Estate Planning Jobs in Connecticut
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Search Results - Estate Planning Jobs in Connecticut
JobotStamford
practice with day-to-day tax issues
Liaising with federal and state tax authorities as necessary
Conducting research on complex tax matters
Leading engagement planning and execution
Mentoring and training junior staff
Supporting business development...
2 similar jobs: Naples, West Palm Beach
Robert Hadley AssociatesGreenwich (CT)
with clients on sophisticated estate settlements in Connecticut and New York, as well as complex estate planning matters, including revocable and irrevocable trusts.
The ideal candidate will have strong experience in estate planning and estate/trust...
Blair & PottsStamford
Job Description
Company Description
Blair & Potts is a boutique Trust & Estates law firm in Stamford, Connecticut, which draws on the broad experience of its attorneys in the areas of estate planning, trust and estate administration and taxation...
Blair & PottsStamford
attorneys in the areas of estate planning, trust and estate administration and taxation to meet the diverse needs of its clients, many of whom have been represented by the firm for generations.
Offer Details
• Competitive salary
• Full benefits
• 401(k)...
Greenwich (CT)rockco.com
as of February 28, 2026.
Position:
About Rockefeller Private Office
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals – including wealth planners, tax advisors, estate...
Blair & PottsStamford
in the areas of estate planning, trust and estate administration and taxation to meet the diverse needs of its clients, many of whom have been represented by the firm for generations....
United Placement GroupWest Hartford (CT)workable.com
An Exciting Opportunity Awaits You in Estate Planning Sales with $100,000+ Earning Potential and a Purpose-Driven Career! Truly A Job with a Purpose! As this product is a Need vs a Want.
Great Product, Little Competition, Qualified Leads...
Blair & PottsStamford
Company Description
Blair & Potts is a boutique Trust & Estates law firm in Stamford, Connecticut, which draws on the broad experience of its attorneys in the areas of estate planning, trust and estate administration and taxation to meet...
Prodware SolutionsHartford
and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.
Key Skills:
Process customer requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
Assist clients...
Prodware SolutionsHartford
Assist the managers with deep dive discussions and remediation of top pain points to help improve performance.
Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs...
Prodware SolutionsHartford
discussions and remediation of top pain points to help improve performance.
Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service...
Equitable AdvisorsStamford
the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
Responsibilities...
Brockton Visiting Nurse AssociationStamfordappcast.io
will be the market lead for our Greenwich office, bringing deep expertise in investment management, trust and estate planning, private/business banking, and financial consulting—leading a multi‑disciplinary team focused on ultra‑high‑net‑worth clients.
This role...
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