Associate - Private Wealth
BCG Attorney Search
Job Overview A law firm seeks a Private Wealth Associate with 3-5 years of experience to join its team in Washington, D.C. This position is ideal for an attorney with a strong technical background in trusts and estates and tax planning, interested in working with sophisticated, high-net-worth clients in a collaborative environment. Duties Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning matters. Draft and review estate planning documents, including wills, trusts, and charitable planning vehicles. Assist with the administration of estates and trusts, including filings and distributions. Support senior attorneys on wealth transfer strategies, succession planning, and asset protection. Collaborate with internal teams and outside advisors, such as accountants and investment advisors. Utilize fintech applications to enhance the client experience. Requirements J.D. from an accredited law school. 3-5 years of private wealth or trusts and estates experience at a law firm. DC Bar admission or eligibility to waive in; TX or FL Bar admission is a plus. Education J.D. from an accredited law school. Certifications Tax LL.M. or CPA preferred. Skills Strong technical background in trusts and estates and tax planning. Experience with fintech applications is advantageous. Benefits Top-tier reputation and national platform with robust resources. Collaborative and client-focused culture. Clear path to advancement and professional growth opportunities. Entrepreneurial environment supporting business development initiatives. #J-18808-Ljbffr BCG Attorney Search
$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net... ...and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition,...PrivateTemporary workFlexible hours$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net... ...provide a world‑class level of customer service and support. Associate Development Program (ADP) Associates will participate in a robust...PrivateTemporary work$50k - $115k
...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, individuals in this role build trusted relationships through...PrivateTemporary workWork experience placementLocal area- BCG Attorney Search is looking for a Private Wealth Associate in Washington, D.C. The ideal candidate will have 3-5 years of experience in trusts and estates and tax planning, specializing in advising high-net-worth clients. This role involves drafting estate planning...Private
$76k - $82k
AllianceBernstein L.P. in Washington D.C. is seeking candidates for an investment management position within Bernstein Private Wealth Management. This role involves partnering with Advisors to deliver exceptional client service, focusing on asset allocation and wealth...Private- Goldman Sachs is hiring an entry-level Asset & Wealth Management Professional for its Washington, D.C. office. The role involves managing client relationships and providing operational support for ultra-high net worth clients. Candidates should have a Bachelor's degree...PrivateWork at office
- ...District of Columbia, United States About the program Our New Associate Program is a full-time program for individuals who have... ...apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private...PrivateFull timeWork at office
$75k - $160k
Job Description Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth... ...and customers, and leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management...PrivateFull timeTemporary workPart timeLocal area$50k - $115k
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 with clients, individuals in this...PrivateTemporary workWork experience placementLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth...Private
$75k - $160k
...Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and... ...leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs... ...Identification 154680 Job Category Associate Posting Date 11/10/2025, 03:36 PM...PrivateFull timeTemporary workPart time$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- Goldman Sachs Bank AG is seeking a Wealth Management Professional for their Washington D.C. office. In this role, you will leverage your client service skills and financial knowledge to support ultra-high net worth clients. You'll be responsible for managing client relationships...Work at office
- ...Morgan is a global leader in asset and wealth management with assets under supervision... ...management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world’s wealthiest... ...required to perform all job duties associated with the role: FINRA SIE, Series 7, 66 (...PrivateLocal area
$130k - $200k
Glenmede is seeking a Relationship Manager in Washington DC to provide investment advice and management for private clients. The role involves developing and managing investment plans, coordinating with teams, and engaging in business development. Candidates should have...Private$80k - $120k
GENERAL SUMMARY We are a Family Office and Wealth Management firm that originated as a private investment company for our founding family. With over 40 years... ...of the families who partner with JFG. The Associate Advisor plays an integral role in delivering a high‑...PrivateWork at officeFlexible hours- ...client opportunities, and foster relationships to deliver a branded client experience. The ideal candidate possesses over 12 years in private banking or complex financial services, along with strong interpersonal and influencing skills. Join a team committed to client...Private
- A leading financial institution located in Washington, D.C., is seeking an experienced Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have a minimum of six years in Private Banking or Financial Services, a Bachelor...Private
$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...PrivateTemporary workWork at officeLocal area$50k - $115k
Morgan Stanley seeks a Wealth Management Associate in Washington, D.C. This role requires 5+ years of relevant experience and series licenses (7, 66 or 63 and 65). Candidates must have strong interpersonal skills and the ability to support Financial Advisors in client services...$50k - $115k
Morgan Stanley is seeking a Wealth Management Associate in Washington, DC, to deliver exceptional service to clients and support Financial Advisors. This role requires strong interpersonal skills and experience in financial services. The ideal candidate will have 5+ years...- ...CAREER OPPORTUNITY Client Onboarding Specialist TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site Operations &... ...Dynasty Network TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families...PrivateFull timeWork at office
$55k - $75k
...Description Job Description Description: Merchant McIntyre & Associates is a midsize federal grants and government relations firm... ...(Federal Agency, Capitol Hill, nonprofit organization, and/or private sector) Competitive candidates will have prior experience working...PrivateFull timeLocal areaFlexible hours- ...Job Description Job Description Management Consulting Associate Edera L3C/National Coordination Center (NCC) is a fast-growing... ...that is how we work. We bring industry best practices from the private sector to government and from government to the private sector...PrivateFull timeWork at officeRemote workRelocation
- ...Job Overview A law firm seeks an Asset Management Associate with private equity and hedge fund experience to join their team in Washington, DC. Duties Collaborate with the asset management team on private equity and hedge fund matters. Conduct legal research and analysis...Private
$85k - $95k
...Wellspring Philanthropic Fund is a private grantmaking foundation dedicated to advancing the realization of human rights and social and... ...Wellspring Philanthropic Fund seeks a Grants Management (GM) Associate. The GM Associate will be a frontline provider of the grants management...Private$50k - $115k
PowerToFly is looking for a Wealth Management Associate in Washington, DC. In this role, you will provide exceptional service to our clients and support Financial Advisors by cultivating client relationships and assisting with business development. The ideal candidate will...$80k - $120k
JFG Family Office in Arlington, Virginia is seeking an Associate Advisor to support relationship management and coordinate client services in wealth management. The ideal candidate will assist advisors with project management, financial planning, and client communications...Work at office$70k - $80k
Focus Partners in Bethesda, Maryland, is seeking an Associate Wealth Advisor to join their planning-centric team. The role includes developing financial strategies and managing client relationships through active participation in the financial planning process. Qualifications...Work at officeRemote work- ...Bondi Partners is seeking an Associate, Government Relations to join our fast-growing strategic advisory and advocacy firm at the critical intersection of policy, politics, and the private sector. Founded by the former Australian Ambassador to the United States and Australian...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate - Private Wealth. Be the first to apply!
- lead associate Washington DC
- media associate Washington DC
- relationship associate Washington DC
- senior associate Washington DC
- mba associate Washington DC
- cash office associate Washington DC
- fraud associate Washington DC
- remote associate Washington DC
- line associate Washington DC
- parts associate Washington DC


