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Wealth / Estate Planning
Attorney - (NYC)
Top tier, national wealth management firm. Work with the firm’s relationship managers and current clients to deliver
integrated wealth planning advice. 5+ years of experience in the practice of trust and estate law in a recognized law
firm or financial services firm.
Excellent compensation package including base, bonus and new business incentives. Associate Planning Director- (NYC) Plan
Development and Presentation for financial advisors, firm clients and allied planning professionals on all aspects of
wealth planning strategies within the Private Client Group at the direction of the Divisional Planning Director, JD required
with 4+ years client facing experience in trusts and estates planning, working with high net worth individuals, Global
Wealth Management Firm.
Estate Planning Attorney - 2+ years law firm background required. Unique opportunities with cutting edge firms. Extensive
international work. Ultra high net worth clientele. Excellent growth opportunity. Open on compensation.
Trust Product Specialist - (Chicago, IL) 7+ years experience, Support the prospecting and closing of trust related opportunities by providing
technical (trust specific) direction and input to sales teams and clients, Top Tier Multinational Financial Service Firm,
300-400k package. FILLED
Trust
Officer - (Wilmington, DE) Advise their clients on estate planning, tax, fiduciary matters, investments, Assess client
financial and wealth transfer plans in order to achieve specific trust/estate and investment objectives, 3+ years of trust
and/or estate management and administration experience Boutique Trust Company, open to discuss relocation, 80’s
110’s base plus up to 30% discretionary bonus. FILLED
Tax
and Estate Planning / Administration - (NJ) 3+ years experience in sophisticated estate and closely held business
planning, with knowledge of estate administration. FILLED
Estate Planning Attorney - (NYC) Top Tier NYC Based Investment Bank, tax research, special projects coordinator, 80-120's
package. FILLED
Senior Wealth Strategist - (Chicago, IL) 7+ years
experience as a trust and estates practitioner, educate clients and Advisors on asset “location” - developing
a comprehensive understanding of tax, trust, estate, legal structure and other relevant issues, and positioning the components
of the asset allocation plan among various estate and philanthropic entities to enhance total wealth to client, client’s
heirs and client’s charities, Top Tier Multinational Financial Service Firm, 350-500k+ package. FILLED
Senior Fiduciary Administrator - (NYC) 5+ years diversified personal trust experience, Top Tier Wealth Management Firm, 100-140k area
+ bonus. FILLED
Senior Trust Administrator - (NYC) Major Trust Company, 8-10
years of personal trust experience, 90-110k base + bonus.
FILLED
Trust & Estate Associate - (Long Island, NY) 3+ years related background, premiere Nassau County law
firm, sophisticated high net worth client base, extremely competitive compensation package. FILLED
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