Wealth Management Attorney Jobs in Westlake

Wealth Management - Private Bank - Banker - Vice President Responsibilities: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and ..

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 ..

Legal Assistant The candidate will ensure smooth running of the office and effective case management by communicating frequently with clients and working closely with attorney to provide superior service. Responsibilities: Provide ..

Tax Services Senior Analyst –EDGE – Fiduciary Trust Tax Services Responsibilities: Performing tax research and preparing written tax advice . Preparing tax information statements and tax returns including complex Forms 1041 ..

Job OverviewA law firm seeks an experienced Staff Attorney to join the Personal and Succession Planning practice group in Cleveland, Ohio. This role supports a wide range of estate administration, estate ..

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

Private Bank Sr Relationship Manager Duties: Maintains and expands current client relationships. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ..