Private Wealth Associate (Junior) - Charlotte
$210k - $330kDirect Counsel
Job Description
Job Description
Private Wealth Associate – Pittsburgh or Charlotte
Direct Counsel represents a leading AmLaw 100 firm seeking a junior to mid-level Private Wealth Associate to join its growing practice. This is an excellent opportunity for an attorney with experience in estate planning, tax, trust administration, and business succession to work with high-net-worth individuals, families, and family offices.
About the RoleThe attorney will handle sophisticated estate and tax planning matters while working closely with experienced attorneys and gaining increasing responsibility and direct client contact.
Key Responsibilities- Draft wills, trusts, settlement agreements, shareholder agreements , and other estate planning documents.
- Advise high-net-worth individuals and families on estate and tax planning .
- Support estate and trust administration matters.
- Assist with business succession and family business planning .
- Conduct legal and tax research and assist with transfer tax return preparation .
- Manage multiple projects and maintain direct client relationships.
- Collaborate with attorneys and professional teams on complex private wealth matters.
- 2–5 years of relevant experience in private wealth, estate planning, tax, or trust administration.
- Strong drafting, research, analytical, and communication skills.
- Ability to manage multiple matters and work independently.
- Strong academic credentials and commitment to client service.
- JD from an accredited law school.
- Admitted in Pennsylvania, North Carolina, or South Carolina , or eligible to waive in.
- Willingness to obtain Florida bar admission .
- Work with high-net-worth families, family offices, and closely held businesses .
- Receive active mentorship and opportunities for career growth.
- Gain meaningful client exposure and increasing responsibility.
- Join a collaborative, growing national private wealth practice.
Locations: Pittsburgh, PA or Charlotte, NC
Experience: 2–5 years
Compensation: $210,000–$330,000 , depending on experience and qualifications.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Associate (Junior) - Charlotte in Charlotte, NC vacancy
- K&L Gates LLP is seeking a junior to midlevel private wealth associate to join our growing practice in Charlotte, NC or Pittsburgh, PA. The role involves drafting complex documents, estate and trust administration, research, and client contact. Ideal candidates have 2-5...PrivateJunior
$210k - $330k
...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... ...areas and be open to placement in the Pittsburgh or Charlotte office.Qualifications include:Experience in the above...PrivateJuniorFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work$210k - $330k
...same place. Job Summary K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, which encompasses estate and tax planning... ...and be open to placement in the Pittsburgh or Charlotte office. Qualifications Include Experience in the...PrivateJuniorTemporary workPrivate practiceWork at officeLocal areaRemote workRelocationFlexible hours- K&L Gates is seeking a junior to midlevel associate to join its growing private wealth practice, focusing on estate and tax planning for high-net-worth families, servicing family offices, and business succession planning. The role involves drafting wills, trust & shareholder...PrivateJuniorPrivate practice
- Morgan Stanley Charlotte seeks a senior service associate to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, deliver an exceptional client experience, and assist with digital tools, portfolio holdings, and proposal tools...Private
- ...Senior Associate Or CounselDirect Counsel represents a prestigious AmLaw firm seeking a Senior... ...Practice.Locations: Charleston, SC | Charlotte, NC | Miami, FL | Nashville, TN | New... ...company matters, M&A transactions, and private equity deals.Responsibilities:Advise public...Private
Direct Counsel
Charlotte, NC1 day ago - 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...PrivateWork experience placementLocal area
- Capitala Group, based in Charlotte, NC, seeks an Associate to support underwriting, analysis, and execution of transactions, including LBOs, recapitalizations, and growth financings. You will build financial models, screen potential deals, and prepare investment memoranda...Private
- F.N.B. Corporation in Charlotte, NC seeks a Private Banker 3 to market private banking services to business owners and executives and to grow client relationships. The role emphasizes cross-selling wealth and insurance products and coordinating with COIs to expand opportunities...Private
- A full-service firm is seeking a Corporate M&A Associate to join its Chambers recognized practice in Charlotte. This opportunity is well suited for an experienced... ...of complex business transactions for public and private companies and private equity and investor groups,...Private
- ...lending opportunities nationwide. DSM is seeking an Associate to join our private wealth team. In this role, you will partner closely with senior... ..., and platform home offices. Location: Remote Charlotte, NC Responsibilities • Partner with senior team members...PrivateWork at officeRemote workHome office
$117k - $175k
...clients in partnership with a private bank credit team. Key... ...credit requirements. The Global Wealth Investment Management-Sr Credit... ...making processReviews work of junior teammates to provide feedback... ...communities we serve.SummaryLocation: Charlotte; New YorkType: Full timePrivateFull timeBank staffWork at officeDay shift$235k - $360k
...Job Description Job Description Midlevel Private Equity Associate Locations: Charleston, SC | Charlotte, NC | Pittsburgh, PA | Raleigh, NC Compensation: $235,000 – $360,000 per year, based on experience Direct Counsel is representing an Am Law 100 firm seeking...PrivatePrivate practiceFlexible hours$270k - $410k
...prestigious AmLaw firm seeking a Senior Associate or Counsel to join its Executive... ...Practice . Locations: Charleston, SC | Charlotte, NC | Miami, FL | Nashville, TN | New York... ...company matters, M&A transactions, and private equity deals. Responsibilities: Advise...Private- The Strategic Investment Associate will play a crucial role in the execution of strategic investments and non-bank acquisitions. We are... ...2+ years of experience in Investment Banking, Venture Capital, Private Equity, or a similar financial or investment role. Preferred Qualifications...PrivateWork at officeLocal area
- ## Private Banker - Charlotte, NCApplylocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob... ...satisfaction and to develop banking, wealth and insurance cross sell... ...and interacts with other bankers and associates to achieve service objectives. The incumbent...PrivateWork at office
- ...Registered Private Wealth Client Associate Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...PrivateSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Charlotte, NC21 hours ago - ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...
- 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
- JPMorganChase in Charlotte, NC is seeking an experienced Private Banker to manage client relationships and provide comprehensive financial solutions. The ideal candidate should possess a Bachelor's degree, strong sales acumen, and at least six years of experience in Private...Private
- ...Job Description An employer is seeking a Junior Scrum Master for a large financial client sitting in Charlotte, NC. This person will be supporting the clients digital... ...about how we collect, keep, and process your private information, please review Insight Global's Workforce...PrivateJunior
Insight Global
Charlotte, NC2 days ago - ...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
- Job OverviewA law firm seeks a Corporate Trust Junior Associate in Charlotte, North Carolina. The position requires 1-3 years of experience in capital markets transactions, focusing on structured finance. Candidates must demonstrate excellent writing, work experience, academic...JuniorWork experience placement
- A leading IT consulting firm is seeking a Junior Project Manager for a contract position in Charlotte, NC. This entry-level role requires strong project management skills, with a focus on scope and schedule management. Candidates should have at least 2 years of experience...JuniorContract work
- ...Lawyer / Attorney / Counsel - Junior / Senior / Lead Charlotte, North Carolina, United States About... .... Experience: From early-career associates, compliance analysts, paralegals to... ...Real Estate Venture capital / Private equity / M&A Employment & Labor...PrivateJuniorContract work
Catalyst Labs, LLC
Charlotte, NC21 hours ago - Job Overview A law firm seeks a highly qualified junior to mid-level associate to join its Structured Finance & Derivatives Practice Group in Charlotte. The ideal candidate will have 2-5 years of relevant legal experience in esoteric asset-backed securitization, with consideration...JuniorRelocation package
- At Barings, we are as invested in our associates as we are in our clients. We recognize those... ...& AnalyticsLocation: London UK, Charlotte NCJob SummaryThe Quantitative & Risk Analytics... ...support ESG analysis for Barings public and private portfolios. This individual will partner...PrivateFull time
- Job Overview A law firm seeks an experienced family law attorney to join their team as a Senior Associate or Junior Partner in Charlotte, North Carolina. The firm is dedicated to providing exceptional legal services and is looking for a highly skilled attorney to uphold...Junior
- Job Overview A law firm seeks an experienced transactional attorney to join their team as a Senior Associate or Junior Partner in Charlotte, NC. The ideal candidate will provide exceptional legal services in various transactional matters and contribute to the firm's tradition...Junior
- ...with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses on long-... ...understanding of the complexities associated with family office clients,... ..., estate planning, tax concepts, private investments, or philanthropy is highly...PrivateFull timeWork at office
Biltmore Family Office, LLC
Charlotte, NC1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Associate (Junior) - Charlotte. Be the first to apply!
Related searches
- senior associate architect Charlotte, NC
- IT associate Charlotte, NC
- cleaning associate Charlotte, NC
- venture associate Charlotte, NC
- associate general counsel Charlotte, NC
- equipment associate Charlotte, NC
- recruiting associate Charlotte, NC
- law associate Charlotte, NC
- strategy associate Charlotte, NC
- radiology associates Charlotte, NC