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
- ...ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment... ...investment and advisory solutions, with strategies spanning public and private asset classes, industries, and geographies. AWM helps it's...Private
- Overview HilltopSecurities is looking to hire a Wealth Management Associate. The Wealth Management Associate is part of a fast-paced environment... ...registered advisors in HTS, MIN and Correspondent firms who manage private portfolios for both high net worth individuals and...Private
- ...Job Duties Senior Associate, Billing – Invoicing, Fees & Commissions with Goldman Sachs & Co. LLC in Dallas, Texas... ...GAAP. Review and set up syndicate accounts for new private equity funds and deals within Asset Wealth Management. Assist deal teams with vendor set ups in...PrivateWork experience placementWork at office
- ...Job Duties Associate, Data Stewardship with Goldman Sachs Services LLC in Dallas, Texas. Initiate all set ups, amendments, and... ...for Corporate and Real Estate loan products in the Asset & Wealth Management Private division. Run monthly reconciliations of all loan data to...Private
$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...Private- ...Committee Governance Private Team Are you looking to apply your strong organizational... ...worth individuals. Also, within Asset and Wealth Management, our premier Wealth... ...Qualifications Bachelor's degree required Associate level with minimum 1 to 3 years of...Private
- ...Asset & Wealth Management, Private Wealth Management, Equity Structuring, Associate - Dallas Job Description YOUR IMPACT Equity Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team with a focus on 10b5-1 Plans, Executive Selling...PrivateFull timeWork at office
- BOK Financial is seeking an Associate Private Wealth Strategist to support its Private Wealth team. This role involves deep investment analysis combined with marketing to create high-quality prospect materials for complex client relationships in Dallas and other locations...Private
$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 practice...PrivateWork at office- ...Responsibilities Govern the workflow of the AM Private Investment Committees through a... ...Develop an understanding of the Asset and Wealth Management business and collaborate with... ...Bachelor’s degree required Associate level with minimum 1 to 3 years of professional...Private
- ...Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments...PrivateFull timeWork at office
- Job Description Equity Structuring is currently seeking an Associate to work as part of the Single Stock Structuring team focused on... ...executing other executive selling transactions by working with private wealth advisors, the 10b5‑1 trading team, and internal partners such...PrivateWork at office
- Job Description Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world... ..., with strategies spanning public and private asset classes, industries, and... ...Job Identification 171288 Job Category Associate Posting Date 05/26/2026, 07:13 PM Locations...PrivateFull timeWork at office
- ...advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...advisors, and individuals. AWM Private is the primary center for Goldman Sachs'... ...Job Identification 169219 Job Category Associate Posting Date 05/28/2026, 02:19 PM...PrivateRemote work
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams...Private
- ...Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...globally and invests in the full spectrum of alternatives including private equity, growth equity, private credit, real estate,...Private
- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment Management; Private Banking; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 06/03/2026 BOK Financial...Private
- TwinThread is seeking a Private Banker in Dallas, Texas, to provide clients with expert advice on managing their wealth. The role involves maintaining client relationships, acquiring new clients, and advising on investments and financial planning. Candidates should possess...Private
- ...Wealth Management Associate Dallas, Texas, United States Allworth Financial is an independent investment financial advisory firm that specializes... ...for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor....PrivateFull timeContract workTemporary workPart timeInternshipImmediate startFlexible hours
$150k - $165k
Seeking a Private Wealth Associate Attorney (Tax Focus) to support advanced business and transactional tax planning for entrepreneurs and closely held companies. This role is ideal for an attorney with strong hands‑on experience drafting and implementing sophisticated...PrivateRemote work- BCG Attorney Search is seeking a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. This role demands 2-4 years of experience in high net-worth estate planning within a recognized Trusts & Estates practice. The ideal candidate...Private
- ...Wealth Management Professional Are you a quick-thinking self-starter with a passion... ...technology, data and design. Goldman Sachs Private Wealth Management (PWM) specializes in... ...Identification 153860 Job Category Associate Posting Date 04/06/2026, 07:29 PM...PrivateWork at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...Private
- ...Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with...Private
- ...independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that... .... Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management...PrivateFull timeTemporary workInternshipWork at officeLocal area
- ...PWM Client Onboarding Technology The Private Wealth Management (PWM) business provides end to end Investment Management services and... ...line of agility within the firm. As a member of Agile, this Associate-level Scrum Master will help drive the success of individual...PrivateWork experience placement
- ...Goldman Sachs Group, Inc. is seeking an Associate for their Equity Structuring team in Dallas, Texas. This role focuses on drafting 10b5-1 plans and providing tailored solutions to clients with concentrated single stock positions. Candidates should have at least three...Private
- ...financial institutions, governments and individuals. Asset & Wealth Management Division Across Asset and Wealth Management (AWM), Goldman... ...customers around the world to reach their financial goals. The Private Wealth Management (PWM) business within AWM provides...PrivateBank staff
- ...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...Private
- A global financial services firm based in Dallas is seeking a professional for the Asset Management (AM) Private team to manage investment committee governance processes. The ideal candidate will have a Bachelor's degree and 1-3 years of experience in financial services...Private
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