Private Wealth Associate
BCG Attorney Search
Job Overview A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. The ideal candidate will have 2-4 years of experience in high net‑worth estate planning within a recognized Trusts & Estates practice. Duties Collaborate with high-net-wealth families and family office structures. Engage in trust and estate planning and estate administration. Prepare and file estate tax and gift tax returns. Handle probate filings and related activities. Requirements 2-4 years of experience in high net‑worth estate planning. Experience with trust and estate planning and administration preferred. Strong interpersonal skills and a client‑team focused work ethic. Education Juris Doctor (JD) degree from an accredited law school. Certifications Bar admission in the state of Texas. Skills Excellent academic credentials. Strong interpersonal and communication skills. Benefits Comprehensive health insurance. Retirement savings plan. Professional development opportunities. #J-18808-Ljbffr BCG Attorney Search
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Associate in Dallas, TX vacancy
- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net... ...and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition,...Private
Bernstein Global Wealth Management
Dallas, TX3 days ago - ...Associate, Private Wealth Client Services Dallas Office - Dallas, TX 75219 Overview Level Entry Description Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining...PrivateFull timeTemporary workWork at officeLocal area
Cresset Capital
Dallas, TX2 days ago $235k - $365k
...Katten, a Global Am Law 100 law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from its Dallas office. 2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates...PrivateWork at officeKatten
Dallas, TX4 days ago- ...Job Overview A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. The ideal candidate will have 2-4 years of experience in high net‑worth estate planning within a recognized Trusts & Estates practice. Duties...PrivateWork at office
BCG Attorney Search
Dallas, TX3 days ago - ...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high‑net‑worth and ultra‑high‑net... ...provide a world‑class level of customer service and support. Associate Development Program Associates participate in the Associate Development...PrivateWorldwide
AllianceBernstein L.P
Dallas, TX3 days ago $230k - $275k
...locations across the United States, dedicated to our clients and the industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider candidates for any of our offices, including our...PrivatePrivate practiceWork at officeImmediate startHusch Blackwell
Dallas, TX3 days ago- ...strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor.... ...as a Barron's Top 40 RIA in 2024. SUMMARY: The Wealth Management Associate partners closely with their assigned external sales...PrivateFull timeContract workTemporary workPart timeInternshipImmediate startFlexible hours
Allworth Financial
Dallas, TX3 days ago - ...Job Description Job Description Dallas | Hybrid Private Wealth Associate Attorney AmLaw 100 Opportunity Compensation $235,000 – $375,000+ A highly respected national law firm is seeking a Private Wealth Associate Attorney to join its Dallas office. This...PrivateWork at office
- ...technology—delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique... ...Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading...Private
Farther LLC
Dallas, TX5 days ago $100k
...Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over... ...(ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world...PrivatePart timeWork at officeFlexible hoursAlvarez & Marsal
Dallas, TX1 day ago- ...Texas Capital Bank is looking for a Sr Private Client Advisor in Dallas, TX. This role requires a minimum of 10 years of relevant banking experience, with a strong focus on client management and investment solutions. The advisor will generate new clients while managing...PrivateFull time
Texas Capital Bank
Dallas, TX1 day ago - ...compound interest. What began as a modest, privately-owned real estate development company... ...Overview Leon Capital Group is seeking an Associate General Counsel, Financial Services... ...Financial Services Group ("FSG"), including its wealth management, insurance and reinsurance,...PrivateWork at office
Leon Capital Group
Dallas, TX3 days ago $45k - $85k
...advance as quickly as they are willing to work. Your Path: From Associate Trainee to Vice President Our LC Elite Program is a proven 2‑... ...this elite track—advancing to Junior Associate, progressing into Wealth Management Associate, and ultimately positioning yourself to...TraineeshipLemnis Capital
Dallas, TX4 days ago- ...passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build and nurture client relationships through...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Dallas, TX1 day ago $45k - $85k
...developing the skills to lead and scale a team. Your Path: From Associate Trainee to Vice President The LCElite Program provides a... ...consistency, improve closing ratios, increase production Phase 3: Wealth Management Associate (12–24 months) Outcome: Vice President Track...TraineeshipLemnis Capital
Dallas, TX4 days ago- ...internal controls that promote adherence to applicable state/federal laws, and the program requirements of accreditation agencies and federal, state, and private health plans. Seeks advice and guidance as necessary to ensure proper understanding. Requisition ID: 988345Private
Parkland Health and Hospital System
Dallas, TX3 hours ago - ...attorney with the State Bar of Texas or an equivalent state bar association after admission. Skills or Special Abilities Must be... ...laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure...Private
Parkland Health and Hospital System
Dallas, TX3 hours ago $95k - $160k
...Jobot Pro hosting this job. Compensation Based on Experience. Associate, Transaction Advisory Services $95000 - $160000 per year | Boston... ...services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence...PrivatePermanent employmentLocal areaFlexible hoursAustralia-Employment
Dallas, TX3 days ago$71k - $100.39k
...Associate, Private Equity Fund Services Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development...PrivateBaker Tilly
Dallas, TX2 days ago- ...Private Equity Deal Team Associate - Cleveland or Dallas The Associate will join an established Dallas based private equity firm focused on lower middle market investments, acquiring businesses with $3-15M EBITDA. They primarily invest in the business services, industrial...PrivateSummer workLocal area
Soul Equity Solutions
Dallas, TX4 days ago - Goldman Sachs Bank AG is seeking an experienced recruitment partner for their Private Wealth Management team in Dallas, Texas. This role requires a deep understanding of private wealth management, exceptional stakeholder management, and a focus on enhancing candidate experience...Private
$120k - $210k
...Turnaround & Restructuring Services (TRS). The TAS team supports private equity sponsors, lenders and corporates with financial, tax and... ...across the deal continuum with speed and precision. The TAS Associate will assume a wide set of responsibilities across buy and sell...PrivateInterim roleWork at officeRelocationPortage Point Partners
Dallas, TX1 day ago- ...administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate... .... Position Overview Standish Management is looking for associates to join our fund administration team. With guidance from the team...PrivateWork at office
Standish Management
Dallas, TX4 days ago $90k - $130k
Description Alvarez & Marsal Private Equity Performance Improvement Associate: CFO Services Alvarez & Marsal, a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services...PrivateWork experience placementInterim roleImmediate startFlexible hoursAlvarez & Marsal
Dallas, TX2 days ago$112.5k - $160k
...Associate Boston; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PEwhere sponsors and CFOs meet. Through financial consulting rooted in data, technology,...PrivateWork at officeLocal areaRemote work2 days per weekAccordion USA
Dallas, TX4 days ago$100k - $170k
...Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement A&M’s Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides solutions to preserve and...PrivateFull timeInterim roleFlexible hoursAlvarez & Marsal
Dallas, TX3 days ago- ..., we focus on solutions that serve our customers, support our associates, and strengthen our communities. Since 1940, we've remained committed... ...for the sixth year running, an honor awarded by Deloitte Private and The Wall Street Journal, celebrating the exceptional...PrivateImmediate start
Standard Textile Co., Inc.
Dallas, TX5 days ago $70k - $100k
...Senior Associate - Private Equity Fund Accounting Full-time | Department: Client Services | Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment...PrivatePermanent employmentFull timeWorldwideFlexible hoursIQE
Dallas, TX5 days ago- ...strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies...PrivatePermanent employmentWork at office
Blue Owl Capital Inc.
Dallas, TX5 days ago - ...Overview An established, privately owned real estate investment firm is seeking a Real Estate Asset Management Associate to join its growing team in a major Texas market. This is a highly visible role offering hands-on exposure across asset management, capital formation...PrivateFull timeWork at officeLocal area
Michael Page
Dallas, TX3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Associate. Be the first to apply!
Related searches
- gastroenterology associates Dallas, TX
- front desk associate Dallas, TX
- policy associate Dallas, TX
- social impact associate Dallas, TX
- remote associate Dallas, TX
- ecommerce associate Dallas, TX
- seasonal associate Dallas, TX
- executive associate Dallas, TX
- benefits associate Dallas, TX
- membership associate Dallas, TX