Wealth Management Attorney Jobs in Georgia

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 ..

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 ..

Senior Wealth Strategist Duties: The candidate serves ... candidate serves as the primary Wealth Planning expert and resource for ... disciplines and collaboratively developing a Wealth Strategy to propose. Remains..

Counsel, Retail Wealth Management Duties: Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility. Directs and enhances organizational initiatives by ..

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 ..

Senior Estate Planning Attorney The candidate will draft estate planning documents including wills, trusts, powers of attorney, and advanced directives for healthcare. Advise clients regarding retirement plans, charitable giving, and tax ..

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 ..

Assistant Attorney The candidate will primary duties ... teams supervised by a senior attorney that consults with junior attorneys ... of case strategy and case management plans. Thorough communications with..

Wealth Strategist Senior Duties: Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters ..

Wealth Management Advisor II The candidate serves ... to articulate and achieve their wealth goals. Creates teams of highly ... highly credentialed specialists to provide wealth planning, investments, private banking,..

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 ..

Private Wealth Services Tax Senior Associate Duties: Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and ..

Compliance Director – Trust and Wealth The candidate will be developing ... units or compliance functions and management of other managers. Identifying and ... industry experience, including extensive compliance/risk management..

Job OverviewA law firm seeks a knowledgeable and experienced Probate Attorney in Gainesville, GA. The ideal candidate will possess a strong background in probate law and estate planning, with exceptional analytical ..

Wealth and Estate Planning Strategist The ... estate planning and the Private Wealth Management process. Complex diagnostic and review ... presentation in conjunction with the wealth and field teams. Directly..

Tax Services Staff - Financial Services Organization - Wealth and Asset Management 1 The candidate will participate in tax compliance and advisory work for clients. Work with Seniors through Partners on ..

Wealth Management Share Plan Attorney The candidate will work with cross-functional teams to review, draft, and negotiate a variety of commercial agreements, including technology, financial reporting, brokerage, licensing, consulting, confidentiality, and ..

Tax Services Manager - Financial Services Organization - Wealth and Asset Management 1 The candidate will be responsible for managing and coordinating tax compliance and advisory work for clients. Work on ..

Private Wealth Management Trust Advisor Duties: Performs perpetual ... in the trust and investment management industry to ensure prudent administration ... ensure prudent administration and investment management. Partners with Trust..

Marietta Office of a BCG Attorney Search Top Ranked Law Firm seeks a senior estate planning attorney with 5 years of estate planning experience. The candidate will draft estate planning documents, ..

Wealth Management - Private Bank - Private ... building, preserving and managing their wealth. Will use knowledge of investments, ... sheet, including asset allocation, investment management, wealth planning, credit and..

SVP Global Wealth Regulatory Engagement Senior Officer – ... limited to, the Firms Global Wealth business (e.g., Firms Private Bank, ... establish and sustain strong project management disciplines and routines..