Private Client Associate - Estate & Wealth Planning
McDermott Will & Schulte
McDermott Will & Schulte in Miami seeks an associate with 2 to 3 years of experience to join our Private Client Practice Group. You will draft standard and sophisticated estate planning documents, support wealth-transfer and international tax planning under senior attorneys, and develop client relationships. Florida Bar admission is required or you will sit for next exam. LLM in Taxation is a plus. We offer a competitive compensation package, top benefits, and opportunities for professional #J-18808-Ljbffr McDermott Will & Schulte
- Job Overview A law firm seeks a Private Client Trust and Estates Associate to join its Miami, FL office. The ideal... ...estates, with a focus on estate planning and administration, and knowledge of... ...matters. Advise on tax-efficient family wealth transfer strategies. Collaborate...SuggestedWork at officeRemote work
- ...international platform is seeking a Private Client Associate for its Florida offices (Boca Raton,... ...attorney with hands-on experience in estate planning and trust and estate administration,... ...estate planning and tax-efficient family wealth transfer strategies, spanning estate,...SuggestedPrivate practiceRemote work2 days per week
- ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider... ...-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- LeoForce seeks a partner-level trusts & estates attorney with a minimum of 6 years of experience to join our Miami office. You will design and implement sophisticated estate plans for high-net-worth clients and lead cross-disciplinary collaboration. You will mentor junior...SuggestedWork at office
- ...seeking a highly qualified, partner-level Trusts & Estates attorney with a minimum of 6 years’ experience.... ...estate, income, partnership, tax, and succession planning. You’ll lead client relationships, mentor associates, and collaborate across the firm on domestic and international...Suggested
- ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading... ...goals-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$130k - $175k
...strategies focused on real estate, private equity, credit,... .... Blackstone Private Wealth was established to answer... ...these firms and their clients as well as providing... ...The Investor Services Associate should exhibit strong... ...life insurance; 401(k) plan; and discretionary bonuses...Local area- Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.... ...delivering against their business plan and client service model Remaining...Work at officeLocal areaWork visa
- ...legal services and client-focused approach.... ...litigation, real estate, bankruptcy, corporate... ..., and succession planning. Key... ...public charities and private foundations. Conduct... ...Supervise and mentor associate attorneys and... ...experience in estate, wealth, or tax planning,...Work at officeLocal area
- ...Estate Planning Attorney A nationally respected, full-service law firm with a long-standing reputation for excellence is seeking... ...with 2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida. This is an exceptional...Private practice
- Kovoro, a boutique private wealth law firm with Brickell offices, seeks an experienced Estate Planning & Trusts Attorney to support a growing Latin American and domestic UHNW client base. You will draft complex trusts, wills, powers of attorney, and healthcare directives...
$180k
...you a sharp and driven Attorney with extensive Estate Planning experience, dealing with sophisticated high-net-worth clients? Do you exemplify our core values: Are you... ...LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection,...Work at office- ...people? We1re looking for a Registered Client Associate to: keep management systems up-to-date with... ...new accounts and service requests plan team marketing events and maintain marketing... ...Your team Youll be working with the Global Wealth Management team in the Miami Branch....Full timeFlexible hours
- The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while...Work at office
- ...international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international tax planning (including...Private practice
$225k - $275k
...vehicles focused on private equity, real estate, public debt and equity... ...Unit:** The Private Wealth Public Funds (PWPF)... ..., Institutional Client Solutions, Finance,... ...and committee meeting planning and preparation of meeting... ...law as a law firm associate or in-house counsel,...Local areaFlexible hours- ...is seeking an experienced Trusts & Estates Partner to join its West Palm Beach... ...and families in sophisticated estate planning, trust administration, wealth transfer, and tax planning matters.... ...brings an established practice, deep client relationships, and a proven ability...Hourly payWork at officeRemote workFlexible hours3 days per week
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where... ...of delivering exceptional wealth management services to ultra... ...orders, fixed income trades and private investments Provide support... ...: Advisor Services, Wealth Planning & Advice, Goal Based...Local area
- Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is... ...experience in a client-facing role within wealth management, financial planning, or investment advisory services Strong organizational...
- Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions...
- ...practice on business and real estate litigation, as well as other disputes... ...include healthcare, estate planning, and outside general counsel work. The firm's clients are mainly businesses, business... ...Florida Bar dues, CLE, and bar association memberships are paid by the...Contract workWork at office
- ...Counsel, a recognized law firm, is seeking a junior-level Tax Associate to join its International Tax practice in Miami. This... ...an LL.M. in Taxation. Responsibilities include advising clients, managing tax planning matters, and collaborating with attorneys. #J-18808-Ljbffr...
$95k - $125k
...law firm is looking for an experienced estate planning and elder law attorney. We require a highly... ...you! Responsibilities: • Assist clients effectively by understanding their needs... ...membership with the ABA (American Bar Association) Compensation: $95,000 - $125,000 • Assist...Full time- Probate, Trust, and Estates Attorney in Miami, FL. Overview Probate, Trust, Estate & Tax Attorney... ...grow your career in a well-established, client-focused firm? We’re hiring a Probate,... ...Background: Strong knowledge of Estate Planning, Probate Administration, Trusts, and handling...Immediate start
- BCG Attorney Search seeks a Trusts and Estates Attorney in Miami, FL to lead complex estate planning for high-net-worth clients. The role emphasizes drafting trusts, wills, powers of attorney, and tax planning documents, while guiding clients through sophisticated asset...
- Elderly Care Law Firm in Miami, Florida, seeks an experienced estate planning and elder law attorney for full-time work. You will draft wills, trusts, and powers of attorney, and advise clients on Medicaid, retirement plans, and asset distribution. The role requires strong...Full time
- DarrowEverett LLP is seeking an experienced Trust & Estates Attorney with immediate availability in... ...experience with high-net-worth estate planning, sophisticated trust and tax strategies,... ...skills, the ability to manage multiple clients, and a discreet approach to confidential...Immediate start
- ...Overview A law firm seeks a Trusts and Estates Attorney in Miami, FL. The ideal candidate... ...Duties Provide legal guidance on estate planning, business formation, and special needs... ...estate and tax planning documents. Assist clients in asset protection and preservation...
- DarrowEverett LLP is looking for a Trust & Estates Attorney with immediate availability. The candidate must have excellent communication... ...& Responsibilities Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, and related...Immediate start
- Job Description Job Description Miami, FL (Onsite) Estate Planning attorney, High Net worth and sucsession Planning 3+ years experience.
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