Junior to Midlevel Private Wealth Associate
$210k - $330kK&L Gates LLP incorporated
Pittsburgh Junior to Midlevel Private Wealth Associate
Lawyers Corporate Charlotte, NC, Pittsburgh, PA
At K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.
K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning for high-net worth families, servicing family offices, and business succession planning for family businesses. The position will include complex document drafting (wills, trust agreements, settlement agreements, shareholders agreements, etc.), estate and trust administration, legal and tax research, transfer tax return preparation, project management, and direct client contact. The ideal candidate will have two to five years of experience in these areas and be open to placement in the Pittsburgh or Charlotte office.
Qualifications include:
- Experience in the above mentioned areas.
- Sophisticated written and oral communication skills.
- Desire to work in a fast-paced and growing environment with oversight over multiple projects at any given time.
- Desire to manage and grow client relationships.
- J.D. from an accredited law school.
- Admitted to practice law in Pennsylvania, North Carolina, or South Carolina (or eligible to waive into the bar of any such state).
Openness to licensure in Florida.
Candidates will work closely with experienced lawyers who will provide active mentoring and opportunities to assume increasing levels of responsibility and client contact. Candidates must be self-starters who possess the ability to work independently and as part of a team. We require strong academic credentials, excellent communication skills, and a commitment to providing the highest quality client service.
Please contact Marley McLaughlin, Principal Legal Recruiter, at View email address on click.appcast.io with any questions.
Base Compensation $210,000 - $330,000 / year
The compensation salary for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
ABOUT THE FIRM
K&L Gates is a fully integrated global law firm with lawyers located in more than 40 offices. We have experienced dramatic growth in the past decade and now rank among the largest U.S. based law firms in the world. We take pride in constantly striving for innovation, imagination and an entrepreneurial spirit. We come up with big ideas and then roll up our sleeves to get the job done, guiding our clients through their most complex issues in a variety of industry sectors and across multiple regions of the world.
The industry recognition the firm has garnered emanates from the foundation of a global community aligned on behalf of our clients. The people at K&L Gates are committed to working together to create a legacy for each other, the firm, our clients, and the communities in which we serve. We thrive in an inclusive and socially conscious environment that embraces diversity and takes a holistic approach to the career evolution of all our professionals.
Notice: We participate in E-Verify in certain Firm locations for purposes of verifying employment eligibility.
Please be advised that this position requires successful completion of a background check. In accordance with the Washington State Fair Chance Act, Los Angeles Fair Chance Ordinance, San Francisco Fair Chance Ordinance, the California Fair Chance Act, and applicable law qualified California and Washington State applicants with criminal history records will be considered. A criminal history will not categorically exclude a candidate from employment, and the Firm will consider relevant factors before making employment decisions based on criminal history information.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
BENEFITS
K&L Gates offers our Associates a comprehensive suite of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time Associates include:
- Medical/Prescription Drug Coverage (including a Health Savings Account feature)
- Business Travel Accident Insurance
- Vision Insurance
- Pet Insurance
- Health Advocacy Services
- Short- and Long-term Disability Protection
- Identity Protection/Restoration and Fraud Insurance
- Life Insurance (including Basic, Supplemental, Spouse, Child, and Accidental Death and Dismemberment)
- Student loan refinancing options and access to a student loan concierge service
- Paid Time Off (Generally, paid time off is undefined with 3-4 weeks usually acceptable)
- Addiction Resources
- Parental Leave (24 weeks of which 12 are paid; short-term disability may provide additional paid time off)
- Breast Milk Delivery and Lactation Support Services
- Paid Holidays (12)
- Employees also may be eligible to receive bonuses and certain expense reimbursements
- Family Building Benefits
- Flexible Spending Accounts
- Professional Development and CLE Credit Opportunities
- Employee Assistance Program
- Bar Expense Reimbursement
- 529 Deductions
- Relocation
- Balanced Hours Program
- Critical Illness Insurance
- Ramp-Up/Ramp-Down Program
- Hospital Indemnity Insurance
- Employee Referral Program
- Back-up Child/Elder Care and access to a caregiving concierge
- Perks including: Technology, Entertainment, and Travel Discount Program
- Wellness Program
- All other benefits (such as leaves of absence) required by law
EQUAL EMPLOYMENT OPPORTUNITY
The Firm is an equal opportunity employer. It is the policy of the Firm that employment decisions shall be based on merit, qualifications and competence. Employment practices will not be influenced or affected by virtue of a person’s race (including traits associated with race, including hair texture and protective hairstyles such as afros, braids, locks, and twists), religion, creed, color, national origin, ancestry, citizenship, physical disability, mental disability, medical condition, genetic information, marital status, sex, pregnancy, childbirth, breastfeeding, gender, parental status, gender identity, gender expression, sexual orientation, age, familial status, domestic violence victim status, military and veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy governs all aspects of employment including, without limitation, recruiting, hiring, compensation, benefits, promotion, assignment, and dismissal. In addition, it is the Firm’s policy to provide an environment that is free of prohibited harassment of any kind including, without limitation, that which is based on sex, race, age, disability, ethnic background, or any other category protected by law (including the categories listed above). The Firm complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please contact View email address on click.appcast.io.
#J-18808-Ljbffr$210k - $330k
...visionaries and your search for important and impactful work lead to the same place.K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning for high-net worth families, servicing family...PrivateJuniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work- POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals...PrivateWork experience placementLocal area
$110k - $150k
...existing portfolio investments, including regular communication with private equity firms, management teams and third-party clients Develop... ...while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to...PrivateJuniorContract workWork at office- ...conjunction with affiliate firm Dwight Capital to source and evaluate lending opportunities nationwide. DIM is seeking an Associate to join our private wealth team. In this role, you will partner closely with senior leadership across distribution, investments and product to...PrivateWork at officeRemote workHome office
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals...Private
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital... ...platform, specifically targeting private wealth clients. This role involves managing asset-...Private
- ...Wealth Management Advisor Make banking a Fifth Third better® We connect great people... ...coordinator to simplify complexity for Private Bank clients by challenging and... ...Carolina 28202 Fifth Third Bank, National Association is proud to have an engaged and inclusive...PrivateWork experience placementPrivate practiceWork at office
- ...One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities....Full timeWork experience placementLocal areaRemote workFlexible hours
- ...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...Full timeWork experience placementWork at officeLocal areaFlexible hours
- ...Wealth Management Associate - Career Transition Opportunity Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career,...Full timeShift work
- ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating... ...them to articulate and achieve their wealth goals. Creates teams of highly... ...Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association...PrivateFull timeWork experience placementPrivate practiceWork at office
- ...and existing clients in partnership with a private bank credit team. Key responsibilities... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit... ...decision-making process Reviews work of junior teammates to provide feedback/coaching and...PrivateBank staffWork at officeWork from homeShift workDay shift
- ...Wealth Management Specialist Charlotte, North Carolina To proceed with your application... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N...PrivateTraineeshipWork at officeWork from homeShift workDay shift
$90k - $107k
...Associate Engineer AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. AssetMark's mission is to enable... ...your career in a high-growth company backed by private equity AssetMark values diversity of thought and...PrivateInternshipWork at officeFlexible hours- ...is officially accepting applications for the highly-selective Junior Commercial Real Estate Advisor. From mentorship to market access... ...specializes in the buying and selling of Investment Sales properties for private investors and institutions across the United States. Since its...PrivateJuniorWork at office
- ...Wealth Management Associate | Charlotte A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This role supports senior advisors across core planning and investment functions...Local area
- ...Junior Structural Engineer Come work in a dynamic environment where people are inspired to produce high quality work every day. Not... ...plan, organize, and execute a variety of projects across both private and public sectors. This position is a vital part of a project...PrivateJunior
$41.25k - $68.75k
...Trader Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...to the company's success. As a Trader Associate within PNC's Wealth Management organization, you may be based in any of the...Full timeTemporary workPart timeWork experience placementWork at office$365k - $415k
...Corporate & Private Equity Associate Charlotte, North Carolina $365,000–$415,000 The Opportunity We are representing a nationally... ...complex commercial and transactional matters. Supervise junior attorneys and coordinate specialist input across practice groups...PrivateFull timePrivate practice- Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals ...Full timeStart working todayRemote work
- ...Lawyer / Attorney / Counsel - Junior / Senior / Lead Charlotte, North Carolina, United... .... Experience: From early-career associates, compliance analysts, paralegals to senior... ...Commercial Real Estate Venture capital / Private equity / M&A Employment & Labor...PrivateJuniorContract work
$134.5k - $265.1k
...Enterprise Operations & Risk - Wealth Management and Trust... ...Lead project delivery, mentor junior practitioners, and support proposals... ...managers, hedge funds, private equity, fund administrators,... ...applicable geographic differential associated with the location at which the...PrivateWork at officeNight shift- ...Our client, a private equity real estate firm based here in Charlotte, is seeking an Associate, Fund Accounting to join their team as they continue to expand operations. This individual will be responsible for accounting, reporting, and cash activities for a portfolio...PrivateFull time
- ...trajectory and outstanding professional impact, preferably with large, multi-national companies/organizations, investment banking, private equity or restructuring consultingExperience in implementing rapid and successful operational turnarounds and/or rapid growth programs...PrivateApprenticeshipEasy work
$110.7k - $218.3k
...Summary Enterprise Operations & Risk - Wealth Management and Trust Operations -... ...managers, wealth managers, hedge funds, private equity, fund administrators, custodians,... ...the applicable geographic differential associated with the location at which the position...PrivateWork at officeNight shift- At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them... ...Associate to support ESG analysis for Barings public and private portfolios. This individual will partner closely with portfolio...PrivateFull time
$77.33k - $157.67k
...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including...PrivateLocal areaRemote work- ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our International Tax practice. Responsibilities:Direct... ...& Acquisition Tax, structure the tax aspects of multinational private equity and strategic mergers, acquisitions, joint ventures, dispositions...PrivateTemporary workLocal area
- ...and an environment that rewards hard work and ambition. As an Associate at Matthews™, you will join a team redefining success in commercial... .... Proactively reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build...PrivateWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Junior to Midlevel Private Wealth Associate. Be the first to apply!
- senior associate vice president Charlotte, NC
- warehouse shipping receiving associate Charlotte, NC
- policy associate Charlotte, NC
- case management associate Charlotte, NC
- associate degree computer science Charlotte, NC
- senior associate attorney Charlotte, NC
- mobile associate retail sales Charlotte, NC
- cash office associate Charlotte, NC
- line associate Charlotte, NC
- benefits associate Charlotte, NC





