Private Wealth Associate Estate Planning & Trusts (Dallas)
BCL Legal
BCL Legal is seeking a Private Wealth Associate based in Dallas for a Global Am Law 100 firm. The candidate will bring 2-4 years of high net-worth estate planning experience, work with wealthy families and family office structures, and handle trusts and estates administration, probate filings, and tax return preparation. Strong academic credentials and a client-team oriented work ethic are essential. Please attach resume and law school transcript to your application. #J-18808-Ljbffr BCL Legal
- The People Of: Professional Services is seeking a Private Wealth / Trusts & Estates Associate to join their team in Austin, TX. This position offers an opportunity to engage in sophisticated estate planning and wealth transfer for high net worth clients within a highly...Private
$230k - $275k
...have an immediate opening for a Private Wealth Associate with four to eight years of experience... ...The Link, however, candidates in Dallas, Kansas City, Los Angeles,... ...have experience in sophisticated estate planning and drafting, trust and estate administration, estate...PrivateWork at officeImmediate start- Private Wealth / Trusts & Estates Associate Location: Austin, TX A leading global law firm is seeking a 4th-8th year Associate to join its Private Wealth... ...excellent opportunity to work on sophisticated estate planning and wealth transfer matters for high net worth...PrivatePrivate practice
$245k - $320k
Private Wealth Associate, Dallas We have a role for a Private Wealth Associate based in Dallas with a Global Am Law 100... ...2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is required. Experience...PrivateWork at office$115k
Trusts & Estates Attorney Opportunities Locations: California... ...focused on estate planning, probate, fiduciary litigation... ...advisory work, wealth transfer planning,... ...Transactional attorneys without private wealth or fiduciary... ...range from mid-level associates handling...PrivateFor contractorsWork at officeRemote workFlexible hours- Job Duties Associate, Systems Engineering with Goldman Sachs Services LLC in Dallas, Texas. Develop expertise across all Engineering,... ...hardware and implementing public and private cloud-based solutions to... ...with business continuity planning and disaster recovery, and plan...PrivateWork experience placement
- ...First Business BankJoin us today as the Private Wealth Specialist - Team Lead!First Business Bank... ..., client onboarding coordination, trust administration support, workflow management... ...improvement initiatives.Assist with capacity planning, workflow optimization, training...Private3 days per week
$81.86k - $120.41k
...Wealth Advisor The Private Wealth Management team serves to manage,... ...personalized financial plans that turn goals into... ...reasons why our clients trust us. We get to know... ...insurance, investment, and estate planning advice to... ...benefits to eligible associates, such as Paid Time...PrivateWork at officeLocal areaFlexible hours- ...Solutions LLC is seeking attorneys for various roles in trusts and estates law across the United States, focusing on estate planning, probate, and fiduciary litigation. Roles are available ranging from mid-level associates to partners, requiring extensive client interaction...PrivateRemote job
- Raymond James seeks a seasoned Wealth Solutions professional to consult with financial advisors and their high net worth clients... ...‑functional projects and educate teams on advanced wealth planning concepts, estate and tax considerations, and client service delivery. The...PrivateHome office
- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships... ...coordinate a cross-disciplinary wealth management team. The role... ...investment, banking, and trust solutions. Ideal candidates have...Private
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions. The...Private
- AWM Private is the primary center for Goldman Sachs' long-term principal investing activity. Goldman Sachs has operated this business... ...Equity, Corporate Credit, Infrastructure, Sustainability and Real Estate. Investments are made on behalf of Goldman Sachs, its employees...Private
$65k - $95k
...retained by a well‑established wealth management firm in Milwaukee... ...recruit a Wealth Management Associate to support a growing advisory... ...function, not a stepping stone into planning or advisory work. What You’ll... ...Autonomy earned through trust, the more you build it, the...Permanent employmentSummer workWork at officeRemote work- ...ability to think outside the box? Associates on the Wealth Management Risk Team will... ...our business. OUR IMPACT Private Wealth Management (PWM)... ...including private banking and trust company services. The Regional... ...: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New...PrivateWork at office
- ...with background in wealth management and /... ...provide financial planning, investment management... ...data and design. Private Wealth Management... ...include tax and estate planning, philanthropic... ..., building trust and rapport across... ...primary placed in Dallas, TX QUALIFICATIONS...PrivateWork at office
- ...Law Firm has a need for an Elder/Estate Planning Attorney. This is a hybrid... ...demonstrated experience in high-net-worth trust and estate planning and... ...assets; and tax-efficient family wealth transfer strategies is a preferred. Our Private Client team, one of the largest...
- ...optimization of advanced wealth planning capabilities for the... ...specialist and trusted partner to Private Wealth Advisors and... ...may include tax and estate planning, philanthropic... ...Advisors, analysts, associates, and planning... ...role is located in Dallas, Texas, and will cover...PrivateFull timeWork at office
- Windward Recruiting is seeking an experienced UHNW Wealth Advisor to join a growing wealth management team based in the Dallas market. The role involves managing client... ...relationships and providing sophisticated financial planning and investment strategies. Ideal candidates...Work at office
- ...experienced corporate attorney to join a leading Corporate, M&A, and Securities Practice Group in Dallas. You will advise clients on sophisticated corporate matters, lead M&A and private equity transactions, and collaborate with professionals to deliver exceptional results....Private
- ...Regional Director of Trust and Advisory Services If you’re a proven Trust or Wealth Management leader who gets just as excited about winning... ...opportunity to collaborate across Private Banking, Investment Management, Wealth Planning, and Fiduciary teams to deliver...PrivateFull time3 days per week
$100.35k - $205k
...individual clients and their trusts, estates, family offices, investment... ...with Deloitte ’s growing Private Wealth practice! Recruiting for this... ...projects related to tax planning opportunities and the tax implications... ...geographic differential associated with the location at which...PrivatePrivate practiceWork at officeLocal area- ...retirement savings plans with a generous... ...in Dallas with offices in... ...investment advisor, wealth strategist, financial... ...planner, trust administrator,... ...basic trust and estate products and identification... ...of influence), associations, and community... ...seven years in private banking...PrivateImmediate startDay shift
$87k - $93k
## Associate, Business ContinuityApplylocations: Austin, TX USA: Newport... ...expertise across public and private markets. We invest our... ...industry thought leader and trusted advisor to our clients.**Job... ...support Business Continuity Plans and Business Impact Analysis...PrivateWork at officeFlexible hours$135k - $165k
...partnership approach rooted in trust, the firm provides innovative... ...Fund Advisory Services, Real Estate Valuation and Advisory... ...of originators, hedge funds, private equity funds, banks, insurance... ...teams as required Qualifications Associate candidates should have 3-5+ years...PrivateWork experience placementWorldwide$160k - $215k
...by leveraging expertise in investment and wealth advisory services to provide best-in-... ...wealth management, personal tax, or financial planning, and possess a comprehensive... ...real self to work and you live our values — trust, teamwork, and accountability.California...PrivateFull timeRemote work- ...the box? We are seeking Wealth Management... ...businessesprovidefinancial planning, investment management,... ...technology,dataand design. Private Wealth Management (PWM)... ...which may include tax and estate planning, philanthropic... ...Atlanta, Boston, Chicago, Dallas, Denver, Detroit,...Private
$65k - $80.2k
...from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance... ...including portfolio management, trust administration, investment... ...services Extensive knowledge of private banking products and services,...PrivateTemporary workWork experience placementLocal area$80k - $100k
...partnering with a growing wealth management firm in... ...that is looking for an Associate Wealth Advisor to join... ..., help build financial plans, and gradually take on... ...tax considerations, and estate planning goals . Research... ...urgency, and care. Build trusted client relationships...Full timeWork at officeLocal area$159.97k - $188.2k
...Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring... ...to meet all of client's wealth planning, estate planning and wealth transfer needs... ...philanthropic strategies, and trust and fiduciary advice. Leverages...PrivateTemporary workWork experience placementLocal area
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