideal candidate will have in-depth knowledge of estate and trust administration, a passion ..

PWM Wealth Planner Duties: The candidate provides PWM clients with the opportunity to obtain objective, comprehensive and needs based advice for building and preserving wealth and transferring to future generations. Provides ..

Trust and Estate Planning Attorney Responsibilities: Competent in drafting and implementing estate planning documents, including wills, trusts and related documents. Advise on trust and estate administration, including competency in tax compliance ..

Job OverviewA law firm seeks a mid-level banking associate to join its US banking and loan finance team in Denver. The team represents lenders, private equity sponsors, and companies in various ..

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well ..

Tax Manager - Wealth Management The candidate will manage the ... advisory team to optimize the wealth management goals of the client/family. Manage ... Involvement in estate planning and wealth..

Investment Management Associate - Junior to Mid-Level The candidate should have 1+ years of experience in investment management transactional work, including in private fund formation, and some familiarity with the Investment ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

Asset and Wealth Management Tax Manager Duties: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage ..

A law firm located in Denver, CO, is seeking a dedicated Probate, Wills, Trusts, and Estates Attorney with a solid foundation in Colorado law. This role is ideal for self-motivated professionals ..

Job Overview: A well-established law firm is seeking an experienced Trust and Estates Attorney to join its team in Denver. This role offers an exciting opportunity for candidates with a solid ..