Wealth Management Attorney Jobs in Milwaukee

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..

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 ..

Instructor, Certified Financial Planning The candidate wil be responsible for all aspects of CFP© education course delivery. Will serve as subject matter experts and student advocates while delivering exceptional classroom experiences ..

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 ..

Tax 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 ..

Foley & Lardner LLP is seeking an associate with 4-7 years of experience to join the Estates & Trusts Practice Group. Foley’s Estates & Trusts attorneys provide the full range of ..

Asset and Wealth Management Tax - Senior Manager Duties: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and ..

Wealth Trust Advisor-2 The candidate serves ... to meet all of client’s wealth planning, estate planning and wealth transfer needs. Develops new and ... Develops new and expands current wealth..

Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..

Job OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of ..

Foley & Lardner LLP is seeking an associate with 4-7 years of experience to join the Estates & Trusts Practice Group. Foley’s Estates & Trusts attorneys provide the full range of ..

Tax Senior Manager - 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 ..

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 - 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 ..

Job Overview: A law firm is seeking an experienced Estate Planning Attorney in Milwaukee, Wisconsin, to handle sophisticated estate and wealth planning matters. This hybrid role involves advising individuals, families, and ..

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 ..

Data Technologist Tax Senior - Multistate Duties: Identifying opportunities to improve operational efficiencies and streamline workflows through the application of emerging technologies and implementing those ideas. Contributing to innovation efforts within ..

Associate Counsel - Wealth Management The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and ..

Tax Manager or Director The candidate will manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by using a range of tools (including ..

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

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. ..

Senior Counsel, Fiduciary Administration The candidate provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO's US Wealth ..