Associate - Private Wealth Services
$310kDirect Counsel
Job Description
Job Description
Private Wealth / Estate Planning Associate (3+ Years) – Chicago, IL | Hybrid
Company: Direct Counsel represents a reputable law firm
Job Type: Full-Time | Hybrid (3 days in-office)
Overview
Direct Counsel is seeking a Private Wealth Associate to join a top-tier law firm in Chicago. Work with high-net-worth individuals, entrepreneurs, and fund principals on sophisticated estate planning, tax strategy, and wealth transfer matters.
Responsibilities
- Design and implement advanced estate and tax planning strategies
- Draft complex estate planning documents (Wills, SLATs, GRATs, ILITs, etc.)
- Advise on trust and estate administration and tax filings (Forms 706 & 709)
- Handle trust modifications, decanting, and restructuring strategies
- Support family office structuring, philanthropy, and governance planning
Qualifications
- J.D. or LL.M. with 3+ years of estate planning experience
- Strong background in estate, gift, and GST tax planning
- Experience drafting sophisticated estate planning documents
- Familiarity with multi-jurisdictional or cross-border tax issues is a plus
- Illinois Bar admission (or eligibility within 2 years) required
Compensation & Benefits
- $310,000 base salary + bonus
- Hybrid schedule (3 days in-office, Chicago)
- Full benefits: medical, dental, vision, 401(k)
- PTO, disability coverage, and more
Vacancy posted 24 days ago
Similar jobs that could be interesting for youBased on the Associate - Private Wealth Services in Chicago, IL vacancy
$68k - $73k
...AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors to provide... ...asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates...PrivateAllianceBernstein L.P
Chicago, IL14 hours ago$75k - $90k
...independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help... ...more at . Role Overview The Associate, Private Wealth Client Services plays a key role in delivering...PrivateFull timeTemporary workWork at officeLocal areaCresset
Chicago, IL1 day ago$25.77 - $34.33 per hour
U.S. Bank is seeking a Private Wealth Management Associate in Chicago, IL. In this role, you will function as the primary contact for clients, facilitating... ...with strong communication skills and a proven customer service background. The role comes with comprehensive benefits...Private$68k - $73k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and...PrivateFlexible hoursAllianceBernstein
Chicago, IL1 day ago- Overview We are a private wealth law practice seeking a junior associate focused on trusts and estates matters. This is an opportunity to work across a variety... ...Support client engagements with a strong focus on service and responsiveness Collaborate with team members on...PrivatePrivate practiceLocal area
- ...Overview Our client, a Chicago-based, full-service law firm, is seeking a junior associate to join its Private Wealth Services practice group. Requirements 1 to 2 years of private wealth management experience, including probate and estate planning work, gained at a sophisticated...PrivatePrivate practice
Atticus Recruiting Inc
Chicago, IL4 days ago $68k - $73k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra... ...developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and...Private$68k - $73k
Bernstein Private Wealth Management in Chicago is seeking an Associate to join their team. The role requires strong analytical and communication skills to assist... ...Financial Advisors and provide exceptional client service. Associates will participate in a comprehensive training...Private$70k - $160k
...Wealth Management Professional Are you a quick-thinking self-... ...starter with a passion for client service, the desire to work closely... ...and design. Goldman Sachs Private Wealth Management (PWM)... ...Identification 176548 Job Category Associate Posting Date 06/12/2026, 0...PrivateFull timeTemporary workPart timeLocal areaThe Goldman Sachs Group, Inc.
Chicago, IL4 days ago$70k - $160k
...thinking self-starter with a passion for client service, the desire to work closely with... ...solve and to think outside the box? Our Wealth Management Professionals support all aspects... ...-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...PrivateFull timeTemporary workPart timeLocal areaThe Goldman Sachs Group
Chicago, IL2 days ago- ...Product Specialist, Associate The Product Specialist team serves as... ...investors we serve. Working across private and liquid credit strategies and within institutional, wealth, insurance, and global... ...Wealth Distribution, Investor Services and Operations on onboarding and...PrivateWork at office
Antares
Chicago, IL21 hours ago $85k - $95k
...Harrison Gray Search has partnered with a privately‑held wealth management firm in the Western Suburbs... ...a white‑glove, relationship‑driven service model that the team takes real pride... ...We are looking for a Wealth Service Associate to step into a pivotal role supporting...PrivateFull timeWork at officeFlexible hours$230k - $275k
...industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider... ...with attorneys across our offices in the Financial Services & Capital Markets strategic industry group. Maintain high professional...PrivatePrivate practiceWork at officeImmediate start$25.77 - $34.33 per hour
...career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking...PrivateTemporary workWork experience placementWork at officeLocal area$70k - $160k
...Wealth Management Professional Are you a quick-thinking self-... ...starter with a passion for client service, the desire to work closely... ...and design. Goldman Sachs Private Wealth Management (PWM)... ...Identification 176548 Job Category Associate Posting Date 06/12/2026, 0...PrivateFull timeTemporary workPart timeLocal area$100k - $125k
...Associate Director, Private Wealth Client Services Chicago Office - Chicago, IL 60606 Overview Salary Range $100,000.00 - $125,000.00 Salary/year Level Experienced Description Cresset is a firm built by clients, for clients. As an independent, award-winning...PrivateFull timeTemporary workWork at officeLocal area- ...Search, LLC is looking for a Client Advisory Associate in Chicago, IL to support senior... ...have at least 2 years of experience in wealth management, family office, or financial... ...collaborative environment focused on client service. #J-18808-Ljbffr Connect Search, LLCWork at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager... ...Investment Management Type Privately Held About the Role The Company... ...those with exposure to HNW/UHNW client service or financial planning. A CFP® certification...Private
$85k - $95k
Harrison Gray Search seeks a Wealth Service Associate in the Chicago Western Suburbs, IL. This hybrid position involves supporting a Lead Advisor and ensuring high-quality client experiences. Ideal candidates will possess strong communication skills and a service mindset...$225k - $420k
A leading law firm is seeking an associate for their Chicago office in the Private Wealth practice. Candidates should possess 2-4 years of experience in Trusts & Estates at a recognized law firm. The ideal candidate will have excellent academic credentials, strong interpersonal...PrivatePrivate practiceWork at office$215k - $275k
Permanent Placements LLC is seeking an experienced Private Wealth Associate to join a leading national law firm's trusts and estates practice. This role focuses on advising high-net-worth individuals on sophisticated estate planning, including drafting wills and management...PrivatePermanent employment$225k - $420k
A top law firm in Chicago is seeking a Trusts & Estates Attorney to join its private wealth practice. The role involves working with high-net-worth individuals on sophisticated estate planning, tax advisory, and trust administration. Ideal candidates will have at least...PrivatePrivate practice- A mid-sized Chicago-based law firm seeks a smart and talented Trust & Estates Associate for its Private Wealth practice. This partnership track position involves managing client relations and drafting legal documents, offering significant visibility in a collaborative...PrivatePrivate practice
$225k - $420k
Katten Muchin Rosenman LLP is looking to hire an associate for their thriving Private Wealth practice. The associate would be resident in Katten's Chicago office. Candidates should have 2-4 years of experience in the Trusts & Estates practice at a nationally recognized...PrivatePrivate practiceWork at office- ...A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in... ...include establishing client relationships, providing exceptional service, and leveraging investment opportunities from the firm. The...Private
Goldman Sachs Bank AG
Chicago, IL3 days ago $230k - $275k
Husch Blackwell in Chicago is seeking a Private Wealth Associate with 4-8 years of experience. The role involves sophisticated estate planning, drafting, and collaborating with attorneys across offices. The ideal candidate will possess excellent academic credentials and...Private$125k - $145k
...clients worldwide, across a wide range of services, including the Transaction Opinions,... ...Services (REVS) team is recruiting for a new Associate. We have availability in our Los Angeles... ...with many leading REITs, real estate private equity firms, and real estate operators,...PrivateWorldwideHoulihan Lokey
Chicago, IL13 hours ago$215k - $275k
Our client, a leading national law firm, is seeking a Private Wealth Associate with 4-8 years of experience to join its established trusts and estates practice. This position is open across multiple U.S. offices, with a preference for candidates located in Chicago, Dallas...PrivatePermanent employmentPrivate practiceRemote work$105k - $120k
...Operations function. The Reconciliation Senior Associate is part of the Guggenheim Investments... ...‑5 years of experience in the financial services industry, specifically back‑office... ...Prior experience in an Asset Management, Private Equity, or Alternative Investment firm....PrivateWork at office- ...Guggenheim Securities ("GS") is seeking experienced Associates to join our Investment Banking Global Services team in Chicago. The Associate will join our highly... ...responsible for providing advisory services to private equity firms and corporate clients with a strong emphasis...PrivateInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate - Private Wealth Services. Be the first to apply!
Related searches
- trading associate Chicago, IL
- program associate Chicago, IL
- selling associate Chicago, IL
- immigration associate Chicago, IL
- grants associate Chicago, IL
- associate solutions consultant Chicago, IL
- onboarding associate Chicago, IL
- associate attorney Chicago, IL
- transaction processing associate Chicago, IL
- associate professional Chicago, IL