734 Legal Advisor jobs in the United States

2 weeks ago Be among the first 25 applicants The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments. Act as "face" of private practice within LSG firm relationship teams for assigned firms. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition. Document all client interactions via CRM system. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.) Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market. Support LSG teammates through collaborative relationship strategies and teamwork. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree 5-7 years or more of banking experience in portfolio-oriented roles FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position Extensive knowledge of banking products and services, corporate banking & private banking arenas. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act Proven success in the acquisition of new personal client relationships. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. Has strong consultative and client management skills with the ability to sell a wide range of products and services. Excellent oral, written, presentation and client service skills. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams. Solid understanding of the legal profession. Strong knowledge of Microsoft Office Products. Preferred Qualifications: CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Truist by 2x Get notified about new Wealth Management Advisor jobs in Miami, FL . Asset & Wealth Management, Partner Family Office, Financial Planner, Associate - Miami Fort Lauderdale, FL 100,000 - 240,000 2 weeks ago Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS) We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

About Our Client:
Our client is a prestigious national law firm with a robust corporate practice, representing a diverse portfolio of clients ranging from startups to Fortune 500 companies. They are recognized for their legal expertise, strategic advice, and commitment to client success. They are seeking an experienced Legal Counsel specializing in Corporate Law to join their expanding team in Jacksonville, Florida, US . This role offers significant opportunities to work on complex and high-value transactions.

Job Summary:
The Legal Counsel, Corporate Law, will provide expert legal advice and support on a wide range of corporate matters, including mergers and acquisitions, corporate governance, commercial contracts, and regulatory compliance. This role involves drafting and negotiating complex legal documents, conducting due diligence, and advising clients on corporate strategy. The successful candidate will possess a deep understanding of corporate law principles, exceptional analytical skills, and the ability to manage multiple priorities effectively while maintaining the highest standards of legal ethics and client service.

Key Responsibilities:

• Provide legal counsel on corporate transactions, including mergers, acquisitions, divestitures, joint ventures, and corporate restructurings.
• Draft, review, and negotiate various commercial agreements, such as vendor contracts, partnership agreements, and licensing agreements.
• Advise clients on corporate governance matters, including board responsibilities, shareholder rights, and compliance with relevant laws and regulations (e.g., Sarbanes-Oxley, Dodd-Frank).
• Conduct thorough legal due diligence for corporate transactions, identifying and mitigating potential risks.
• Ensure compliance with federal and state securities laws, if applicable to client activities.
• Research and interpret legal statutes, regulations, and precedents to provide accurate and timely advice.
• Manage corporate record-keeping and statutory filings as required.
• Collaborate with internal legal teams and external counsel as needed.
• Represent clients in negotiations and discussions with third parties.
• Stay abreast of changes in corporate law, regulatory requirements, and industry best practices.
• Develop and deliver training sessions on legal topics to clients or internal teams.
• Manage legal risks and implement proactive strategies to protect client interests.

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Active membership in good standing with the Florida Bar (or eligibility to waive in).
• Minimum of 6-8 years of experience practicing corporate law at a reputable law firm or as in-house counsel in a large corporation.
• Extensive experience in M&A transactions, corporate governance, and complex commercial contract negotiation.
• Strong understanding of federal and state corporate and securities laws.
• Excellent analytical, research, and problem-solving skills with meticulous attention to detail.
• Superior written and verbal communication skills, including the ability to draft clear, concise, and persuasive legal documents.
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines in a demanding environment.
• Strong interpersonal skills, with the ability to build trust and rapport with clients and colleagues.
• High level of integrity, professionalism, and ethical conduct.
• Proficiency in legal research tools (e.g., Westlaw, LexisNexis).

What We Offer:
Our client provides a highly competitive compensation package, including an attractive base salary, performance bonuses, comprehensive health, dental, and vision benefits, a generous 401(k) plan, and substantial opportunities for professional development and career advancement. You will work on sophisticated and impactful legal matters, collaborate with top legal minds, and contribute to the success of prominent businesses. Our client fosters a collegial and intellectually stimulating environment that values legal excellence and client service.

Application Process:
Interested candidates are invited to submit a detailed resume, a cover letter highlighting their corporate law experience, and a writing sample (e.g., a relevant legal memorandum or brief). Our client is an Equal Opportunity Employer, committed to fostering a diverse and inclusive legal profession.

Legal Wealth Advisor II (Houston or Dallas) Join to apply for the Legal Wealth Advisor II (Houston or Dallas) role at Truist Legal Wealth Advisor II (Houston or Dallas) 2 weeks ago Be among the first 25 applicants Join to apply for the Legal Wealth Advisor II (Houston or Dallas) role at Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments. Act as "face" of private practice within LSG firm relationship teams for assigned firms. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank. Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition. Document all client interactions via CRM system. Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.) Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market. Support LSG teammates through collaborative relationship strategies and teamwork. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree 5-7 years or more of banking experience in portfolio-oriented roles FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position Extensive knowledge of banking products and services, corporate banking & private banking arenas. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act Proven success in the acquisition of new personal client relationships. Demonstrated experience and success in meeting sales goals, identifying and delivering on client needs. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. Has strong consultative and client management skills with the ability to sell a wide range of products and services. Excellent oral, written, presentation and client service skills. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams. Solid understanding of the legal profession. Strong knowledge of Microsoft Office Products. Preferred Qualifications: CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Truist by 2x Get notified about new Wealth Management Advisor jobs in Houston, TX . Houston, TX 120,000.00- 230,000.00 6 months ago Houston, TX 80,000.00- 125,000.00 6 months ago Houston, TX 120,000.00- 180,000.00 1 week ago Investment Consultant - City National Rochdale Houston, TX 101,231.00- 172,355.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Wealth Strategist, Vice President - Houston J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (West Central) J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Central Houston) Associate Wealth Advisor, Schwab Wealth Advisory J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX and surrounding areas (South Central) J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast) J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast) Houston, TX 100,000.00- 130,000.00 6 days ago Financial Advisor - Endowments and Foundations Houston, TX 100,000.00- 130,000.00 1 week ago Houston, TX 122,535.00- 208,715.00 1 day ago J.P. Morgan Wealth Management - Private Client Advisor - Katy/ Houston, TX and surrounding areas We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

A nationally recognized law firm in New York, NY is seeking a highly motivated Corporate Paralegal to join its Emerging Companies & Venture Capital group. This role involves assisting attorneys and clients with entity formations, corporate governance, securities filings, venture capital financings, and mergers & acquisitions.

Key Responsibilities:

• Draft and prepare formations, qualifications, conversions, dissolutions, board resolutions, and stockholder actions.
• Maintain corporate records, capitalization tables, equity incentive plans, and securities filings.
• Conduct due diligence and assist with venture capital financings and M&A transactions.
• Research federal and state securities laws, including “blue sky” state compliance.
• Manage closing processes, data rooms, and document preparation.
• Ensure deadlines are met and maintain accurate time records.

Qualifications:

• Bachelor’s degree required; paralegal certificate preferred.
• At least two years of corporate paralegal experience in a law firm setting.
• Proficiency in Carta and other corporate governance platforms.
• Strong organizational skills and attention to detail.
• Experience with Delaware corporate law, federal and state securities laws, and equity incentive plan administration preferred.
• Familiarity with Google Docs, Box, Excel, DocuSign, and diligence data rooms is a plus.

Compensation & Benefits:

• Competitive salary based on experience (New York range: $59,050 – $18,450 annually).
• Annual discretionary bonus.
• Comprehensive benefits package, including medical, dental, vision, 401(k), PTO, parental leave, and tuition reimbursement.

Join a team known for its collaborative culture, commitment to diversity, and top-tier client service.

Compensation:
59,050- 118,450 per year

• Conduct legal research using various databases (e.g., Westlaw, LexisNexis) and prepare summaries or memoranda.
• Assist attorneys in drafting and reviewing corporate documents, including resolutions, minutes, corporate agreements, and closing documents.
• Manage and organize complex legal files, both physical and electronic, ensuring easy accessibility and proper retention.
• Prepare and file corporate formation documents, amendments, and annual reports with state agencies.
• Coordinate and manage closing logistics for corporate transactions, including preparing closing checklists and binders.
• Assist with due diligence reviews in M&A transactions, including organizing and reviewing data rooms.
• Maintain corporate minute books and ensure compliance with corporate governance requirements.
• Liaise with clients, opposing counsel, and third parties to facilitate document exchange and information gathering.
• Perform factual investigations and summarize findings for attorneys.
• Assist with litigation support tasks related to corporate disputes, if applicable.

• Associate's degree or Bachelor's degree required; Paralegal certificate from an ABA-approved program preferred.
• Minimum of 3-5 years of experience as a paralegal, with significant experience in corporate law, M&A, or business transactions.
• Strong knowledge of corporate legal terminology and procedures.
• Proficiency in legal research tools and document management systems.
• Exceptional organizational skills and meticulous attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently, manage multiple priorities, and meet tight deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• High level of professionalism, discretion, and ability to handle confidential information.
• Proactive attitude and strong problem-solving abilities.
• Experience with entity management software is a plus.

• Prepare, draft, and review various corporate legal documents, including corporate resolutions, consents, agreements, and closing documents.
• Assist with corporate formation, maintenance, and dissolution, including preparing articles of incorporation/organization, bylaws, and operating agreements.
• Conduct legal research using online databases (e.g., LexisNexis, Westlaw) on corporate governance, securities regulations, and other relevant legal topics.
• Manage and maintain corporate minute books, stock ledgers, and other corporate records.
• Assist attorneys with due diligence efforts for corporate transactions, including mergers, acquisitions, and financings.
• Coordinate and prepare for corporate board meetings, including drafting agendas, minutes, and related materials.
• File documents with state and federal agencies (e.g., Secretary of State, SEC).
• Assist with the preparation of annual reports and compliance filings.
• Communicate professionally with clients, government agencies, and other third parties under attorney supervision.
• Support attorneys in all phases of corporate transactions, ensuring efficient workflow and adherence to deadlines.

• Bachelor's degree and/or Paralegal Certificate from an ABA-approved program.
• Minimum of 3-5 years of experience as a paralegal, with a significant focus on corporate law.
• Strong understanding of corporate governance, business entity structures, and transaction processes.
• Proficiency in legal research platforms (LexisNexis, Westlaw) and Microsoft Office Suite.
• Exceptional written and verbal communication skills, with a high degree of professionalism.
• Meticulous attention to detail and strong organizational skills.
• Ability to manage multiple priorities and work effectively under pressure.
• Discretion and ability to maintain strict confidentiality of sensitive information.
• Proactive and self-motivated with a strong work ethic.
• Experience with entity management software is a plus.