Estate Planning Jobs in New York State

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Search Results - Estate Planning Jobs in New York State

Attorney At Law

Safe Harbor Wills and Trusts-Camillus-today

Safe Harbor Wills & Trusts is a growing estate planning and elder law firm serving families throughout Central and Northern New York. We help clients protect what they have built, prepare for the unexpected, and make difficult legal and financial...

Trusts & Estates Associate Attorney - Hybrid | Chico/Northern CA Preferred

Legal Norcal P.C.-Chico (CA)-today

carefully before applying. *About the Role* Legal Norcal P.C. is seeking a *Trusts & Estates Associate Attorney* to join our growing team and support families across Northern California with estate planning, trust administration, probate, and related post...

Experienced Probate Paralegal

Safe Harbor Wills and Trusts-Camillus-today

are we? What is missing? What needs to happen next? About Company We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team helps families facing one of the most stressful...

Estate Administration Attorney

bizjobz LLC-Melville (NY)-jobvertise.com-today

Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law...

Senior Trust Officer

Midland States Bank-Tarrytown (NY)-today

or guidance may sometimes be assessed in lieu of experience. • Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members. • Serves as a subject matter expert in Estate Planning, Supplemental Needs Trusts...

Wealth Strategist, Tax

BBR Partners-New York-yesterday

BBR takes a holistic, family office-style approach—supporting clients and advisors across a wide range of interconnected issues, including trust and estate planning, insurance and risk management, lending and liquidity, and coordination with external...

Attorney

Randstad-Middletown (NY)-randstadusa.com-1 week ago

An established estate planning law firm with multiple offices in New York is looking to add an attorney to its team. Candidates admitted to the New York Bar with experience in elder law and/or estate planning are encouraged to apply. The firm offers...

Paralegal

Build My Great Team-Pleasantville (NY)-workable.com-1 week ago

experience. Experience in trusts and estates, elder law, estate planning, probate, or guardianship is also highly valuable. This position is well suited for someone who is steady, detail-oriented, organized, and comfortable working independently while...

SVP, Wealth Strategy

New York-icims.com-1 week ago

financial, estate and tax planning. This role partners with colleagues across the organization, as well as outside advisors, in strategically advising UHNW clients with estate planning, tax planning and multi-generational planning. This role is also...

Sales Advisor (Training & Marketing Provided) (Long Island)

WealthBridge Financial Group-Elmont-workable.com-1 week ago

consultative approach • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning) • Provide education and guidance to help clients make informed financial decisions • Collaborate with internal...

Summer Analyst - Wealth Planning

New York-rockco.com-3 weeks ago

Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy...

Associate, Private Client

Michael Page-New York-michaelpage.com-1 month ago

capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Job Description • Provide legal counsel and advice on private client matters, including estate planning and wealth management strategies...

Financial Planner

New York-tiptopjob.com-1 month ago

of HSBC's Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients...

Wealth Management Advisor Trainee (New York)

WealthBridge Financial Group-Locust Valley-workable.com-1 week ago

Wealth and Personal Banking Life Insurance and Annuity Specialist

New York-tiptopjob.com-1 month ago

planners, tax advisors, and legal professionals to deliver tailored insurance solutions that support estate planning, wealth preservation, liquidity creation and business planning. You'll be responsible for identifying new business opportunities, managing...