Senior Private Wealth Planning Associate
BCG Attorney Search
Job Overview A law firm seeks a senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding academic credentials, and a solid understanding of estate, gift, and GST tax planning strategies. Duties Manage large projects and interface with clients and their advisors. Independently draft legal documents related to wealth planning. Collaborate with team members to develop comprehensive planning strategies. Requirements Minimum of five years of experience in wealth planning. Experience in estate planning at a law or accounting firm preferred. Enrollment in or completion of a related LL.M. program preferred. Admitted to and in good standing with the California bar. Education Juris Doctorate degree from an accredited law school. Certifications California bar admission. Skills Excellent oral and written communication skills. Strong project management abilities. Proficiency in estate, gift, and GST tax planning strategies. Benefits Access to privileged and confidential firm and client information. Opportunity to work in a dynamic and collaborative environment. #J-18808-Ljbffr BCG Attorney Search
$121.9k - $262.1k
...FUNCTION: Serves as the primary Wealth Planning expert and resource for high... ..., corporate executives, and private foundations. Partners with... ...solutions. Senior Wealth Strategist Total Base... ...not be responsible for any associated fee. Fifth Third Bank, National...SeniorPrivateBank staff- JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants... ...ability to obtain them. This role involves advising clients on wealth management and generating new business while collaborating with...SeniorPrivate
- ...leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing... ...relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over...SeniorPrivate
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...SeniorPrivate
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorPrivate
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role... ...clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional...SeniorPrivate
- BCG Attorney Search is seeking an experienced senior associate or counsel level attorney to join their wealth planning practice in Los Angeles. The successful candidate must have a minimum of five years of experience in high-net-worth wealth planning and be admitted to...SeniorPrivate
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic... ...and Word) and experience in financial planning software preferred; knowledge of Bloomberg...SeniorPrivateFull timeWork at office$100k - $275k
...identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and analytical skills. Responsibilities include advocating for clients,...SeniorPrivate$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join our... ...with a team of senior wealth management professionals in... ...complex investment and estate planning strategies. The ideal candidate... ...advisory, family office, or private banking serving UHNW clients...SeniorPrivateWork at officeLocal area$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing... ...of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing...SeniorPrivate$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...net‑worth clients Work closely with Private Wealth Advisors and teammates to service... ...of organizational documents, estate planning and tax concepts Introduce new and existing...SeniorPrivateWork at office$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary... ...determine solutions through the financial planning process. Prioritize short‑term and long‑term...SeniorPrivateTemporary workWork experience placementLocal area$75k - $175k
...as of April 30, 2026. Position A Private Advisor team within our Rockefeller Global... ...unit is seeking a highly skilled Team Wealth Planner to deliver white-glove, high-touch... ...responsible for executing sophisticated planning initiatives, supporting complex client needs...PrivateWork at officeLocal area$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on-call advice, and tax compliance... ...key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$35 - $40 per hour
...seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate of...SeniorHourly pay$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills. Responsibilities...Senior$80.75k - $95k
...How? By integrating financial planning, investment management, tax,... ...methodology here . Job Summary: The Senior Portfolio Consultant I... .... Collaborating closely with Wealth Advisors, Operations, Portfolio... ..., including public and private markets. Drafting, supporting...SeniorPrivateTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...management businesses provide financial planning, investment management, banking and... ...leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...SeniorPrivateWork at office$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high... ...individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...Senior- ...financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful... ...position offers a competitive salary and comprehensive benefits including medical and retirement plans. #J-18808-Ljbffr PowerToFlySenior
- RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong...Senior
- ...Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth... ...ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role...Senior
$126.4k - $267.5k
...custom credit relationships with ultra-high-net-worth clients. This client-facing role requires 10+ years of commercial credit or wealth management credit experience, strong communication skills, and the ability to structure complex loan solutions. The Credit Advisor...Senior$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...management businesses provide financial planning, investment management, banking and... ...leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...SeniorPrivateFull timeWork at office- ...and fostering a culture where associates thrive. We are dedicated to... ...The program has a financial planning team that is integrated in... ...solutions. About the Role: A Senior Wealth Advisor is an experienced... ...Client Service Specialists, Private Bankers, and Wealth...SeniorPrivateImmediate start
$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis... ...against their business plan and client service model Remaining...SeniorPrivateTemporary workWork at officeLocal area$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hours- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles, CA. Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning...PrivateWork at office
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