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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Services Associate in Austin, TX vacancy
- 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, TX seeks an accomplished Private Banker to manage and grow a high-net-worth client base. You will lead client... ...and coordinate across the enterprise to meet client needs with wealth and banking solutions. The role requires a disciplined, high-...SeniorPrivate
- ...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
- 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
- JPMorgan Chase & Co. in Austin, TX, is seeking a Private Banker to provide exceptional client advisory services. This role focuses on advising families on managing their wealth, utilizing investment strategies, financial planning, and banking expertise. Candidates must...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
- ...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
- 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
- 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
- Greenberg Traurig is seeking a senior-level Associate for the Private Wealth Services Practice in our Austin office. The role emphasizes sophisticated estate planning for high-net-worth individuals and families, with hands-on leadership in a fast-paced, collaborative environment...SeniorPrivatePrivate practiceWork at office
- Northern Trust seeks a Senior Relationship Advisor to work with high-net-worth clients, delivering personalized advice and building lasting... ..., investment and planning professionals to provide integrated wealth solutions, aligned with fiduciary standards and client goals....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
- JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking expertise to advise current clients and acquire new assets as part of a local team...SeniorPrivateBase plus commissionLocal area
$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- 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
$200k
...Sr. Wealth Advisor Compensation: $200,000 per year (2... ...management products and services. About HUB Retirement & Private Wealth (RPW): We lead... ...Job purpose: As a Senior Wealth Advisor, you will... ...services to referral partner associates in those associates' offices...SeniorPrivateWork experience placementLocal areaSquaremouth
West Lake Hills, TX5 days ago- ...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
TWM Executive Search
Austin, TX5 days ago - Overview A law firm seeks a 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 associate with a minimum...PrivateFull timeWork at office
- ...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
BOK Financial
Austin, TX2 days ago - HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. Hybrid, full-time role within HUB Retirement & Private Wealth. You will support account onboarding, cash movements, investor statements, and client-advisor-custodian coordination. The role emphasizes...PrivateFull time
$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- ...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
- ...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 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
- 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
$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,...PrivateHourly payFull timeWork at officeLocal areaMonday to Friday- ...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
- 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
- ...Job Description Job Description Opportunity RIA Operator/Senior Wealth Advisor Location On-site Austin, TX (hybrid may be... .... Our model integrates wealth planning, insurance, annuities, private credit, and real estate offerings via Noble Capital. This next...SeniorPrivateWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Services Associate. Be the first to apply!
Related searches
- community services specialist Austin, TX
- professional services specialist Austin, TX
- toyota service advisor Austin, TX
- environmental services attendant Austin, TX
- support services associate Austin, TX
- client services associate Austin, TX
- service administrator Austin, TX
- health services administrator Austin, TX
- experienced service advisor Austin, TX
- car service advisor Austin, TX