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
- Husch Blackwell is looking for a Private Wealth Associate in Dallas with four to eight years of legal experience in private wealth. The role involves estate planning, trust administration, and collaboration with attorneys across offices. Ideal candidates will possess strong...Private
- BOK Financial Corporation is seeking a Family Office Consultant I in Dallas, Texas. This position involves managing family office services... ...should have a Bachelor’s degree and relevant experience in Trust Administration, demonstrating strong analytical and communication...PrivateHigh net worthWork at office
$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 AssociateApplylocations: Dallas, Texastime type: Full... .... Bernstein Private Wealth Associates are client service... ...-net-worth individuals and families.An Associate will:* Collaborate... ...procedures* Advanced training on trusts & estates, wealth planning,...PrivateHigh net worthFlexible hours
- 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
- 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 Senior Counsel (8+ years) Multiple U.S. Locations | Hybrid... ...private wealth and estate planning practice. This opportunity... ...high-net-worth individuals, families, business owners, and closely... ...owners Counsel clients on trust and estate administration matters...PrivateHigh net worthWork at officeRemote work
- ...award-winning multi-family office and private investment firm, we are... ...reimagining the way wealth is experienced. Our purpose... ...is seeking an Associate, Wealth Advisor (AWA)... ...management, alongside estate, tax and philanthropic... ...time, clarity, and trusted partnership to pursue...PrivateHigh net worthFull timeTemporary workInternshipWork at officeLocal area
- # ASSOCIATE, WEALTH ADVISORDallas Office - Dallas, TX 75219## OverviewLevelExperienced##... ..., award-winning multi-family office and private investment firm, we are... ...management, alongside estate, tax and philanthropic... ...the time, clarity, and trusted partnership to pursue what...PrivateHigh net worthFull timeTemporary workInternshipWork at officeLocal area
- ...Associate, Single Stock Structuring Equity Structuring... ...Stock. Across Wealth Management, Goldman Sachs... ...individuals, as well as family offices, foundations and... ...design. Goldman Sachs Private Wealth Management (PWM)... ...may include tax and estate planning, philanthropic...PrivateHigh net worthWork at office
- 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
- ...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
- ...Description PWM Client Onboarding Technology The Private Wealth Management (PWM) business provides end... ...the firm. As a member of Agile, this Associate‑level Scrum Master will help drive the... ...advocacy service for employees and family members facing critical health...PrivateHigh net worthFull timeWork experience placementWork at office
$150k - $190k
...What you'll be doing As a Private Wealth Business Development Officer... ...wealth clients (individuals, family offices, endowments and foundations... ...of acquiring and maintaining HNW relationships. You have a... ...and you live our values - trust, teamwork, and accountability...PrivateHigh net worthRemote work- 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
- AllianceBernstein L.P. is looking for a Private Wealth Associate in Dallas, Texas. This role involves collaborating with Financial Advisors to support high-net-worth clients, providing services such as portfolio analysis and client meeting preparation. The ideal candidate...PrivateHigh net worth
- ...hiring experienced Wealth Transfer Specialists... ...of understanding estate planning, intergenerational... ...strategies, trust structures, and tax... ...experience advising HNW/UHNW clients with... ...events, succession, and family governance. Label... ...wealth management, private banking, estate...PrivateHigh net worthHourly payPart timeWork at office10 hours per week
- ...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
- 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
- ...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
- ...Originally founded in 1882 as the family office of John D.... ...2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused... ...with Rockefeller Private Advisors to provide holistic... ...Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller...PrivateHigh net worthWork at officeLocal area
- ...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
- ...UHNW Wealth Advisor, Senior Manager Do you enjoy developing experienced... ...including planning, investments, estate planning and trust solutions, private equity, and more. In this role,... ...thoughtful, and deeply trusted by the families they serve. This role is based...PrivateHigh net worthWork at officeRelocation package
- ...Family Office Consultant I Dallas, TX, US, 75001 Req ID: 7820... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Plan (D02) Summary We are a trusted and experienced Financial Institution... ..., investment agency, IRA and estate accounts. Works closely with...PrivateHigh net worthWork experience placementWork at officeLocal area
- ...Description Goldman Sachs’ Asset & Wealth Management Division (AWM) is... ...spanning public and private asset classes, industries, and... ...foundations, individuals and family offices. Asset & Wealth Management... ...171288 Job Category Associate Posting Date 05/26/2026, 07:1...PrivateFull timeWork at office
- ...Serves as the primary Wealth Planning expert... ...-generational trusts, closely held business... ...executives, and private foundations. Partners... ...of the family's current financial... ...structure of the estate and wealth transfer... ...responsible for any associated fee. Fifth Third...PrivateHigh net worthBank staff
$149.52k - $175.9k
...relationships. Builds a team of Banking, Trust and Investment professionals around client... ...expert capable of handling complex wealth and relationship management issues, providing... ...benefits are designed to help you and your family boost your health, protect your financial...PrivateHigh net worthTemporary workWork experience placementLocal area- ...and the desire to be a trusted advisor to ultra-high net... ...side. OUR IMPACT Wealth Management Across Wealth... ...individuals, as well as family offices, foundations and... ...technology, data and design. Private Wealth Management (PWM)... ...may include tax and estate planning, philanthropic...PrivateHigh net worthWork at office
- ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs' Asset & Wealth Management Division (AWM) is... ..., with strategies spanning public and private asset classes, industries, and geographies... ...endowments, foundations, individuals and family offices. Asset & Wealth Management: Change...Private
- ...Fairygodboss is seeking a Settlement Administration Associate in Dallas, Texas to assist with trust administration in Wealth Management Solutions. This role involves coordinating distributions, legal document review, and collaboration with internal partners. The ideal...
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