Private Wealth Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Wealth Associate for its Washington office. The ideal candidate will have four to eight years of experience in sophisticated estate planning, trust and estate administration, estate and gift tax, and charitable planning. Duties Collaborate with attorneys across various offices in the Financial Services & Capital Markets group. Engage in sophisticated estate planning and drafting. Manage trust and estate administration tasks. Advise on estate and gift tax matters. Participate in charitable planning initiatives. Requirements Four to eight years of relevant experience preferred. Prior law firm experience required. Active bar license in the corresponding state or commitment to obtain one. Excellent academic credentials. Superior interpersonal skills and ability to work under pressure. Education Juris Doctor (JD) degree required. Certifications Active bar license in the relevant state. Skills Exceptional judgment and ability to handle multiple projects. Strong articulation of legal strategies and courses of action. Commitment to community involvement. Benefits Comprehensive medical, dental, and vision insurance. 401(k) retirement plan. Performance and client development bonuses. #J-18808-Ljbffr
$50k - $115k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions...PrivateTemporary workWork experience placementLocal areaWork visa$50k - $115k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions...PrivateFull timeTemporary workWork experience placementLocal area- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital... ...platform, specifically targeting private wealth clients. This role involves managing asset-...Private
- ...Job Description Job Description Associate Advisor Greater Seattle Area ISC's Financial... ...specializes in delivering customized wealth management and investment advisory... ...worth clients within wealth management, private wealth, family office, or investment advisory...PrivateFor contractorsWork at office
$100k - $160k
...Portfolio Valuation Associate Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment... ...of the world's largest hedge funds, private equity funds, direct lending funds,... ...offer a unique opportunity to work on a wealth of projects that provide exposure to various...Private- ...FT Associate Asset Protection - Security - 0310 Join to apply for the FT Associate Asset Protection - Security - 0310 role at Giant... ...Columbia, United States $180,000.00-$200,000.00 23 hours ago Private Wealth Management Wealth Management Associate Washington, DC $68,000...PrivateFull timeLocal areaImmediate start
$116.25k - $159.64k
...You are looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the clients you serve... ...through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities...PrivateWork at officeLocal areaWorldwide- XML Financial Group is seeking an Associate Wealth Manager to work with senior advisors and client service teams to deliver high-quality service and support the day-to-day management of an established book of business. This role emphasizes client servicing, relationship...Work at office3 days per week
$225k
...Asset Management Associate United States We are looking for associates with private equity and hedge fund experience between Classes of 2024 and 2019 to join our Asset Management team in DC or NY. The Firm pays market salaries to our attorneys. As such, below...Private- ...Consultant Opportunities at Oliver Wyman Oliver Wyman's Private Equity team in North America is looking to hire consultants to support... ...DC, New York, Chicago, Dallas Roles: Senior Consultant and Associates The Role and Responsibilities We are not typical'...PrivateWork experience placement
- ...Consultant Opportunities At Oliver Wyman Oliver Wyman's Private Equity team in North America are looking to hire consultants to... ...DC, New York, Chicago, Dallas Roles: Senior Consultant and Associates The Role and Responsibilities We are not typical'management...PrivateWork experience placement
- ...TritonPoint Wealth in Chevy Chase, MD is seeking an experienced Relationship Manager to partner with Wealth Advisors and support high-net-worth clients in delivering exceptional client experiences and contributing to financial planning. You will serve as a liaison to...Private
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a book of business, provide advised solutions, and deepen client relationships through...
- ...clients on the formation, structuring, and operation of various private investment funds, including private equity funds, hedge funds,... ...company and general partner entity formation documents. Associates counsel fund sponsors and institutional investors on fund governance...Private
- J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings...
- J.P. Morgan Chase in Arlington, VA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions... ..., provide tailored advice, and coordinate with Chase Wealth Management to meet clients' financial needs. The role requires...
$235k - $390k
...We are seeking a finance associate in law school class years 2019 through 2023 to join our market leading Business Restructuring & Reorganization... ...representations, including representing hedge funds, CLOs, private equity funds and other financial institutions in both chapter 1...PrivateFlexible hours- ...Job Overview A law firm seeks a Private Funds Associate with three to six years of experience to join their Asset Management Group in Washington, D.C. The role involves advising clients on the formation, structuring, and operation of private investment funds, including...Private
- JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families. You will help clients navigate wealth solutions, integrating...
$172k - $186k
...looking for a highly motivated, creative, and collaborative attorney to join our unique law firm as a litigation associate. We are not like other private law firms. A majority of our clients are states, local governments, Native American tribes, airports, transit agencies...PrivateFull timeLocal areaImmediate startFlexible hours$200k - $220k
...Private Equity Associate - Bethesda, MD About the Role The Associate will join a middle-market private equity firm with offices in Chicago and the Washington D.C. metro area Our client focuses on distribution, logistics, or industrial and business services sectors...PrivateLocal area- ...this job and more exclusive features. Direct message the job poster from Somers Partnership Executive Search | Family Office | Wealth Management Top-10 bank looking for an accomplished Wealth Advisor based in Washington. Are you a proven Wealth Advisor with...PrivateFull timeWork at office
- ...Associate Role Description Work with clients through all stages of strategy and transformation projects. Manage individual workstreams... ...and/or M&A MUST be through consulting, investment banking, private equity, or corporate strategy / corporate development. Strong preference...Private
$100k - $170k
...Description Digital Finance Transformation – Data Scientist: Senior Associate / Manager – Private Equity Performance Improvement The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity‑held portfolio companies, providing...PrivateInterim roleFlexible hours- ...Matthews Commercial Real Estate Associate Matthews is the fastest growing commercial real estate and technology company in the nation... ...Proactively reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build relationships...PrivateWork at office
- ...Advisor (RIA) in Northern Virginia, is seeking an experienced Wealth Advisor to join its team. This is an opportunity for a client-focused... ...expand the firm's client base. Candidates coming from an RIA, private wealth management firm, wirehouse, independent broker-dealer,...PrivateLocal area
- ...difference. Job Description: Copia is seeking an Associate, Capital Markets with transaction experience in energy, infrastructure... ...Preferred backgrounds include developers, operating companies, private equity, management consulting, or banking. The ideal candidate...PrivateWork at officeFlexible hours3 days per week
$1,000 per month
The Institute for Justice is a national public interest law firm that protects private property rights, economic liberty, and free speech. This entry-level position supports cultivation and stewardship of IJ’s supporters by processing donations of $1,000 and up, producing...PrivateFlexible hours- Wellspring Philanthropic Fund is a private grantmaking foundation dedicated to advancing the realization of human rights and social and... ...THE POSITION Wellspring Philanthropic Fund seeks a Program Associate to join its Global Children’s Rights Program. Through grantmaking...Private
$61k - $80k
...Description The Portfolio Associate supports the oversight and monitoring of OFN’s on- and off-balance sheet borrower loans and investments... ...funds. OFN is a trusted investment partner to the public, private, and philanthropic sectors – foundations, corporations, banks,...PrivateWork experience placementWork at office
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