Senior Private Wealth Services Associate
BCG Attorney Search
Job Overview A law firm seeks a Senior Private Wealth Services Associate for its Austin, Texas office. This full‑time position offers the opportunity to work with a diverse range of clients across various industries, providing sophisticated estate planning and wealth management services. Duties Design and draft complex estate planning documents, including revocable trust agreements and wealth transfer structures. Transfer QSBS stock, business interests, and real estate, addressing entity structures, valuation, and tax implications. Manage complex trust and estate administrations, including modifications and terminations. Conduct legal research and analysis on multijurisdictional estate planning considerations. Requirements Minimum of four to eight years of experience in estate planning for high‑net‑worth individuals. Proven track record in trust and estate administration and tax planning. Strong research, writing, and verbal communication skills. Experience in a fast‑paced law firm setting. Good standing with the Texas Bar or eligibility for admission. Education Graduated from a top‑tier law school or ranked in the top of their class. Certifications LL.M. in Taxation or Estate Planning preferred. Skills Detail‑oriented, organized, and proactive. Ability to supervise and mentor associates and paralegals. Strong leadership ability. Benefits Competitive compensation package. Excellent benefits package. #J-18808-Ljbffr BCG Attorney Search
- A leading global law firm in Austin seeks a highly skilled Associate for its Private Wealth Services Practice. The ideal candidate will have 4-8 years of estate planning experience for high-net-worth clients and be able to manage multiple complex matters. Responsibilities...SeniorPrivateFull timePrivate practice
- ...full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive compensation... ...across the country. Job Requirements We are seeking a senior‑level associate (with a minimum of four to eight years...SeniorPrivateFull timePrivate practiceWork at office
- Bank of America in Austin, Texas, seeks a senior professional to lead the Client Management Process in private banking. The ideal candidate will have at least 12 years of experience in the field and a proven record of new business development. This role requires strong...SeniorPrivateFull time
- ...large financial institution is seeking a Private Banker in Austin, Texas to manage and maintain... ..., advise on investment management and wealth planning, and generate new client... ...experience in Private Banking or Financial Services, hold a Bachelor's Degree, and obtain necessary...SeniorPrivate
- BCG Attorney Search is seeking a Senior Private Wealth Services Associate for its Austin, Texas office. This full-time position involves providing sophisticated estate planning and wealth management services to a diverse clientele. The ideal candidate will have 4-8 years...SeniorPrivateFull timeWork at office
- ...Opportunity RIA Operator/Senior Wealth Advisor Location On-site Austin, TX (hybrid may be considered) Who We Are Skyline Wealth... .... Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next...SeniorPrivateWork at office
- Job Overview A law firm seeks a highly skilled Private Wealth Services Associate for their Austin, Texas office. This full-time position offers the opportunity to work with a diverse range of clients across various industries. The role is ideal for a junior to mid-level...PrivateFull timeWork at office
- Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our Austin office. We offer competitive compensation and an excellent benefits package. GT is consistently...PrivateFull timePrivate practiceWork at office
$200k
...Sr. Wealth Advisor Compensation: $200,000 per year... ...Texas Department: Private Wealth Sales... ...management products and services. About HUB Retirement... ...Job Purpose: As a Senior Wealth Advisor, you will... ...services to referral partner associates in those associates'...SeniorPrivateFull timeWork experience placementLocal area- ...Areas of Interest: Finance; Private Banking Pay Transparency... ...a top U.S.-based financial services holding company with... ...preserve, and protect their wealth is what you'll do as a Private... ...success. Your Client Service Associate will be the direct contact to...SeniorPrivateLocal area
- ...About this role: The Senior Lead Wealth Planning Strategist is a key contributor within Wealth... ...planning, goals-based strategies, private banking, retirement strategies, and specialized... ...are not eligible to be associated with a FINRA-registered broker-dealer....SeniorPrivateWork experience placementLocal area
$76k - $125.3k
...serving the global financial services marketplace and the only professional... ...Banking and Capital Markets, Wealth and Asset Management and... ...facets of hedge fund, private equity fund and mutual fund taxation... ...key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation,... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$72k - $184.44k
...to 20% At PwC, our people in managed services focus on a variety of outsourced solutions... ...for family office clients. As a Senior Associate, you will analyze complex problems, mentor... ...or outsourced finance environment with private equity or family office clients What...SeniorPrivateFull timeH1bWork at office- ...Job Description Job Description Private Wealth Services Associate (1+ Years) – Austin, TX (Onsite) Full-Time | Estate Planning | Competitive Compensation + Bonus Direct Counsel represents a well-regarded Am Law firm seeking a Private Wealth Associate to join its...PrivateFull timePrivate practiceWork at office
- ...TransFund Senior Relationship Manager Tulsa, OK, US, 74101 Irving, TX, US, 75014 Milwaukee, WI, US, 53201 Stillwater, OK, US, 7... ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...SeniorPrivateTemporary workRemote work
- ...Registered Client Relationship Analyst Registered Client Relationship Analysts 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...PrivateWork at officeLocal area
- TwinThread is looking for a Private Client Advisor to provide comprehensive financial planning and advice to clients in Austin, Texas. You will cultivate client relationships, deliver personalized investment solutions, and support clients with their financial needs. This...Private
- At Metric, we don’t play small. We’re a private equity-backed executive and specialist search... ..., and building deep relationships with senior decision-makers across the Construction,... ...bigger stage, own your success, and build wealth doing what you love, then Metric is where...SeniorPrivate
- A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience...Private
$76k - $125.3k
...functional teaming focusing on service delivery for our clients. In... ...experience in handling hedge fund and Private equity K-1s Researching tax... ...understanding of estate and wealth planning Experience with... ...and the confidence to challenge senior colleagues and stakeholders from...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours$160k - $200k
...include many of the world's leading banks, private banks, wealth management firms, life and annuity... ...relationships Engage C-level and senior decision-makers to understand their business... ...in SaaS, fintech, or financial services Compensation: The Base Salary range...SeniorPrivateFlexible hours$88k - $105k
The Assurance Senior will be responsible for coordinating... ...delivery of quality services and products by:... ...performance feedback to Audit Associates Supervises the work... ...or public accounting, private industry accounting or... ...chance to grow their wealth over time as their...SeniorPrivateWork at office- J.P. Morgan Chase is seeking a Private Client Investment Associate in Austin, Texas. In this role, you will provide client service, operational marketing, and support to Private Client Advisors within Wealth Management. Your responsibilities include facilitating operational...
- TwinThread in Austin, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice to clients... ...expertise will cater to individuals and families at various wealth stages. You will focus on client acquisition and retention,...
- A private in-home tutoring company is looking for Intermediate and Senior Math and Science Tutors in Austin. Ideal candidates will empower students based on the Texas curriculum, create customized learning plans and collaborate with parents on student progress. The role...SeniorPrivateFlexible hours
- A leading investment firm in Austin, Texas is seeking a Senior Investment Associate to join its acquisitions team. This role involves sourcing,... ...acquisition to ownership. Candidates should possess strong private equity experience and be capable of handling significant responsibilities...SeniorPrivate
- ...The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm... ...Weaver is looking for a Transaction Tax Advisory Senior Manager to join our growing firm. The team at Weaver helps private equity, strategic, and founder-owned clients...SeniorPrivateLocal areaFlexible hours
- A Texas-based financial institution is seeking a Wealth Advisor/Trust Officer III in Austin. This role involves managing fiduciary relationships, growing assets, and providing exceptional service to clients. Candidates should possess strong fiduciary knowledge and experience...Senior
- Bank of America is hiring a Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves developing wealth transfer strategies for ultra-high net worth (UHNW) individuals and families, focusing on customized planning strategies and client relationships...Private
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