CrawlJobs Logo

Wealth Preservation Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Chicago

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

This role focuses on estate planning, wealth preservation, and tax-related matters, requiring strong legal expertise and excellent client communication skills. This is a full‑time, direct‑hire opportunity offering a comprehensive benefits package.

Job Responsibility:

  • Draft and prepare estate planning documents such as wills, trusts, powers of attorney, and advanced directives
  • Conduct in-depth legal research on topics including estate planning, tax laws, fiduciary issues, and trust administration
  • Provide expert advice on wealth transfer strategies, charitable giving, income tax planning, asset protection, and business succession
  • Prepare and review gift and estate tax returns with precision and attention to detail
  • Assist clients with estate administration processes, including probate and post-death arrangements
  • Collaborate with corporate, real estate, and litigation teams to address cross-disciplinary planning needs and mitigate disputes

Requirements:

  • Minimum of 2 years of experience in estate planning, wealth preservation, or tax law
  • Strong knowledge of estate and gift tax regulations and principles
  • Exceptional drafting skills with a keen eye for detail
  • Proven ability to manage multiple cases effectively in a fast-paced environment
  • Excellent interpersonal and communication skills, with a client-focused approach
  • Comfortable interacting directly with high-net-worth individuals and family offices
  • Skilled in working collaboratively with attorneys across various practice areas
What we offer:

comprehensive benefits package (medical, dental, vision, 401k, etc.)

Additional Information:

Job Posted:
February 13, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Preservation Associate

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...
Location
Location
United States , St. Louis
Salary
Salary:
70000.00 - 80000.00 USD / Year
anderscpa.com Logo
Anders Minkler Huber & Helm LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 2+ years of financial services experience
  • Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
  • A clean U4
  • Excellent written and verbal communication skills
  • Expert attention to detail
  • Strong organizational and time-management skills
  • Ability to work independently or as a team
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs
Job Responsibility
Job Responsibility
  • Manage and execute both direct portfolio trading and indirect third-party portfolio trading
  • Develop and implement new client portfolios, assisting Senior Advisors where necessary
  • Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
  • Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
  • Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
  • Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
  • Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
  • Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
  • Develops mastery of Claris Advisors investment philosophy
  • Mastery of technology stack offered, including CRM system and custodian websites
What we offer
What we offer
  • Professional development opportunities
  • Benefits that directly impact mental, physical and financial wellness
  • Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer
  • Fulltime
Read More
Arrow Right
New

Assistant Manager

The Assistant Manager is a multi-faceted role that merges business strategy, ope...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
corporate.abercrombie.com Logo
Abercrombie and Fitch Co.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree OR one year of supervisory experience in a customer-facing role
  • Fluency in English
  • Strong problem-solving skills
  • Ability to show up in a fast-paced and challenging environment
  • Team building skills
  • Self-starter
  • Drive to achieve results
  • Multi-Tasking
  • Fashion Interest & Knowledge
Job Responsibility
Job Responsibility
  • Drive Sales
  • OMNI Channel Fulfillment
  • Store Presentation and Sales Floor Supervision
  • Store & Stockroom Operations
  • Staffing, Scheduling, and Payroll Management
  • Training and Development
  • Communication
  • Asset Protection
What we offer
What we offer
  • Quarterly Incentive Bonus Program
  • Paid Time Off
  • Indefinite Contracts
  • Paid Volunteer Day per Year
  • Merchandise Discount
  • Private Medical Insurance Available
  • Life and Disability Insurance
  • Associate Assistance Program
  • Paid Parental and Adoption Leave
  • Pension Plan with Company Match
  • Fulltime
Read More
Arrow Right
New

Regional Sales Director - Northeast Region

Location
Location
United States
Salary
Salary:
Not provided
actian.com Logo
Actian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven success selling data management, data governance, data observability and analytics
  • Fulltime
Read More
Arrow Right
New

Chief Financial and Administrative Officer

Reporting to the Mayor, the Chief Administrative and Financial Officer (CAFO) ov...
Location
Location
United States , Holyoke
Salary
Salary:
Not provided
mma.org Logo
Massachusetts Municipal Association
Expiration Date
March 31, 2026
Flip Icon
Requirements
Requirements
  • Extensive municipal management experience
  • Strong financial and analytical skills
  • High ethical standards
  • Ability to communicate effectively with officials, staff, and the public
Job Responsibility
Job Responsibility
  • Oversee the City’s administrative and financial operations and support all city departments
  • Provide strategic leadership in budgeting, financial management, collective bargaining, purchasing, and policy implementation
  • Serve as a key advisor to the Mayor and City Council, providing financial and managerial analysis, preparing reports and projections, and supporting informed policy decisions
  • Lead the development of the city’s annual operating and capital budgets
  • Oversee financial systems and controls across all departments and ensure compliance with state and federal laws
  • Supervise financial department heads and administrative staff
  • Coordinate interdepartmental initiatives and support effective problem-solving throughout the organization
  • Participate in labor negotiations
  • Oversee procurement activities
  • Monitor legislative impacts
  • Fulltime
Read More
Arrow Right
New

Sr. Data Engineer - AWS

Location
Location
Salary
Salary:
Not provided
3pillarglobal.com Logo
3Pillar Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • How many years of experience do you have as AWS Data Engineer?
  • How many years of experience do you have working with Core Python and its libraries?
  • Please list the AWS services you have used (Skills level should be intermediate /expertise)
  • Please share your current CTC and expected CTC.
  • Please share your official notice period
  • Fulltime
Read More
Arrow Right
New

Assessor/trainer in Hospitality Front of House

Join Colchester Institute – Where Your Career Makes a Difference. At Colchester ...
Location
Location
United Kingdom , Colchester
Salary
Salary:
29783.52 - 33535.32 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Level 3 or above and/or a professional qualification in relevant subject area or equivalent
  • Experience in running a successful catering establishment including good knowledge of reception and bar
Job Responsibility
Job Responsibility
  • Deliver using current up to date practices to train and assess the front of house element within the Hospitality area
  • Liaise effectively with students, colleagues, customers and employers to meet set targets and support curriculum needs and development
  • Promote and train all aspects of H&S, meeting the college and industry requirements
  • Keep and maintain accurate records and documentation in line with Colchester Institute and awarding body policies
  • Maintain the reception and restaurant area in-line with awarding body requirements
  • Attend regular programme meetings and briefing sessions in line with curriculum policies
  • Complete appropriate awarding body documentation and ensure compliance of required procedures as standardised and requested by line manager
  • Day to day management of the booking and promotion of the Balkerne restaurant, whilst assessing and training learners in our restaurant and reception area, to industry standards
  • Assessment of Apprenticeships who will infill in practical sessions
  • Fulltime
Read More
Arrow Right
New

Data Management Specialist

The role focuses on setting up a Data Management Office (DMO) from the ground up...
Location
Location
Saudi Arabia , Riyadh
Salary
Salary:
Not provided
welovesalt.com Logo
Salt
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience building a DMO is required
Job Responsibility
Job Responsibility
  • Designing and implementing policies, procedures, and governance frameworks for data management
  • Leading risk, compliance, and regulatory initiatives related to data
  • Establishing end-to-end processes to ensure high-quality, secure, and well-governed data
  • Driving best practices and frameworks across business units to enhance decision-making and operational efficiency
Read More
Arrow Right
New

Catering Assistant

Impact Food Group is made up of 4 amazing brands, Innovate, Cucina, Hutchison an...
Location
Location
United Kingdom , Wylam
Salary
Salary:
8282.04 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Great customer service skills
  • ideally from a catering or retail background
  • successful candidates are required to undergo an enhanced DBS check
Job Responsibility
Job Responsibility
  • Working as part of the catering team at the site to provide a friendly, efficient and hygienic service to all customers
  • Assist in the preparation of food and snacks for the site
  • Counter service and till work
  • Keeping the kitchen and restaurant areas in a clean and tidy state at all times
What we offer
What we offer
  • Free meal supplied on shift
  • Loads of free qualifications and career development opportunities
  • Staff discount scheme at over 850 retailers
  • Monthly opportunities for the best teams to win shopping vouchers
  • All school holidays off
  • Weekends and evenings free
  • Parttime
Read More
Arrow Right