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
$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- Bernstein Private Wealth Management in Los Angeles seeks Associates for its Associate Development Program (ADP). You will partner with Advisors to provide portfolio analysis, accounting setup, and client meeting preparation, while building client relationships and delivering...Private
- Husch Blackwell LLP in the United States seeks a Private Wealth Associate with four to eight years of experience, preferably in California or related markets, with strong estate planning and drafting skills. Prior law firm experience is required and bar admission in the...PrivateWork at office
- Morgan Stanley in Santa Monica is seeking a Senior Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on client service, reports, and marketing activities. The role emphasizes building trusted client relationships and helping execute...Private
- BCG Attorney Search is seeking a Private Wealth Associate in Los Angeles. The ideal candidate will have over 4 years of experience in tax and wealth planning for high-net-worth clients. Responsibilities include advising clients on planning strategies, developing estate...Private
$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...Private- AllianceBernstein L.P. in Los Angeles seeks an Associate Development Program participant for Bernstein Private Wealth Management. You will collaborate with Financial Advisors to deliver asset allocation guidance, portfolio analysis, and wealth planning support for high...Private
$120k - $135k
Job Description Job Duties: Associate, Business Development with Goldman Sachs & Co. LLC in... ...advisory business. Create comprehensive wealth management plans for high-net-worth... ...estate planning, philanthropic planning, and private banking and lending services. Work to...Private- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver best-in-class service to corporate... ...Management Process and coordinate with the enterprise to offer private bank capabilities and personalized solutions. The role may...Private
- City National Bank is seeking a Private Wealth Analyst to support Private Banking client teams with investment analysis and financial planning materials for high-net-worth clients in a defined region. The role partners with PB teams for business development, client onboarding...Private
$205k - $280k
...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$106.4k - $221.38k
...people are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice.... ...performance improvement engagements for private equity clients and support the process from...PrivateFull timeH1bLocal area- ...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
- City National Bank seeks a Private Wealth Analyst to support private banking client teams with investment analysis and financial planning materials for high-net-worth clients in the region. You will create portfolio and market analyses, assist with financial planning,...Private
$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high ‑net‑worth and ultra‑high‑net‑worth clients. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication...Private$76k - $82k
...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,...PrivateFlexible hours- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000... ...worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...Private
$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$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$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to... ...worth investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...PrivateFull time$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports... ...-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through...PrivateFull time$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the... ...and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing...PrivateFull time$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 hours$115k - $160k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...the client service experience for the Private Wealth Management. Accountable for proactive...PrivateFull timeContract workWork at officeWork from homeHome officeShift workDay shift- ...worth individuals and families with complex, multi-generational wealth transfer needs. This is an opportunity to do sophisticated... ...Taxation or CPA a plus) Charitable giving planning experience (private foundations, CRTs, CLTs, donor-advised funds) Business succession...Private
- ...alternative application process. Sr. Advisory Associate 8 days ago Requisition ID: 1891 The... ..., account updates, money movements, and private investment subscriptions with precision... ...5+ years of experience in wealth management, financial services, or a senior...Private
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal 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 work$100k - $125k
...Senior Associate, Asia Pacific Institutional Sales Team CIM Group is a private alternatives asset manager with 30-years of experience and approximately $32 billion in... ...APACprimarily serving pension funds, sovereign wealth funds, and endowmentsas well as the Financial Institutions...Private16 hoursInternshipWork at officeLocal area
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