Private Wealth Associate - Estate & Trust Strategy (NY)
BCG Attorney Search
BCG Attorney Search is seeking a Private Wealth Associate to join their New York office. This role involves advising clients on trust and estate planning, drafting legal documents, and conducting legal research. We're looking for candidates with 2-6 years of experience and a strong understanding of relevant laws. The successful candidate will be part of a dynamic team dedicated to providing exceptional legal services. The firm offers a supportive and inclusive work environment with comprehensive health programs and opportunities for professional development. #J-18808-Ljbffr BCG Attorney Search
- ...19066 Practice area:- Estate & Tax Planning,Probate,Trusts and Estates - General Trust and Estates Associate Attorney (3–5 Years) – Premier Private Wealth Practice | New York, NY | NY Bar Required Keywords... ..., wealth preservation strategies, and long-term career...PrivatePermanent employmentPrivate practicePlacement yearWork at office
- Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 4 years of trusts and estates experience to join our nationally... ...in our New York, NY office. Ideal candidates... ...tax‑efficient family wealth transfer strategies is preferred. Our Private...PrivatePart timeWork at officeRemote work
$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, Vice... ...York New York, NY, United States Job... ...trusts, estates and other fiduciary... ...deliver customized strategies drawn from our deep... ...services firm, or as an associate practicing in the...PrivateFull timeTemporary workPart timeWork at office- New York, NY, United States Job Description J.P. Morgan Asset & Wealth Management delivers industry-leading... ...management and private banking solutions. Asset... ...and institutions with strategies and expertise that span... ...Management Strategy, Associate within the Asset and Wealth...Private
$119k - $160k
Job Description Associate, Non‑Self‑Sustaining Advisor... .... LLC in New York, NY. Create comprehensive wealth management plans,... ...allocation, and location strategies for ultra‑high net... ...may include tax and estate planning, philanthropic planning, and private banking and lending...PrivateFull time- Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team. This role... ...Experience with financial advisors or private wealth clients is a plus. Strong... ...investing in credit, private equity, and real estate. The firm is committed to a culture of...PrivateWork at office
- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot. New York, NY. Tax Partner - Private Client Group (Trusts & Estates) Location: New... ...philanthropic structures, and multigenerational wealth transfer strategies. Key Responsibilities Build and manage...PrivateFull timeWork at officeRelocation1 day per week
- ...career with Goldman Sachs Asset & Wealth Management is an opportunity to... ...of alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds and... ...these solutions through direct strategies, customized partnerships, and open...Private
- ...Management And Trading The Managed Strategies Team within Asset & Wealth Management ("AWM") is responsible for all... ...Identification 159053 Job Category Associate Posting Date 01/15/2026, 08:07 PM Locations New York, NY, United States The Goldman Sachs Group...PrivateWork experience placement
$90k - $160k
...As a Managed Solutions Associate within the Managed Solutions... ...opportunities for private bank clients. This role... ...Private Bank and U.S. Wealth Management) to understand... ...across all managed strategies. Job Responsibilities... ...Pay/Salary New York,NY $90,000.00 - $160,000.0...PrivateWorldwide$33.28k - $52k
...focus is on providing trusted advice and tailored, sophisticated strategies for individuals... ...our commitment to associates, and clients of... ...access capital in private and public markets... ...Location New York City. NY office No travel... ...company providing wealth management,...PrivateFull timeTemporary workWork experience placementSummer workSummer internshipWork at officeImmediate startMonday to Friday- ...and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. Build... ...expert advice on trust and estate planning strategies tailored to individual client... ...Assist clients in transferring wealth to future generations efficiently...Private
$55k - $75k
...Associate, Tax The Atlanta office is looking for... ...is a growing wealth management firm serving... ...key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic... ...for partnerships, trusts, individuals, and private foundations....PrivateWork at officeFlexible hours- ...Description J.P. Morgan Asset & Wealth Management, with client... ...banking services including trusts and estates, loans, mortgages and deposits... ...leading investment management and private banking solutions. Asset... ...and institutions with strategies and expertise that span the...PrivateWorldwide
- ...search for an experienced Trusts & Estates associate to join its busy and well-established private client group. The... ...skipping transfer tax strategies is strongly preferred.... ...sophisticated strategies for wealth transfer and... ...Location: Manhattan, NY #J-18808-Ljbffr McClure...Full time
- ...Associate, Equity Derivatives Quant - New York, NY Requisition ID: 256161 Salary Range: 155,000.00 -... ...support of the team’s business strategies and objectives. Ensures all activities... ...and commercial banking, wealth management and private banking, corporate and...PrivateWork at officeLocal areaFlexible hours
- Job Overview A law firm seeks a Private Wealth Associate in New York with two to six years of experience in high-end trust and estate planning. The successful candidate will join a... ...Collaborate with team members to develop client strategies. Conduct legal research to support...Private
- ...Managed Account platform for the Global Private Bank and US Wealth Management, which consists of the... ...platform toolkit via practice management strategies. The Connect Wealth Program is high... .../deepen client relationships Trusted partner to advisors on new features &...PrivateFlexible hours
$80k - $86k
Private Wealth Associate page is loaded## Private Wealth Associatelocations: New York, New Yorktime... ...procedures* Advanced training on trusts & estates, wealth planning, investment management... ..., and financial management strategies* A focus on client service excellence...PrivateTemporary workFlexible hours$220k
Trusts & Estates Attorney Up to $225K Base + Bonus; Great Alternative to Big Law; Manhattan, NY. Respected Mid-Size Manhattan Firm: Join a highly regarded firm of 80+... ...families on sophisticated estate planning strategies, including wealth preservation, tax‑efficient...Hourly pay- ...Analyst/Associate, Scotiabank US Equity Research, Power & Utilities, New York, NY Requisition ID: 260608 Salary Range... ...support of the team’s business strategies and objectives. Ensures... ...and commercial banking, wealth management and private banking, corporate and...PrivateWork experience placementLocal areaFlexible hours
$130k
...Executions Group - Experienced Associate (NY) New York, NY Role Overview... ...to withstand sophisticated private equity and strategic buyer... ...gaining exposure to transaction strategy and investor positioning at... ...and externally Builds trusted relationships with all team...PrivatePermanent employmentVisa sponsorshipWork visa- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth... ...0,000.00-$300,000.00 1 week ago Associate Wealth Advisor, Schwab Wealth... ...& Wealth Management, Investment Strategy Group, Tactical Asset Allocation...PrivateFull time
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...individuals in this role build trusted relationships. Leading with... ...such as Practice Strategy Consultants and Branch Management...PrivateTemporary workWork experience placementLocal area$33.28k - $52k
...Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and... ...reflects our commitment to associates, and clients of the future... ...access capital in private and public markets through... ...Location New York City . NY office ~ No travel...PrivateFull timeTemporary workWork experience placementSummer workWork at officeImmediate startMonday to Friday$34.5k - $125k
...structured path to becoming a wealth manager through licensing... ...tracking Financial Strategy Development: Understand clients... ...new Wealth Management Associate jobs in New York, NY . New York, NY $120,000.00... ...Asset & Wealth Management, Private Wealth Management, Cross Markets...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hours$100k - $140k
...• develop customized asset allocation strategies and investment solutions for clients... ...related to various legal entities such as trusts, estates, LLCs, and Partnerships. • experience... ...UBS is a leading and truly global wealth manager and the leading universal bank...Full timeWork experience placementFlexible hours$100k - $170k
...Goldman Sachs Asset & Wealth Management is an... ...hedge fund managers, private credit funds, private... ...equity funds, real estate managers, public equity strategies, fixed income strategies... ...0693 Job Category Associate Posting Date 05/1... ...Locations New York, NY, United States...PrivateFull timeTemporary workPart time$100k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...advise and deliver customized strategies drawn from our deep... ..., which may include tax and estate planning, philanthropic planning... ...relationships by acting as a trusted advisor who delivers holistic...PrivateFull timeTemporary workPart time$100k - $160k
...United States Job Description Private Wealth Management (PWM) Goldman... ...advise and deliver customized strategies drawn from our deep... ..., which may include tax and estate planning, philanthropic planning... ...relationships by acting as a trusted advisor who delivers holistic...PrivateFull timeTemporary workPart timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Associate - Estate & Trust Strategy (NY). Be the first to apply!
- general maintenance associate New York, NY
- fraud associate New York, NY
- care management associate New York, NY
- family law associate New York, NY
- cash room associate New York, NY
- grants associate New York, NY
- associate chief medical officer New York, NY
- associate engineer New York, NY
- credit associate New York, NY
- associate professor environmental science New York, NY



