Private Wealth Associate: Estate & Trusts for HNW Families
$235k - $365kKatten Muchin Rosenman LLP
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities include managing estate planning, administration, and filings for high-net-worth clients. The estimated salary range for this position is between $235,000 and $365,000, depending on various factors including previous experience and job history. #J-18808-Ljbffr Katten Muchin Rosenman LLP
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Associate: Estate & Trusts for HNW Families in Dallas, TX vacancy
- ...Trust Officer Are you a quick-thinking... ...passion for helping families achieve their long... ..., tax and wealth management professionals... ...administer trusts, estates and other fiduciary... ...of Goldman Sachs Private Wealth Management.... ...services firm, or as an associate practicing in the...PrivateHigh net worthWork at office
- ...IMPACT Goldman Sachs Family Office (GSFO) is in search of an Associate to support an... ...technology driven estate planning offering for... ...following: U.S. tax, trust and/or estate advisory... ...OUR IMPACT Across Wealth Management, Goldman... .... Goldman Sachs Private Wealth Management (...PrivateHigh net worthWork experience placementWork at officeLocal area
- ...Title Settlement Administration Associate in Wealth Management Solutions, Trust & Estates Job Description J.P.... ...leading investment management and private banking solutions. Asset Management... ...Management helps individuals, families and foundations take a more intentional...PrivateHigh net worth
$235k - $365k
...seeks a highly qualified Associate to join its premier Private Wealth Department, working from... ...experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is... ...working with high-net-wealth families and family office...PrivateHigh net worthWork at office- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...net worth individuals and families, as well as select institutions... ..., which may include tax and estate planning, philanthropic... ...relationships by acting as a trusted advisor who delivers holistic...PrivateHigh net worth
- ...Committee Governance - Private team is seeking a professional... ...Also, within Asset and Wealth Management, our premier... ...net worth individuals, family offices, foundations,... ...'s degree required Associate level with minimum 1 to... ...oral Ability to build trust and confidence of...PrivateHigh net worth
- Job Description Private Wealth Management (PWM) Goldman Sachs Private... ...high net worth individuals and families, as well as select... ..., which may include tax and estate planning, philanthropic planning... ...relationships by acting as a trusted advisor who delivers holistic...PrivateHigh net worthFull timeWork at office
- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...net worth individuals and families, as well as select institutions... ..., which may include tax and estate planning, philanthropic... ...relationships by acting as a trusted advisor who delivers holistic...PrivateHigh net worth
- ...markets and the desire to be a trusted advisor to ultra-high net... ...the Investing side. Across Wealth Management, Goldman Sachs helps... ...worth individuals, as well as family offices, foundations and endowments... ...employees. Goldman Sachs Private Wealth Management (PWM) specializes...PrivateHigh net worthWork at office
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120... ...and referral partners to support HNW/UHNW clients. Not a build-from-scratch... ...Background in wealth management, private banking, or advisory Exposure to estate planning or fiduciary solutions...PrivateHigh net worthLocal areaRemote work- ...Senior Associate, Yardi Administrator The Goldman Sachs Group is a bank holding company... ...around the world. The Asset and Wealth Management Division (AWM) is looking... ...offering dedicated support for the AWM Private Real Estate Investing platform. Asset and Wealth...PrivateHigh net worthWork at officeWorldwide
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry... ...Investment Management Type Privately Held About the Role The... ...preference for those with exposure to HNW/UHNW client service or financial planning...PrivateHigh net worth
Confidential
Dallas, TX3 days ago - ...HilltopSecurities is looking to hire a Wealth Management Associate. The Wealth Management Associate is... ...MIN and Correspondent firms who manage private portfolios for both high net worth individuals... ...-term client relationships based on trust and personal service. As a part of our...PrivateHigh net worth
- A leading financial institution is seeking a Private Wealth Trust Sales Advisor in Dallas. The role involves building and managing relationships with ultra-high net worth clients, ensuring exceptional service delivery, and identifying financial solutions. Successful candidates...PrivateHigh net worth
- Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas Job Description... ..., which may include tax and estate planning, philanthropic... ...alignment. Client Relations: Build trusted relationships with clients and...PrivateHigh net worthFull timeWork at office
- ...Wealth Management Professional Are you a quick-thinking... ..., as well as family offices, foundations and... ...design. Goldman Sachs Private Wealth Management (PWM)... ...which may include tax and estate planning, philanthropic... ...153860 Job Category Associate Posting Date 04/06/2...PrivateHigh net worthWork at office
- Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - Dallas Job Description YOUR IMPACT Equity Structuring... ...worth individuals, as well as family offices, foundations and... ...beyond, which may include tax and estate planning, philanthropic...PrivateHigh net worthFull timeWork at office
- Aprio Talent Solutions is seeking an Estate & Trust Tax Partner for a well-regarded public accounting firm. This remote role focuses on leading tax planning and compliance for high-net-worth clients, requiring 10+ years of experience and an active CPA license. Responsibilities...High net worthRemote job
- ...Associate, Wealth Advisor Dallas Office - Dallas, TX 75219 Overview Level Experienced... ...an independent, award-winning multi-family office and private investment firm, we are reimagining... ..., risk management, alongside estate, tax and philanthropic planning considerations...PrivateHigh net worthFull timeTemporary workInternshipWork at officeLocal area
- Asset & Wealth Management, Wealth Advisory Services, Tax Policy &... ...partnerships, S corporations, privately held C corporations, and LLCs... ...complex income tax and estate planning inquiries pertaining... ...national office, or a sophisticated family office environment is highly...PrivateHigh net worthWork at office
- ...sitemap_outline CORPORATE TITLE Associate language OFFICE LOCATION(S)... ..._balance DIVISION Asset & Wealth Management What We Do At Goldman... ...possibilities? Start here. Private Wealth Management (PWM) Private... ...individuals, as well as family offices, foundations, endowments...PrivateHigh net worthFull timeTemporary workWork at officeImmediate start
- ...worth individuals and families, but you are tired... ...expanding their HNW and UHNW individual... ...matters: Flexibility, trust, and sustainability... ...trust and estate income tax matters... ...investment income, private equity, and hedge funds... ...• Coordinate with wealth managers, attorneys...PrivateHigh net worthLive inWork at officeRemote workFlexible hours
Benaiah Consulting Group. LLC
Dallas, TX6 days ago - ...planning and preparation, estate planning, cash flow... ...success in this role. Wealth Management Across... ...individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM)... ...165270 Job Category Associate Posting Date 04/09/2...PrivateHigh net worthWork at office
- A leading global investment firm is seeking a dynamic Private Wealth Advisor to provide comprehensive investment solutions for ultra-high net worth clients. This role requires strong interpersonal skills, collaboration with partners, and a thorough understanding of financial...PrivateHigh net worth
- ...planning and preparation, estate planning, cash flow... ...this role. OUR IMPACT Wealth Management Across Wealth... ...individuals, as well as family offices, foundations and... ..., data and design. Private Wealth Management (PWM)... ...Identification 165270 Job Category Associate Locations Dallas, Texas...PrivateHigh net worthFull timeWork at office
- ...interpretation and sophisticated wealth management. You will drive... ..., S Corporations, privately held C corporations, and LLCs... ...resolving complex income tax and estate planning inquiries pertaining... ...national office, or a sophisticated family office environment is highly...PrivateHigh net worthFull timeWork at office
- ...PWM Client Onboarding Technology The Private Wealth Management (PWM) business provides end to end Investment Management services and... ...line of agility within the firm. As a member of Agile, this Associate-level Scrum Master will help drive the success of individual...PrivateHigh net worthWork experience placement
The Goldman Sachs Group
Dallas, TX14 hours ago $110.25k - $235.81k
The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible... ...and internal COIs on estate planning techniques... ...wealth management for HNW and UHNW clients, or... ...issues pertinent to UHNW families. You have good... ...benefits to eligible associates, such as Paid Time Off...PrivateHigh net worthWork at officeLocal areaFlexible hours- ...financial institutions, governments and individuals. Asset & Wealth Management Division Across Asset and Wealth Management (AWM), Goldman... ...customers around the world to reach their financial goals. The Private Wealth Management (PWM) business within AWM provides...PrivateHigh net worthBank staff
- ...Manager - Special Needs & Trust Administration Dallas, TX |... ...involving Special Needs Trusts, estate administration matters, and... ...beneficiaries, caregivers, family members, attorneys, and... ...Background from a trust company, wealth management firm, private bank, family office, or...PrivateHigh net worthWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Associate: Estate & Trusts for HNW Families. Be the first to apply!
Related searches