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
- ...Associate In Private Wealth Services Practice Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a highly... ...of industries across the country. We are seeking a senior-level associate (with a minimum of four to eight years...SeniorPrivateFull timePrivate practiceWork at office
- ...include ensuring compliance with fiduciary standards, developing business through relationships, and delivering exceptional client service. This role offers a unique opportunity to contribute to a dynamic team in the Private Wealth sector. #J-18808-Ljbffr BOK FinancialSeniorPrivate
- Texas Capital is seeking a Senior Portfolio Manager to join Credit Administration, supporting the Private Wealth line. The Portfolio Manager will own underwriting for credit requests, collaborating with Analysts, Associates, and Relationship Managers to assess risks and...SeniorPrivate
- BCG Attorney Search seeks a Senior Private Wealth Services Associate for its Austin, Texas office. The role involves drafting complex estate planning documents and handling wealth management matters for high-net-worth clients in a fast-paced setting. Ideal candidates bring...SeniorPrivateWork at office
- ...provide insightful investment solutions. The role requires a minimum of seven years’ experience in private banking or financial services, along with a strong understanding of wealth management. Ideal candidates will hold a Bachelor’s degree, with preferred qualifications...SeniorPrivate
- A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant...SeniorPrivate
- A prestigious law firm located in Austin is seeking a highly skilled Senior-Level Associate for its Private Wealth Services Practice. The role requires a minimum of four to eight years of experience in sophisticated estate planning for high-net-worth clients. Responsibilities...SeniorPrivateFull timePrivate practice
- BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions... .... This position offers an opportunity to make substantial contributions to client wealth management. #J-18808-Ljbffr BOK FinancialSeniorPrivate
- ...A leading law firm in Austin is looking for a Junior to Mid-Level Private Wealth Services Associate. The ideal candidate will have at least one year of experience in sophisticated estate planning for high-net-worth individuals and trust administration. Responsibilities...PrivateFull time
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ..., accountability, and client service excellence.Collaborate with Private Wealth... ...Financial Advisor or Brokerage Client Associate.Demonstrated ability to transition...SeniorPrivateFull timeWork experience placementWork at office
$74.93k - $153k
...delivering compliance and consulting services to individual clients and... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...27. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...geographic differential associated with the location at which the...SeniorPrivatePrivate practiceWork at officeLocal area- ...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
$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- ...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
- ...Senior Private Wealth Banker Areas of Interest: Finance; Private Banking Pay Transparency Salary... ...: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma... ...your success. Your Client Service Associate will be the direct contact to handle your...SeniorPrivateLocal area
- National Wealth Management Firm seeks Senior Client Advisor in Austin, TX to serve as primary point of contact... ...of investment and wealth management services with a focus on high touch... .../trust services, and commercial and private banking Requires 8+ years' of wealth...SeniorPrivate
- ...Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment policies and providing innovative solutions. Candidates should possess relevant...SeniorPrivate
$77k - $202k
...Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob... ...Markets Accounting Advisory Services - Senior Associate, you will provide strategic guidance on... ...reporting issues related to both public and private deals, as well as other significant...SeniorPrivateFull timeH1b- ...experiences while developing new business relationships. Ideal candidates will have a Bachelor's Degree in Business and substantial experience in trust administration. Join a dynamic team dedicated to offering outstanding client services. #J-18808-Ljbffr BOK FinancialSeniorPrivate
- A leading financial services firm in Austin, Texas, is seeking a Senior Trust Officer to manage complex personal trusts and provide exceptional customer service. The role involves collaborating with various teams to meet client needs and ensure compliance with legal standards...SeniorPrivate
- A premier professional services firm is seeking a Tax Senior to provide tax compliance and consulting services. This role involves managing projects while assisting interns and identifying tax planning opportunities. The role offers flexibility with partial remote work...SeniorPrivateWork at officeRemote work
$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location: 900 S Capital... ...products and services. About HUB Retirement & Private Wealth (RPW) We lead our communities with integrity, driven...PrivateHourly payFull timeWork at officeLocal areaMonday to Friday- National Wealth Management Firm in Austin, TX seeks a Senior Client Advisor to serve as primary contact for high-net-worth clients, delivering full wealth management services with a high-touch approach. This role builds referral networks, collaborates with Trust and Wealth...Senior
$171.6k - $338.3k
...support and advisory services, covering areas such as... ...strategic buyers and private equity investors And succeeding... ...and apply to this Senior Manager role today!... ..., and tax risks associated with transactions and... ...clients include asset, wealth, and investment advisers...SeniorPrivateLocal areaVisa sponsorship- ...investment advisement. You will work with a team across markets to elevate client outcomes and drive growth. The role requires strong wealth-management knowledge and the ability to manage complex investment solutions, with licenses required within 90 days of start. This...SeniorPrivate
$95k - $105k
...contribute to business success. As a Senior Accountant, you'll be involved in key... ...improvements in a fast-paced financial services environment.ResponsibilitiesPrepare... ...services, banking, investment management, wealth management, private equity, insurance, or related...SeniorPrivateLocal area- A prominent wealth management firm in Austin, Texas is seeking a data science and analytics... ...team management, preferably in financial services. Responsibilities include developing data... ...emphasis on employee growth are applicable. #J-18808-Ljbffr Corient Private Wealth LLC.SeniorPrivate
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy... ...support and advisory services, covering areas such as... ...clients include asset, wealth, and investment advisers... ...geographic differential associated with the location at which...SeniorPrivateOdd jobWork experience placementLocal area$88.58k - $147.6k
...Job Overview:The AVP, Senior Trustee Consultant will... ...owned subsidiary The Private Trust Company. Our innovative... ...by providing trustee services to their clients.... ...with colleagues and associates to enhance best practices... ...the fastest growing wealth management firms in the...SeniorPrivateFull timeWork from home
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