Wealth Management Attorney Jobs in Raleigh

Adjunct Professor - Trust and Wealth Management Adjunct Professor will teach in a traditional classroom setting at the University Law School campus in the following course: TRUST 710 Application of Fiduciary ..

Adjunct Professor - Wealth Management Sales (Graduate Level) The candidate ... the Master of Trust and Wealth Management program: TRST 745: Wealth Management Sales. This course will be ... level..

Adjunct Professor - Advanced Retirement Planning (Graduate Level) Duties: Teach the following course in the Master of Trust and Wealth Management program: TRST 750: Advanced Retirement Planning. This course will be ..

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 ..

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 ..

Assistant Director of Donor Services The candidate will focus on gift agreements, naming opportunities and gift acceptance, who enjoys working in a fast-paced and innovative team environment. Manage the gift agreement ..

Job OverviewA law firm seeks an experienced business transactional attorney to join its Durham, NC office. The firm is expanding its strategic practice areas and is looking for attorneys with a ..

Job OverviewA forward-thinking estate planning and probate law firm based in Cary, North Carolina is seeking an Estate Planning Associate Attorney to join its growing legal team. This hybrid role offers ..

Tax Senior Associate, Alternative Investments - Partnerships The candidate will support Tax Managers and Partners in the day-to-day management of client portfolios. Will take responsibility for overall engagement planning and job ..

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 ..

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 ..

Estate & Trust Administration Legal Assistant / Project Manager / Paralegal The candidate will create, organize, and maintain files for Estate and Trust Administration matters according to the Firm’s established procedures. ..

Senior Paralegal The candidate will assist Firm attorneys with Processing of Estate Documents according the Firms’ procedures including printing, copying, filing of documents. Assist Firm attorneys with correspondence. Create, organize, and ..

... to hire an Estate Planning Attorney to join its growing team. ... through personalized estate plans. The attorney will work closely with clients ... wills, trusts, and powers of..

... experienced Probate and Estate Planning Attorney to join its growing team. ... role is ideal for an attorney with a passion for helping ... wills, trusts, and powers of..

... least weekly with the Probate Attorney, to prioritize and coordinate tasks ... matter in the Firm’s case management software (Actionstep). Scanning and organizing ... tasks in the Firm’s case..

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 ..

Chief Compliance Officer The candidate will oversee and implement all aspects of regulatory compliance program for CAPTRUST across the institutional, wealth, and foundation and endowment offerings, and for all CAPTRUST affiliated ..

Job Overview: A growing and client-focused law firm in Cary, NC is seeking a Full-Time Estate Planning Attorney to help individuals and families safeguard their legacies and protect their loved ones. ..

Paralegal - Estate Administration The candidate will be drafting and finalizing estate administration documents for Court filing. Drafting estate and trust accounting and performing administrative tasks related to the administration of ..

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..

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 ..

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 ..