Private Wealth Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Wealth Associate in Los Angeles. The ideal candidate will have 4 or more years of experience in tax and wealth planning for high-net-worth clients. Duties Advise clients on tax and wealth planning strategies. Develop and implement estate planning solutions. Collaborate with a team of legal professionals to meet client needs. Maintain up-to-date knowledge of relevant laws and regulations. Requirements Minimum of 4 years of experience in tax and wealth planning. Proven track record of working with high-net-worth clients. Strong analytical and problem‑solving skills. Education Juris Doctor (JD) degree required. Certifications Bar admission in the state of California. Skills Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Detail-oriented with strong organizational skills. Benefits Comprehensive health insurance. Retirement savings plan. Professional development opportunities. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Associate in Los Angeles, CA vacancy
$76k - $88k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high...PrivateFlexible hoursAllianceBernstein
Los Angeles, CA5 days ago$85k - $120k
...AngelesJob TypeFull Time Key responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial Advisors in developing and... ...business growth initiatives.The teamYou'll be working in the Private Wealth Management (PWM) team in Century city-Los Angeles Our...PrivateFull timeWork at officeFlexible hours- ...We are partnered with a leading Private Wealth Management firm seeking a driven and versatile Private Wealth Associate to join their Los Angeles team. This individual will work directly alongside Wealth Advisors supporting high-net-worth and ultra-high-net-worth clients...Private
Drum Associates
Los Angeles, CA2 days ago $68k - $120k
...Wealth Management AssociateWealth 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...PrivateTemporary workWork experience placementLocal areaMorgan Stanley
Santa Monica, CA5 days ago- Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This role partners with senior Financial Advisors to deliver sophisticated wealth management solutions...Private
- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...Private
- Harrison Gray Search has been retained by one of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite client service team. This is more than a traditional support role. As a Private Wealth Associate , you will serve as...Private
$80k - $85k
We are partnering with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team. This is an exceptional opportunity for an experienced, licensed financial services professional who genuinely loves client service, takes tremendous...Private$68k - $120k
POSITION SUMMARY: Wealth 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,...PrivateTemporary workWork experience placementLocal area- JPMorganChase in Los Angeles is seeking a Community Private Client Advisor to deliver comprehensive financial planning and investment... ...clients' needs beyond investments, with a focus on growing a trusted advisory business in Wealth Management. #J-18808-Ljbffr JPMorganChasePrivateLocal area
$205k - $295k
...supported by in-house experts in other areas of the firm including Private Client & Tax, Trust Litigation, Corporate and Employment. They... ...events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel...PrivateWork at officeLocal area- JPMorganChase in the U.S. Private Bank seeks a National Client Banker to advise families on building, preserving and managing wealth in partnership with local coverage markets. You will use investments, financial planning, credit and banking knowledge to advise clients...PrivateLocal area
$205k - $295k
...supported by in-house experts in other areas of the firm including Private Client & Tax, Trust Litigation, Corporate and Employment.They... ...events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel...PrivateWork at officeLocal areaWithers Worldwide
Los Angeles, CA2 days ago$100k - $160k
...many of the world’s largest hedge funds, private equity funds, direct lending funds,... ...offer a unique opportunity to work on a wealth of projects that provide exposure to various... ...securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you...PrivateFull timeWorldwide$96k - $125k
...together, let's write the story of your success!The RoleSenior Associates in our Cost Segregation practice serve as members of various... ...and residential rental real estate, telecommunications, private wealth, and finance and banking.Senior Associates should have a significant...PrivateFull timeFor contractorsWork experience placementH1bWork at officeLocal areaWork visa$100k
...Description Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is... ...sustainability (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
Los Angeles, CA2 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
Los Angeles, CA2 days ago$98.35k - $115.7k
...you excel at—all from Day One.Job DescriptionThe PWM Associate Client Services Team Leader / Manager is responsible for leading a team of PWM Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This leader is accountable for driving...PrivateFull timeLocal area$120k - $300k
...West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning...PrivateFull timeLocal areaRemote workManhattan West
Los Angeles, CA3 days ago$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in...PrivateBank staffRemote workShift work$100k
...belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values... ...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our...PrivateFull timeTemporary workLocal areaFlexible hours$100k
...Citi’s is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform... ...-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments...PrivateFull timeSummer workInternshipWork at office- ...Associate, Wealth Management Los Angeles, CA Who We Are IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results...InternshipFlexible hours
IEQ Capital
Los Angeles, CA5 days ago $20 - $21.5 per hour
...like real estate, entertainment and media, private equity and venture capital, and high-... ...build sustainable businesses and expand our associates’ potential for career advancement.... ...customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams...PrivateWeekend workEast West Bank
Monterey Park, CA4 days ago- # Associate, Institutional Client Group (Korean Speaking)Home » Job Openings » Associate,... ...today!**POSITION PURPOSE:**CIM Group is a private alternatives asset manager with 30-years... ...serving pension funds, sovereign wealth funds, and endowments—as well as the Financial...Private16 hoursInternshipWork at officeLocal area
$28.52 - $40.29 per hour
...of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Private Bank Associate (PBA), Executive Wealth Services, Private Bank - The Private Bank Associate (PBA) is a generalist position that has primary responsibility...PrivateHourly payWork at officeFlexible hoursShift workDay shift$115k - $130k
...DescriptionAres Management is looking to hire an Associate for the Global Client Solutions (“GCS”)... ...all business lines at Ares (credit, private equity, real assets, infrastructure,... ...driven role, preferably within investment/wealth management, business management/strategy...PrivateFull timeTemporary workWork experience placementFlexible hours$70k - $115k
...world’s largest pension funds, sovereign wealth funds, and institutional investors.... ...seeks qualifiedand experienced Analysts and Associates for our Investments & Portfolio Management... ...multiple internships or working in the private/public sector; Proficiency in Microsoft...PrivateWork experience placementInternshipWork at officeRemote work3 days per week$83.41k - $168.59k
...people are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory (... ...capital project types for both public and private clientsMaster's degree from an accredited...PrivateContract workH1bLocal area- Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance. This role requires a bachelor’s degree, FINRA licensing, and strong communication...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Associate. Be the first to apply!
Related searches
- eye associates Los Angeles, CA
- ecommerce associate Los Angeles, CA
- fraud associate Los Angeles, CA
- facilities associate Los Angeles, CA
- part time associate Los Angeles, CA
- psychology associate Los Angeles, CA
- front desk associate Los Angeles, CA
- associate financial representative Los Angeles, CA
- partnerships associate Los Angeles, CA
- junior legal associate Los Angeles, CA