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Job Openings

 

Wealth Planning Associate

 

Michael Best & Friedrich LLP is seeking an Associate with 2-6 years of experience to work in any of our Wisconsin and Colorado offices. The ideal candidate will have experience creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. The attorney will build strong relationships with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws.

 

Position requirements include:

 

This is an exceptional opportunity to join a growing practice group with a national and international client base. Founded in 1848, Michael Best & Friedrich LLP has provided services to clients for more than 100 years and has over 200 professionals.

 

Please contact our Recruiting Specialist, Tara Mellon (tlmellon@michaelbest.com) with any questions.

 

Michael Best & Friedrich LLP is steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status, sex (including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

 


 

 

Private Wealth Management Trust Advisor - Denver, CO-200000707

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 

Serves as a dedicated Trust Advisor for selected high net worth and ultra-high net worth clients within a particular market or region. Works closely with other senior members of the relationship team to meet all of client's wealth planning, estate planning and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships. The incumbent must have a thorough knowledge of all fiduciary products offered by U.S. Bank, as well as a working knowledge of all Wealth products. The incumbent must also have an established professional network in the local and/or regional market.

 

Basic Qualifications

 

Preferred Skills/Experience

 

Additional information and to apply online available here.

 


 

Private Wealth Management Wealth Planner - Denver-190021989

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 

The Private Wealth Management (PWM) Planner provides PWM clients with the opportunity to obtain objective, comprehensive and needs based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning. Uses sophisticated planning software and other resources. Develops and collaborates with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives. Develops and presents seminars on planning topics for clients, potential clients, and professionals. Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources.

 

Basic Qualifications

 

Preferred Skills/Experience

 

Additional information and to apply online available here.