Private Wealth Services Associate (Senior-Level) - AUS
Joseph Agostino
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the associate will have the opportunity to work with clients, large and small, from variety of industries across the country. Job Requirements We are seeking a senior‑level associate (with a minimum of four to eight years of experience) with a proven track record in sophisticated estate planning for high‑net‑worth individuals and families, trust and estate administration, and gift, estate, and generation‑skipping transfer tax planning. Exceptional mid‑level candidates with strong credentials and demonstrated leadership ability will also be considered. This is a hands‑on role for someone ready to hit the ground running in a fast‑paced, collaborative environment. The Ideal Candidate is highly detail‑oriented, organized, proactive, and able to supervise and mentor other associates and paralegals, while managing multiple complex matters. has excellent academic and working credentials, strong research, writing, and verbal communication skills and a background practicing trusts and estates in a law firm setting. has prior experience in a fast‑paced law firm setting. is in good standing with the Texas Bar, or eligible for admission to the Texas Bar. ranked in the top of their law school class or graduated from a top‑tier law school. may have an LL.M. in Taxation or Estate Planning (strongly preferred, though not required if the candidate otherwise has a solid trusts and estates background). Representative Experience Designing and drafting complex estate planning documents, including revocable trust agreements, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures. Transferring QSBS stock, business interests, and real estate, including addressing the complexities of entity structures, valuation, succession planning, and tax implications. Managing and overseeing complex trust and estate administrations, including trust modifications, decantings, mergers, nonjudicial settlement agreements, and trust terminations. Conducting sophisticated legal research and analysis involving multijurisdictional and occasionally cross‑border estate planning considerations. Practice Summary Greenberg Traurig’s Private Wealth Services Department is dedicated to guiding individuals and families through the complexities of wealth transfer and estate planning. Our attorneys deliver comprehensive, integrated advice on income and transfer tax matters, always considering current and anticipated changes in tax and state laws that may impact our clients’ plans. With deep experience in structuring sophisticated estate plans—including business interests, real estate, and advanced wealth transfer techniques—GT attorneys collaborate closely with clients to develop tailored strategies that preserve, protect, and maximize their legacies. Leveraging a robust national and international platform, we provide personalized solutions and seamless counsel in the locations most convenient for our clients. GT is an EEO employer with an inclusive workplace committed to merit‑based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non‑discrimination on any protected basis. #J-18808-Ljbffr Greenberg Traurig, LLP
- Private Wealth Services Associate (Senior-Level) - AUS page is loaded## Private Wealth Services Associate (Senior-Level) - AUSremote type: Onsitelocations: Austintime type: Full timeposted on: Posted Yesterdayjob requisition id: JR202600644Greenberg Traurig (GT), a global...SeniorPrivateFull timePrivate practiceWork at office
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- Overview A law firm seeks a Private Wealth Services Associate for their Austin, Texas office. This full-time position offers the opportunity to work... ...various industries. The role is ideal for a junior to mid-level associate with a minimum of one year of experience in...PrivateFull timeWork at office
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- Greenberg Traurig is seeking a senior-level Associate for the Private Wealth Services Practice in our Austin office. The role emphasizes sophisticated estate planning for high-net-worth individuals and families, with hands-on leadership in a fast-paced, collaborative environment...SeniorPrivatePrivate practiceWork at office
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...compliance and consulting services to individual clients... ...Deloitte’s growing Private Wealth practice! Recruiting for... ...You’ll Do As a Tax Senior in our Private Wealth... ...you will perform high-level reviews of tax research... ...geographic differential associated with the location at...SeniorPrivatePrivate practiceWork at officeLocal area- A leading law firm in Austin is looking for a Junior to Mid-Level Private Wealth Services Associate. The ideal candidate will have at least one year of experience in sophisticated estate planning for high-net-worth individuals and trust administration. Responsibilities...PrivateFull time
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...Sr. Wealth Advisor Compensation: $200,000... ...management products and services. About HUB Retirement & Private Wealth (RPW): We... ...purpose: As a Senior Wealth Advisor, you... ...referral partner associates in those associates... ...development at all levels Train and mentor...SeniorPrivateWork experience placementLocal area- ...include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialSeniorPrivate
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...Markets and Accounting Advisory Services)Management LevelSenior... ...Accounting Advisory Services - Senior Associate, you will provide strategic... ...related to both public and private deals, as well as other significant... ...hire experienced or entry level job seekers who will need,...SeniorPrivateFull timeH1b- ...provide insightful investment solutions. The role requires a minimum of seven years’ experience in private banking or financial services, along with a strong understanding of wealth management. Ideal candidates will hold a Bachelor’s degree, with preferred qualifications...SeniorPrivate
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- ...ID: 77337 Location: Austin -AUS, Dallas -DAL, Houston -HOUS,... ...is a top U.S.-based financial services holding company with operations... ...like yourself to join our Private Wealth team as a Trust Officer. You... ...Experience RequirementsThis level of knowledge is normally acquired...SeniorPrivate
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$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location: 900 S Capital... ...management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity,...PrivateHourly payFull timeWork at officeLocal areaMonday to Friday- ...National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary point of contact... ...of investment and wealth management services with a focus on high touch... .../trust services, and commercial and private banking Requires 8+ years' of wealth...SeniorPrivate
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$189.2k - $372.9k
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- ...experiences while developing new business relationships. Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services. #J-18808-Ljbffr BOK FinancialSeniorPrivate
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