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
$118k - $170k
Masterworks is looking for a Private Wealth Associate to join their gallery sales team in Beverly Hills, California. This role focuses on engaging ultra-high-net-worth individuals at gallery events, driving sales activities, and collaborating with Senior Advisors towards...Private$230k - $275k
...locations across the United States, dedicated to our clients and the industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider candidates for any of our offices, including our...PrivatePrivate practiceWork at officeImmediate start$118 - $170 per hour
...valuation exceeding $1 billion. We are based at 1 World Trade Center in NewYork City’sFinancial District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part of our gallery sales team — focused on driving activity, building...PrivateAfternoon shift$230k - $275k
Husch Blackwell in Los Angeles seeks a Private Wealth Associate with four to eight years of experience. This role involves sophisticated estate planning, collaboration across offices, and maintaining high professional standards under pressure. The ideal candidate will...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- 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
$125k - $144k
Senior Associate, Wealth and Asset Management - Tax, PwC US Tax LLP, Los Angeles, CA. Help clients meet their tax obligations while managing... ...the tax preparation process to bring work to completion for private equity fund, fund of funds, and hedge fund clients Providing...PrivateWork experience placementWork at officeLocal areaRemote workOverseas- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...PrivateBank staff
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team... ...to work closely with a team of senior wealth management professionals in delivering... ...investment advisory, family office, or private banking serving UHNW clients. Strong understanding...PrivateWork at officeLocal area- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking...Private
- TwinThread in Los Angeles is seeking a Private Banker to advise clients on wealth management. This role requires over six years of experience in Private Banking, an entrepreneurial mindset, and proven sales success. You will manage client relationships and provide investment...PrivateLocal area
$100k
Description Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm... ...(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$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- ...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
$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$34.55 - $55.19 per hour
CREDIT ASSOCIATE - Private Banking Commercial Real Estate The Credit Associate-Private Banking Commercial Real Estate is responsible for supporting... ...Experience working with high net worth / private banking / wealth management clients is preferred. Candidate must have...PrivateHourly payPermanent employmentWork at officeRemote work$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 work- Sr. Advisory Associate The Senior Advisory Associate serves as the primary relationship lead... ..., account updates, money movements, and private investment subscriptions with precision... ...5+ years of experience in wealth management, financial services, or a senior...Private
- ...West Enterprise Company ("Manhattan West") is seeking a 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...PrivateLocal area
$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... ...and valuation advisory challenges. As an Associate in our Portfolio Valuation Practice, you...Private$90k - $105k
...out its Global Macro Strategy team. The Associate is client-facing from day one, with exposure... ...and manage an Asian equity platform. In private markets, we invest in fintech and Latin... ...and partners, including sovereign wealth funds, tech founders, hedge fund managers...PrivateRotational programWork at office- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires a seasoned expert with over 15 years of... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional...Private
$34.32k - $90k
...Portfolio Associate Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals...PrivateTemporary workWork experience placementWork at officeLocal area$100k
Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over... ...markets advisory, and transaction analytics for private equity, hedge funds, sovereign wealth, family office, and corporate clients worldwide. Locations...PrivateFull timePart timeWork at officeWorldwideFlexible hours$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with... ...(ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide. Locations...PrivatePart timeWork at officeWorldwideFlexible hours$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application... ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses...PrivateFull timeWork at office- # 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
$60k - $70k
Overview Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA, with an office in Woodland Hills and another location... .../Agoura Hills. We are seeking a motivated and driven Associate Advisor to join our growing team. No prior experience...PrivateWork at officeMonday to FridayAfternoon shift$150k - $350k
...Compensation Based on Experience. Associates/Partner/Of Counsel — Public Sector Labor & Employment $150000 - $350000 per year | Artesia... ...the state! We provide high quality legal work to public and private sector clients across a wide range of practice areas. Why...PrivatePermanent employmentLocal areaRemote workFlexible hours$182.4k - $273.6k
As a Citi Wealth at Work (WaW) Deposits & Treasury Management Specialist, you will work closely with Wealth Banker teams within Wealth... ...to structure and position deposit solutions Awareness of Private Banking/Wealth (preferable but not required) High degree of professionalism...PrivateFull time
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