Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)
Mercer Advisors - HoustonJob Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management ...
1 day ago, source: adzuna
Wealth Planning Consultant, Senior Specialist-2
Vanguard - MalvernJob Description \n Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors.\n \n \n As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within ...
2 days ago, source: adzuna
Legal Assistant- Concord, NC
McIntyre Elder Law - North ConcordJob Description Job Description Job Summary: A Legal Assistant for our Estate Planning department plays a key role in ensuring the smooth execution of estate planning documents such as wills, trusts, powers of attorney, and healthcare directives ...
2 days ago, source: adzuna
Senior Estate and Tax Specialist
Vanguard - DallasJob Description \n Senior Estate and Tax Specialist \n \n The Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and ...
2 days ago, source: adzuna
