Top 997 Associate planner Jobs

Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
- $160,000 - $190,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Associate Attorney - Estate Planning
Stratton & Reynolds, LLC —Columbia, SC
- $75,000 - $90,000 a year
- Weekends as needed
- Mid-level
- Office
- Travel
- Health insurance
- 401(k)
Quick Apply
Associate Attorney - Estate Planning
Stratton & Reynolds, LLC —Lexington, SC
- $75,000 - $90,000 a year
- Weekends as needed
- Mid-level
- Office
- Travel
- Health insurance
- 401(k)
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Acquisitions Research Associate
Atlantic Pacific Companies —Miami, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Estate Planning Associate Attorney
Neil Jesani Advisors, Inc. —Sunrise, FL
- $120,000 - $150,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Associate Demand Planner
CREATIVE WERKS LLC —Elk Grove Village, IL
- $55,000 - $65,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Mid-level
Quick Apply
Program Planning, Lead Associate
Peraton —Washington, DC
- $80,000 - $128,000 a year
- Monday to Friday
- Military
- Mid-level
- Office
- Health savings account
- Paid holidays
11d
Associate Planner
City of Wildomar —Wildomar, CA
- $38.50 - $48.00 an hour
- Extended hours
- Word processing
- Bachelor of Science
- English
- Health insurance
11d
Associate Director, Planning
HelloFresh —Aurora, IL
- $131,259 - $159,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Health insurance
- Paid time off
Associate Director, Medical Affairs Capabilities, Strategic Planning & Effectiveness
Genmab —Princeton, NJ
- $156,880 - $235,320 a year
- Online Application
- 5 years
- Office
- Finance
- Commuter assistance
- Paid parental leave
Associate Director, Global Sales, Inventory, and Operational Planning (SIOP)
Vantive —Deerfield, IL
- $152,000 - $200,000 a year
- Bachelor of Science
- English
- 8 years
- Paid parental leave
- Paid holidays
Associate Supply Planner
Uline —Pleasant Prairie, WI
- Full-time
- Pass drug screening
- Office
- Finance
- Paid holidays
- Health insurance
Associate VP of Capital Planning & Facilities
Kentucky State University —Frankfort, KY
- Full-time
- 7 years
- Construction site
- Engineering
Quick Apply
13d
Associate Attorney - Estate Planning & Tax
Everforth —Cincinnati, OH
- Full-time
- Writing skills
- Mid-level
- Business development experience
Quick Apply
Associate Manager, Portfolio Strategy and Planning -Yogurt
Lactalis US Yogurt, Inc. —Minnetonka, MN
- $85,000 - $105,000 a year
- Microsoft Excel
- 5 years
- Mid-level
- Tuition reimbursement
- Paid time off
Quick Apply
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
[US DC] Senior Planning Associate
HelloFresh —Phoenix, AZ
- Full-time
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Paid time off

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Estate Planning Associate (3+ years)

Meister Seelig & Schuster PLLC
New York, NY

Quick Apply

Job Details

Full-time
$160,000 - $190,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Law
SEC reporting
Doctor of Law (JD)
Estate Tax Law
Bar
Estate planning

Full Job Description

Meister Seelig & Schuster is seeking a highly motivated and experienced Estate Planning Associate (3+ years) to join its Tax & Estates practice in our NYC office. This role is ideal for an attorney who is comfortable managing matters with appropriate supervision, communicating directly with clients, and producing high-quality work product in a collaborative, in-person environment.

Key Responsibilities

Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, living wills, and related ancillary documents.
Advise individuals and families on estate, gift, and generation-skipping transfer (GST) planning strategies and wealth transfer goals and working on estate and gift tax returns.
Assist with estate and trust administration matters, including probate/administration filings, beneficiary communications, asset collection and distribution, and fiduciary support.
Coordinate with clients’ professional advisors (accountants, financial advisors, and other counsel) to implement planning recommendations.
Support matters involving closely held business interests and real estate as they relate to estate planning and administration, including funding trusts and transfer documents in connection therewith.
Conduct legal research and draft memoranda on trusts and estates issues, including New York law considerations.
Participate in client meetings and help manage matters efficiently, including timelines, deliverables, and internal coordination.

Qualifications

J.D. from an accredited law school.
Admitted to practice in New York and in good standing.
Minimum of 3 years of dedicated experience in estate planning (trusts & estates).
LL.M. in Taxation or Estate Planning is a plus.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Ability to work independently and as part of a team in a fast-paced environment.

Benefits

401(k)
Health insurance
Dental insurance
Vision insurance
Health savings account (HSA)
Flexible spending account (FSA)
Life insurance
Paid time off (PTO)
Parental leave

Job Type: Full-time

Pay: $160,000.00 - $190,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Application Question(s):

Do you have a J.D degree?

Work Location: In person

Quick Apply

Refine Your Search

associate planner jobs

Estate Planning Associate (3+ years)

Associate Attorney - Estate Planning

Associate Attorney - Estate Planning

Associate Manager, Financial Planning

Wealth Planning Associate

Acquisitions Research Associate

Estate Planning Associate Attorney

Associate Demand Planner

Program Planning, Lead Associate

Associate Planner

Associate Director, Planning

Associate Director, Medical Affairs Capabilities, Strategic Planning & Effectiveness

Associate Director, Global Sales, Inventory, and Operational Planning (SIOP)

Associate Supply Planner

Associate VP of Capital Planning & Facilities

Associate Attorney - Estate Planning & Tax

Associate Manager, Portfolio Strategy and Planning -Yogurt

Financial Planning Associate/Paraplanner (Financial Administration)

Associate Wealth Manager

[US DC] Senior Planning Associate

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