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  • Wednesday, November 10, 2021 8:05 AM | Anonymous

    The Senior Wealth Advisor position requires a deep understanding of all aspects of wealth management. The Wealth Advisor would be designing and implementing creative planning solutions for private clients. In addition to these areas of expertise, the Wealth Advisor would be required to have an understanding of investment management and investment products as well as all regulatory licensing to advise clients on these matters.

    Responsibilities

    • Review, assess, plan and implement for all of the following:
      • individual and entity income taxes
      • estates, trusts and wealth transfer
      • executive compensation
      • retirement plans
      • asset protection
      • insurances: life, liability, disability, and long term care
      • philanthropy
      • business succession
      • liquidity analysis
    • Coordinate on the above with client's other professional advisors
    • Responsible for Integrated Wealth Plans and Vaulted Documents
    • Train team on Wealth Management concepts and process
    • Advise of all new developments within Wealth Management areas
    • Develop and implement Wealth Management processes
    • Disseminate UBS' materials and information on Wealth Management
    • Assist in developing and implementing events for client appreciation and development

    Licensing Requirements

    Series 7 and 66 required (can be obtained at a later date)

    Must be attorney or registered CPA with five years experience

    This position is flexible, part-time or full-time, remote or in Philadelphia office,

    Pay range $120k - $250k annually

    Interested candidates please forward resume to Dena@gourmetshows.com


  • Tuesday, November 02, 2021 5:07 PM | Anonymous

    The global law firm of Faegre Drinker Biddle & Reath is actively recruiting an associate to join the Labor & Employment practice group in our Philadelphia office. We are seeking candidates who are admitted to practice in Pennsylvania and New Jersey and have three to five years of experience handling employment litigation and counseling employers on labor and employment law matters.

    Duties are expected to include a broad range of labor and employment law-related responsibilities, including representing clients in employment litigation and administrative agency matters, as well as providing employment-law-related counseling and guidance to employers. Candidates will have strong academic credentials, excellent writing skills, a willingness to work across offices, and produce top quality work while managing multiple assignments concurrently.

    Faegre Drinker Biddle & Reath LLP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, national origin, disability, sex, sexual orientation, gender, gender identity, gender expression, marital status, veteran or military status, or any other characteristic made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of employment, including retirement, hiring, training, promotion, transfer, compensation, benefits, discipline and termination.

    We are committed to providing equitable access to employment for all and welcome qualified applicants with disabilities who meet the qualifications of the job, with or without reasonable accommodations. If you need an accommodation for any part of the employment process, please send an email to recruiting@faegredrinker.com to let us know the nature of your request.

    Click here to apply online

  • Tuesday, September 14, 2021 11:19 AM | Anonymous

    Tekloc Enterprises is a small single family office located in Newtown Square, PA. The primary purpose of the office is to help orchestrate multiple branches of the family’s capital in a multifaceted approach. As a family office, all of the staff work very closely together in a collegial work environment and have many interactions with each other and have regular direct contact with family members.

    Job description:

    • Trust administration – assist in formation and administration of various trusts (simple, complex, grantor, GRATs). Review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees
    • Assist family office and outside legal providers in estate planning and administration across all family lines. Track gifts to family members
    • Provide support in various family services (bank account openings/closings, investment monitoring, real estate transactions)
    • Assist in family philanthropy (administration and tracking of both personal charitable giving as well as private foundations)
    • Prepare tracking of various projects

    Qualifications:

    • Bachelor’s degree in a relevant field
    • 5+ years experience in financial services or similar
    • Ability to organize and complete multiple tasks within deadlines with accuracy
    • Experience with detail Excel spreadsheet analysis
    • Familiarity in administration of estate planning techniques or family office experience preferred

    We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match.

    Please email resume to: mharff@tekloc.com


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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
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Email: staff@philaepc.org

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