Estate Planning Jobs in Minneapolis
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Search Results - Estate Planning Jobs in Minneapolis
MESSERLI & KRAMER P.A.-Minneapolis
complementary, divisions. We represent a variety of clients across a series of practice groups: Banking and Finance, Business Litigation, Corporate and Estate Planning, Commercial Real Estate and Family Law.
We are currently looking for an Estate Planning...
Adams & Martin Group-Minneapolis
and discretion.
Qualifications:
• 2-3+ years of experience as a legal administrative assistant or similar role.
• Experience in estate planning and litigation is required.
• Familiarity with scheduling, contacting courts, setting depositions, and eFiling...
mindmatch.ai -
Stevens Foster Financial Advisors-Minneapolis
to meet client goals, and personally convey those options to our clients. We're looking for a qualified estate planning professional to join our team.
Required skills and experience:
• Strong estate planning knowledge and understanding of the following...
Garry Executive Search-Minneapolis
will collaborate closely with the Lead Advisor and Client Service Team to address diverse planning and service needs for the firm’s clients.
Key Responsibilities:
• Demonstrate expertise in retirement planning, tax issues, risk management, and estate planning...
mindmatch.ai -
Stevens Foster Financial Advisors-Minneapolis
and personally convey those options to our clients.
Required skills and experience:
• Financial services/financial planning experience (3-5 years)
• Strong understanding of areas of personal financial planning such as: investing, executive benefits, estate...
Robert Half-Minneapolis
models and projections.
• Develop intricate estate planning tax projections to assist clients in understanding potential future scenarios.
• Carry out the preparation of various tax returns, including fiduciary, estate, gift, and GST, individual...
roberthalf.com -
Stevens Foster Financial Advisors-Minneapolis
and personally convey those options to our clients.
Required skills and experience:
• Financial services/financial planning experience (3-5 years)
• Strong understanding of areas of personal financial planning such as: investing, executive benefits, estate...
Robert Half-Minneapolis
Key Responsibilities:
1. Assist high net worth clients in the full range of wealth preservation and estate planning services.
2. Develop comprehensive plans including wills, trusts, powers of attorney, beneficiary designations etc.
3. Collaborate...
roberthalf.com -
Stevens Foster Financial Advisors-Minneapolis
understanding of areas of personal financial planning such as: investing, executive benefits and retirement planning
• Estate planning terminology & knowledge of complex trust strategies
• Individual income tax knowledge
• Time management
• Problem solving...
Robert Half-Minneapolis
current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.
• Implement planning strategies discussed during client review meetings.
Operational Support:
• Suggest new ideas or process improvements to enhance...
roberthalf.com -
Grant-Shannon-Minneapolis
identifying issues, and preparing tax planning models and projections. The position requires preparing various tax returns (fiduciary, estate, gift, GST, individual, and related entities), responding to tax notices, and assisting with audits.
Additionally...
Direct Counsel-Minneapolis
opportunity for an attorney with 3+ years of experience in estate planning, trust and estate administration, and transfer tax planning to join a collaborative, client-focused team.
Key Responsibilities:
• Advising high-net-worth clients on estate...
Mission Recruiting-Minneapolis
litigation, and/or tax law.
• Responsibilities include drafting estate planning documents, assisting with probate and trust administration, filing probate pleadings, and ensuring the collection and distribution of estate assets.
• The role also involves time...
Grant-Shannon-Minneapolis
Responsibilities:
• Assists lawyers in drafting estate planning documents, including wills, powers of attorney, health care directives, and various types of trusts.
• Assists lawyers in probate and trust administration.
• Drafts and e-files various probate...
MESSERLI & KRAMER P.A.-Minneapolis
legal advice. Messerli Kramer represents a variety of clients across a series of practice groups: Banking and Finance, Business Litigation, Corporate and Estate Planning, Commercial Real Estate and Family Law.
Position Details
We are looking...
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