Private Wealth Associate (Junior-Mid) | Estate Planning
K&L Gates LLP incorporated
K&L Gates LLP is seeking a junior to midlevel private wealth associate to join our growing practice in Charlotte, NC or Pittsburgh, PA. The role involves drafting complex documents, estate and trust administration, research, and client contact. Ideal candidates have 2–5 years of experience, a J.D. from an accredited law school, and admission to PA, NC, or SC (or eligibility to waive). Base compensation is discussed during interviews. #J-18808-Ljbffr K&L Gates LLP incorporated
- K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, focusing on estate and tax planning for high-net-worth families, servicing family offices, and business succession planning. The role involves drafting wills, trust & shareholder...PrivateJuniorPrivate practice
$210k - $330k
...for important and impactful work lead to the same place.K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning for high-net worth families, servicing family offices, and business...PrivateJuniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work$210k - $330k
...Job Description Job Description Private Wealth Associate – Pittsburgh or Charlotte Direct... ...a leading AmLaw 100 firm seeking a junior to mid-level Private Wealth Associate to join... ...for an attorney with experience in estate planning, tax, trust administration, and...PrivateJuniorPrivate practice$210k - $330k
...and impactful work lead to the same place. Job Summary K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning for high-net worth families, servicing family offices, and business...PrivateJuniorTemporary workPrivate practiceWork at officeLocal areaRemote workRelocationFlexible hours- Wealth Management AssociateWealth 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... ...tools and financial planning.DUTIES and RESPONSIBILITIES:...PrivateWork experience placementLocal area
- ...financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top... ...objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance,...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- Grant Thornton is seeking a Private Wealth Services Tax Manager in the US to lead reviews of complex returns and provide income, estate, and gift tax planning for high net worth families and closely held businesses. You will collaborate with the Private Wealth Services...Private
$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...PrivateTemporary workWork experience placement$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...PrivateTemporary workWork experience placement- Job Overview A law firm seeks a highly qualified junior to mid-level associate to join its Structured Finance & Derivatives Practice Group in Charlotte... ...Medical, dental, and vision insurance. 401(k) retirement plan. Paid time off. Potential relocation benefits. #J-18808-...JuniorRelocation package
- ...Junior Tax ManagerWe are seeking a Junior Tax Manager with a specialized focus on trusts and estates. This role requires a hands-on professional with... ...and estate tax compliance, planning, and consulting, and will... ...Experience in public accounting, wealth management, or a...JuniorLocal area
- Morgan Stanley Charlotte seeks a senior service associate to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, deliver an exceptional client experience, and assist with digital tools, portfolio holdings, and proposal tools...Private
- ...Overview A law firm seeks a Corporate M&A Associate with at least 3 years of relevant... ...to support a variety of deals, including private equity transactions. Duties Draft M&A transaction... ...3 years of transactional experience in a mid to large law firm. Experience in M&A and...Private
- ...variety of engagements for private companies and... ...Consulting seeks a Senior Associates to lead and support design... ...successfully designing, planning and executing client... ...Fortune 1000 companies, to Mid-Sized Firms, To Private... ...projectsDevelop junior team membersAny other responsibilities...PrivateWork at office
$138k - $172.5k
Job Description As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$100.35k - $205k
...individual clients and their trusts, estates, family offices, investment... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...consulting projects related to tax planning opportunities and the tax... ...geographic differential associated with the location at which the...PrivatePrivate practiceWork at officeLocal area$155.6k - $306.8k
...Summary Private Equity M&A Strategy... ...and real estate, mergers and acquisitions... ...and building plans that actually... ...junior staff and perform... ...include asset, wealth, and investment... ...engagements for mid-market PE clients... ...geographic differential associated with the...PrivateOdd jobWork experience placementLocal area$189.2k - $372.9k
...Summary Private Equity M&A Strategy... ...and real estate, mergers and acquisitions... ..., synergy planning, and... ...include asset, wealth, and investment... ...engagements for mid-market PE clients... ...eagerness to mentor junior practitionersStrong... ...differential associated with the...PrivateOdd jobWork experience placementLocal area$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important... ...stakeholders. FTI Consulting’s Real Estate Solutions has a singular focus on the real... ...compliance, executive compensation, master planning and development services, cost...PrivateFull time- ...cost and working capital levers, business planning or P&L modeling, working capital... ...implementation. Within these engagements we ensure associates are exposed to multiple areas of the... ...across the world - across the private, public, and social sectors - solve some...PrivateApprenticeshipWork at officeLocal areaEasy work
$73.72k - $164.57k
...firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)... ...investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies Participate in multi...PrivateLocal area- U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across the... .... The advisor uses expertise in investments, banking, and estate planning to frame and deliver tailored strategies. A team of specialists...Private
- ...comprehensive, client-centered wealth management solutions.... ..., and thoughtful planning in all aspects of its... ...of the complexities associated with family office clients... ..., including estate attorneys, CPAs, investment... ...planning, tax concepts, private investments, or...PrivateFull timeWork at office
- ...wide variety of engagements for Private Companies, Fortune 1,000... ...Operations Consulting Senior Associate to support and participate in... ...participate in the designing, planning and executing client engagements... ...complex projects and develop junior team membersSupport the...PrivateFull timeContract workTemporary workFor contractorsWork at officeFlexible hours
- ...role involves acting as a primary advisor to high net worth families, managing investments, estate planning, and philanthropy. Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets. The position offers a...Private
- Winston Taylor is seeking an associate with 4 - 6 years of experience in private equity fund formation. The role requires assisting fund sponsors, reviewing fund documentation, and drafting governing documents related to fund management. Candidates should have significant...Private
- ...to join our growing Advice & Wealth Management division as Relationship... ...increasing share of wallet, private equity, trusts, margin, and... ...impact.4. Support strategic planning for your book of business and... ..., mutual funds, legacy and estate planning, charitable giving,...PrivateFull timeWork at officeRemote workRelocation packageMonday to Friday
- BCG Attorney Search is seeking a Corporate Midlevel or Senior Associate with at least four years of corporate experience to join our Charlotte... ...matters for a diverse client base, including public and private companies and family-owned entities. The role emphasizes drafting...PrivateRemote jobWork at office
$50 per hour
...a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or... ...review tax plans to minimize overall estate and income taxes, with support.Analyze...PrivateFull timeWork at officeLocal area3 days per week- ...branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts....Start working todayRemote work
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