Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Services Associate (Senior-Level) - AUS in Austin, TX vacancy
  • 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... 
    Senior
    Private
    Full time
    Private practice
    Work at office

    Greenberg, Traurig, PA

    Austin, TX
    1 day ago
  •  ...full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive compensation...  ...country.Job RequirementsWe are seeking a junior to mid-level associate (with a minimum of one year of experience)... 
    Private
    Full time
    Private practice
    Work at office

    Greenberg Traurig LLP

    Austin, TX
    1 day ago
  • 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... 
    Private
    Full time
    Work at office

    BCG Attorney Search

    Austin, TX
    1 day ago
  • A leading global law firm in Austin seeks a highly skilled Associate for its Private Wealth Services Practice. The ideal candidate will have 4-8 years of estate planning experience for high-net-worth clients and be able to manage multiple complex matters. Responsibilities... 
    Senior
    Private
    Full time
    Private practice

    Greenberg Traurig, LLP

    Austin, TX
    1 day ago
  • Job Overview A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management... 
    Senior
    Private
    Full time
    Work at office

    BCG Attorney Search

    Austin, TX
    2 days ago
  • Bank of America in Austin, TX seeks an accomplished Private Banker to manage and grow a high-net-worth client base. You will lead client...  ...and coordinate across the enterprise to meet client needs with wealth and banking solutions. The role requires a disciplined, high-... 
    Senior
    Private

    Bank of America

    Austin, TX
    11 hours ago
  •  ...Location: Austin -AUS, Dallas -DAL,...  ...Interest: Finance; Private Banking Pay...  ....-based financial services holding company with...  ...and protect their wealth is what you'll do...  ...Client Service Associate will be the direct...  ...Requirements This level of knowledge is... 
    Senior
    Private
    Local area

    BOK Financial

    Austin, TX
    2 days ago
  • A prestigious law firm located in Austin is seeking a highly skilled Senior-Level Associate for its Private Wealth Services Practice. The role requires a minimum of four to eight years of experience in sophisticated estate planning for high-net-worth clients. Responsibilities... 
    Senior
    Private
    Full time
    Private practice

    Greenberg, Traurig, PA

    Austin, TX
    1 day ago
  • 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... 
    Senior
    Private
    Private practice
    Work at office

    Greenberg Traurig

    Austin, TX
    2 days ago
  • $74.93k - $153k

     ...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... 
    Senior
    Private
    Private practice
    Work at office
    Local area

    Deloitte

    Austin, TX
    1 day ago
  • 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... 
    Private
    Full time

    Greenberg, Traurig, PA

    Austin, TX
    4 days ago
  • $200k

     ...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... 
    Senior
    Private
    Work experience placement
    Local area

    Squaremouth

    West Lake Hills, TX
    5 days ago
  •  ...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 Financial
    Senior
    Private

    BOK Financial

    Austin, TX
    1 day ago
  • $77k - $202k

     ...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,... 
    Senior
    Private
    Full time
    H1b

    PwC

    Austin, TX
    3 days ago
  • A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant... 
    Senior
    Private

    BOK Financial Corporation

    Austin, TX
    1 day ago
  • JPMorgan Chase & Co. in Austin, TX, is seeking a Private Banker to provide exceptional client advisory services. This role focuses on advising families on managing their wealth, utilizing investment strategies, financial planning, and banking expertise. Candidates must... 
    Senior
    Private

    JPMorgan Chase & Co.

    Austin, TX
    4 days ago
  •  ...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... 
    Senior
    Private

    JPMorganChase

    Austin, TX
    4 days ago
  • BCG Attorney Search seeks a Senior Private Wealth Services Associate for its Austin, Texas office. The role involves drafting complex estate planning documents and handling wealth management matters for high-net-worth clients in a fast-paced setting. Ideal candidates bring... 
    Senior
    Private
    Work at office

    BCG Attorney Search

    Austin, TX
    2 days ago
  • Northern Trust seeks a Senior Relationship Advisor to work with high-net-worth clients, delivering personalized advice and building lasting...  ..., investment and planning professionals to provide integrated wealth solutions, aligned with fiduciary standards and client goals.... 
    Senior
    Private

    Northern Trust

    Austin, TX
    4 days ago
  • BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions...  .... This position offers an opportunity to make substantial contributions to client wealth management. #J-18808-Ljbffr BOK Financial
    Senior
    Private

    BOK Financial

    Austin, TX
    1 day ago
  •  ...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... 
    Senior
    Private

    Bank of Oklahoma

    Austin, TX
    1 day ago
  • JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team... 
    Senior
    Private
    Base plus commission
    Local area

    Next Frontier Capital

    Austin, TX
    3 days ago
  • $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,... 
    Private
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    HUB International

    Austin, TX
    2 days ago
  •  ...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... 
    Senior
    Private

    TWM Executive Search

    Austin, TX
    11 hours ago
  •  ...Advise on entity formation, joint ventures, private investments, and financing structures....  ...-value transactions. Benefits: Full-service benefits package, including medical,...  ...development. This opportunity is ideal for a mid-level or senior commercial real estate attorney seeking... 
    Senior
    Private
    Work at office

    LHH

    Austin, TX
    2 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. This role involves cultivating relationships with clients while executing transactions and managing account... 
    Private

    Morgan Stanley

    Austin, TX
    3 days ago
  • HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. Hybrid, full-time role within HUB Retirement & Private Wealth. You will support account onboarding, cash movements, investor statements, and client-advisor-custodian coordination. The role emphasizes... 
    Private
    Full time

    HUB International

    Austin, TX
    2 days ago
  • $189.2k - $372.9k

    Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte...  ...and advisory services, covering areas such...  ...work with Manager-level personnel to ensure...  ...clients include asset, wealth, and investment...  ...geographic differential associated with the location... 
    Senior
    Private
    Odd job
    Work experience placement
    Local area

    Deloitte

    Austin, TX
    2 days ago
  •  ...Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment policies and providing innovative solutions. Candidates should possess relevant... 
    Senior
    Private

    JPMorganChase

    Austin, TX
    4 days ago
  •  ...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 Financial
    Senior
    Private

    BOK Financial

    Austin, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Services Associate (Senior-Level) - AUS. Be the first to apply!