Private Wealth Associate
$235k - $365kKatten
Katten, a Global Am Law 100 law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from its Dallas office. 2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is required. Experience working with high-net-wealth families and family office structures, trust and estate planning estate administration, probate filings, preparing and filing estate tax and gift tax returns, and related activities is preferred. All candidates must have excellent academic credentials, strong interpersonal skills, and a client-team focused work ethic. Qualified candidates should attach a copy of their resume and law school transcript with their application. The estimated salary range for this position is $235,000 to $365,000. Salary determinations are based on numerous factors, such as, but not limited to class and graduation year, job history, and experience within the desired practice area of the selected candidate. #J-18808-Ljbffr
- ...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,...Private
- ...Associate, Private Wealth Client Services Dallas Office - Dallas, TX 75219 Overview Level Entry Description Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining...PrivateFull timeTemporary workWork at officeLocal area
- ...Job Overview A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. The ideal candidate will have 2-4 years of experience in high net‑worth estate planning within a recognized Trusts & Estates practice. Duties...PrivateWork at office
$230k - $275k
...locations across the United States, dedicated to our clients and the industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider candidates for any of our offices, including our...PrivatePrivate practiceWork at officeImmediate start- ...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 Associates participate in the Associate Development...PrivateWorldwide
- ...Wealth Management Associate Dallas, Texas, United States Allworth Financial is an independent investment financial advisory firm that specializes... ...for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor....PrivateFull timeContract workTemporary workPart timeInternshipImmediate startFlexible hours
- ...Job Description Job Description Dallas | Hybrid Private Wealth Associate Attorney AmLaw 100 Opportunity Compensation $235,000 – $375,000+ A highly respected national law firm is seeking a Private Wealth Associate Attorney to join its Dallas office. This...PrivateWork at office
- ...Private Wealth Director Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world...PrivateTemporary workWork at officeFlexible hours
$100k
...Description Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is... ...sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world...PrivatePart timeWork at officeFlexible hours- ...technology—delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique... ...Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading...Private
$100k
...Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over... ...(ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world...PrivatePart timeWork at officeFlexible hours- Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing...PrivateFull time
$45k - $85k
...developing the skills to lead and scale a team. Your Path: From Associate Trainee to Vice President The LCElite Program provides a... ...consistency, improve closing ratios, increase production Phase 3: Wealth Management Associate (12–24 months) Outcome: Vice President Track...Traineeship- ...passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and nurture client relationships through...Work experience placementWork at officeLocal areaFlexible hours
- ...compound interest. What began as a modest, privately-owned real estate development company... ...Overview Leon Capital Group is seeking an Associate General Counsel, Financial Services... ...Financial Services Group ("FSG"), including its wealth management, insurance and reinsurance,...PrivateWork at office
$45k - $85k
...advance as quickly as they are willing to work. Your Path: From Associate Trainee to Vice President Our LC Elite Program is a proven 2‑... ...this elite track—advancing to Junior Associate, progressing into Wealth Management Associate, and ultimately positioning yourself to...Traineeship- ...Goldman Sachs Bank AG is seeking an experienced recruitment partner for their Private Wealth Management team in Dallas, Texas. This role requires a deep understanding of private wealth management, exceptional stakeholder management, and a focus on enhancing candidate...Private
$95k - $160k
...Jobot Pro hosting this job. Compensation Based on Experience. Associate, Transaction Advisory Services $95000 - $160000 per year | Boston... ...services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence...PrivatePermanent employmentLocal areaFlexible hours- Endurance Investment Partners (EIP) is seeking a highly motivated and experienced Associate to join our Dallas-based team. EIP is a private equity firm focused on providing flexible partnership capital and strategic liquidity solutions across the energy and infrastructure...PrivateFlexible hours
- ...Private Equity Deal Team Associate - Cleveland or Dallas The Associate will join an established Dallas based private equity firm focused on lower middle market investments, acquiring businesses with $3-15M EBITDA. They primarily invest in the business services, industrial...PrivateSummer workLocal area
$70k - $100k
...Senior Associate - Private Equity Fund Accounting Full-time | Department: Client Services | Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment...PrivatePermanent employmentFull timeWorldwideFlexible hours$112.5k - $160k
...Associate Boston; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PEwhere sponsors and CFOs meet. Through financial consulting rooted in data, technology,...PrivateWork at officeLocal areaRemote work2 days per week$90k - $130k
Description Alvarez & Marsal Private Equity Performance Improvement Associate: CFO Services Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services...PrivateWork experience placementInterim roleImmediate startFlexible hours$355k - $410k
...Senior Associate, Corporate & Private Equity Make Big Deals Happen – Senior Associate, Corporate & Private Equity Level up your legal career with a top-tier AmLaw 100 firm redefining what it means to practice at the highest level. You'll want to keep reading if you...Private- ...strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies...PrivatePermanent employmentWork at office
- ...and an environment that rewards hard work and ambition. As an Associate at Matthews™, you will join a team redefining success in commercial... .... Proactively reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build...PrivateWork at office
- ...administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate... .... Position Overview Standish Management is looking for associates to join our fund administration team. With guidance from the team...PrivateWork at office
$100k - $170k
...Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides solutions to preserve and...PrivateFull timeInterim roleFlexible hours$97.75k - $150k
...We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to...PrivateTemporary workWork experience placementInterim roleWork at officeLocal areaRemote work2 days per week- ..., we focus on solutions that serve our customers, support our associates, and strengthen our communities. Since 1940, we've remained committed... ...for the sixth year running, an honor awarded by Deloitte Private and The Wall Street Journal, celebrating the exceptional...PrivateImmediate start
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