Private Wealth Trusts & Estates Associate
Curtis
Curtis, Mallet-Prevost, Colt & Mosle LLP in New York seeks an Associate for its Trusts & Estates / Private Client practice. The role offers work on sophisticated domestic and cross-border private client matters for high-net-worth individuals and families, family offices, and fiduciaries. The associate will handle estate planning, trust administration, tax planning, and fiduciary issues, collaborating with partners and senior attorneys to deliver integrated solutions. #J-18808-Ljbffr
- Brown Brothers Harriman is seeking a Wealth Planner to join the Private Banking team in New York. You will support the Senior Wealth Planner, collaborate... ...Management and Banking teams, and deliver integrated trust, estate, philanthropic, and tax guidance to current and...PrivateLocal area
- ...Curtis is seeking to hire an Associate to join its Trusts & Estates / Private Client practice in New York. The position offers the opportunity to work... ...work who is interested in developing a broad private wealth practice. The ideal candidate will be intellectually...PrivatePrivate practiceLocal area
- ...assisting a highly regarded AmLaw firm in its search for a Trusts & Estates Associate to join its private client practice. The associate will work across the... ...The practice handles sophisticated estate planning, wealth transfer, trust and estate administration, tax...SuggestedPrivate practiceWork at officeLocal area3 days per week
- A leading New York law firm is currently seeking a Trusts and Estates Associate with previous experience and an LLM. Candidates should have background... ...inclusion across our business and creating equitable pathways.Discipline(s): Legal Private PracticeJob type: PermanentPrivatePermanent employment
- ...Job Description Trusts & Estates Partner | Private Client Services | Portable Book of Business \n Location: New York \n A nationally recognized... ...partner looking to grow a sophisticated private wealth practice within a collaborative platform serving high-net...PrivateFor contractorsPrivate practiceWork at office
- ...Brown Brothers Harriman in New York seeks an accomplished trusts and estates attorney to serve as Counsel behind our premier private wealth franchise. You will cover three trust companies day-to-day, advise senior management, shape policy, review instruments and negotiate...Private
$117k - $156k
...Responsibilities \n \n Serve as a trusted advisor to investors, delivering consultative... ...of advisors primarily from traditional wealth management backgrounds. \n \n \n Licensing... ...(financial advisor, wealth advisor, private client advisor), wealth management, or a...Private- ...Northern Trust seeks a Senior Private Wealth Director to lead and deepen relationships with high-net-worth clients. You will coordinate across wealth advisory and private client services, orchestrating specialists to deliver holistic financial solutions and drive long-...Private
- ...Wealth Management, Regional Trust Team Lead, Executive Director New York, NY, United States Job Identification... ...Job Description The J.P. Morgan Private Bank offers individuals and families... ..., capital markets, trusts & estates, and banking capabilities. For over...PrivateFull time
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...will possess the credibility to cultivate trusting relationships with established clients and with...PrivateFull time$230k - $400k
...Tax, Trusts & Estates Associate Locations: Wilmington, DE; Miami, FL; Boca Raton, FL; Palm Beach, FL... ...implementation of estate planning and wealth-transfer strategies. Draft and review... ..., Trusts & Estates, Estate Planning, Private Client, or a closely related practice....- ...TitleInfrastructure And Real Estate Investment UnderwriterJob DescriptionKey... ...investment performance and associated risks.Review GP and asset... ..., real estate, and/or private equity investments, including... ...the TeamJ.P. Morgan Asset & Wealth Management delivers industry-...PrivateContract work
$200k - $225k
...Job DescriptionJoin us as a Wealth PlannerBrown Brothers Harriman... ...Wealth Planner to join our Private Banking team in New York. In... ...proactive and integrated trust, estate, philanthropic and tax guidance... ...participating in legal associations, community-based organizations...PrivateFull timeLocal area$116.25k - $159.64k
...opportunity to expand your career in Private Wealth tax and accounting, becoming... ...can see yourself as a trusted business advisor, working... ...held businesses and trust and estate workOversee and provide... ...and Teach philosophy, helping associates meet their professional goalsEnjoy...PrivateWork at officeLocal area$180k - $225k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting... ...Our investment managers, tax and estate planning professionals work... ...Director, Business Development, Private Wealth Management, Wealth Director...PrivateWork at officeLocal area- ...Specialist, Vice PresidentJ.P. Morgan Asset & Wealth Management, with client assets of $2.8... ...and banking services including trusts and estates, loans, mortgages and deposits.J.P. Morgan... ...channels, including J.P. Morgan Private Bank.As a Deposit Sales Specialist, Vice...Private
$150k - $190k
...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... ...you. You bring your real self to work and you live our values - trust, teamwork, and accountability.California residents — your privacy...PrivateFull timeRemote work$170k - $300k
...000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial... ...and Lending Advisors act as trusted advisors to many of the world’... ...Hedge Funds, Commercial Real Estate, Private Share Lending to more...PrivateFull timeFor contractorsLocal area- ...Area Product OwnerWithin J.P. Morgan Wealth Management, Wealth Management Solutions... ...branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product... ..., lending, banking, mortgages, trusts & estates, insurance, and retirement. Our team of...Private
- JPMorganChase & Co. in New York, NY seeks a Regional Trust Team Leader (Executive Director) to oversee the trusts and estates function for UHNW clients within the Private Bank. You will lead a senior team, develop talent, and drive fiduciary opportunities while maintaining...Private
$236.56k - $414.12k
...About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized... ...technology and exceptional service. Private Wealth Director The Private Wealth Director... ...principles including investment, tax planning, estate planning, and family governance ~...PrivateTemporary workLocal areaFlexible hours- ...Tax Partner – UHNW, Trusts & Estates Location: New York Metro / Long Island Work Arrangement... ...Partner to help lead and expand its Private Client practice. Interested in... ...whose tax considerations span personal wealth, closely held businesses, investments,...PrivateTemporary workFor contractorsPrivate practiceLocal areaFlexible hours
$200k - $220k
...with a highly regarded New York law firm seeking a Trusts & Estates Associate to join its sophisticated private client practice. Anticipated compensation is $200K... ...of sophisticated matters, including: Estate and wealth transfer planning Trust and estate administration...Private practiceWork at office3 days per week$100k
...and a stronger community of associates united by our mission. At Capital... ...ones “I can succeed as a Private Wealth Advisor at Capital Group.”As... ...as accounting, taxation, estate planning, business transition... ...You are a knowledgeable and trusted advisor to sophisticated high...PrivateFull timeTemporary workLocal areaFlexible hours$175k - $200k
...investment strategies focused on real estate, private equity, credit, infrastructure, life sciences... ...), and Instagram. Blackstone Private Wealth was built to capture the significant... ...engagement skills. They will act as a trusted advisor to financial intermediaries and...PrivateFull timeWork at officeLocal area- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance...PrivateWork at office
$220k - $415k
...Deutsche Bank is seeking a Private Banker to cultivate client relationships within Wealth Management. Responsibilities include generating substantial annual revenue and ensuring compliance standards are met. The ideal candidate will have relevant experience, strong sales...Private- ...Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support. You will profile client objectives, determine risk tolerance and timelines, and deliver suitable...Private
$175k - $225k
...careers to take flight. Lazard Wealth is the firm’s wealth... ...tailored advice. We serve as a trusted advisor, providing objective,... ...are seeking a senior tax and estate planning expert to serve as the... ...tax planning, gained within a private client law practice, a national...PrivatePrivate practiceWork at officeLocal area- ...PIMCO is a global leader in fixed income investing and serves US Private Wealth clients through Growth Markets solutions. The Associate/Senior Associate role emphasizes portfolio construction, performance attribution, and tailoring investment solutions for sophisticated...Private
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