Private Wealth—Family Office Associate
BOK Financial Corporation
BOK Financial Corporation is seeking a Family Office Consultant I in Dallas, Texas. This position involves managing family office services for high net worth clients, collaborating with various advisors and teams to meet client needs and administer complex account relationships. The ideal candidate should have a Bachelor’s degree and relevant experience in Trust Administration, demonstrating strong analytical and communication skills. Join a supportive team where integrity and entrepreneurial spirit are valued. #J-18808-Ljbffr BOK Financial Corporation
- ...Description Goldman Sachs’ Asset & Wealth Management Division (AWM) is... ...spanning public and private asset classes, industries, and... ..., individuals and family offices. Asset & Wealth Management:... ...Identification 171288 Job Category Associate Posting Date 05/26/2026, 07:...Work at officePrivateFull time
$235k - $365k
...Law 100 law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from its Dallas office. 2-4 years of experience in high net-worth... ...required. Experience working with high-net-wealth families and family office structures, trust and...Work at officePrivate- ...Associate, Single Stock Structuring Equity Structuring is currently... ...Restricted Stock. Across Wealth Management, Goldman Sachs... ...individuals, as well as family offices, foundations and endowments,... ...and design. Goldman Sachs Private Wealth Management (PWM) specializes...Work at officePrivate
- ...Asset & Wealth Management, Private, Divisional CFO, Associate - Dallas Job Description A career with Goldman Sachs Asset... ...Headquartered in New York, we maintain offices around the world. We believe who... ...service for employees and family members facing critical health situations...Work at officePrivateFull timeRemote work
- Job Description Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM... ...for ultra high net worth individuals and families, as well as select institutions,... ...Headquartered in New York, we maintain offices around the world. Goldman Sachs is an...Work at officePrivateFull time
- ...Client Onboarding Technology The Private Wealth Management (PWM) business... ...As a member of Agile, this Associate‑level Scrum Master will help... ...based on employee level and office location. We promote time... ...advocacy service for employees and family members facing critical...Work at officePrivateFull timeWork experience placement
- ...clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure... ...Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth...Work at officePrivateFull timeTemporary workInternshipLocal area
- ...Dallas to lead discussions on multi-generational legacy planning for clients. The role involves strategic planning, family meetings, and providing advice on wealth management, requiring a Bachelor’s degree and 10 years of experience in relevant fields. Strong interpersonal...Work at officePrivate
- # ASSOCIATE, WEALTH ADVISORDallas Office - Dallas, TX 75219## OverviewLevelExperienced## Description**About Cresset**Cresset is a firm built... ...for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth...Work at officePrivateFull timeTemporary workInternshipLocal area
$230k - $275k
...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 virtual office, The Link; however, candidates in Dallas,...Work at officePrivatePrivate practiceImmediate start- Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas Job Description YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational...Work at officePrivateFull time
$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...Private- ...and detail‑oriented Operational Risk Associate to join our AM Private Operational Risk team. This position... ...segments within the Goldman Sachs Asset & Wealth Management (AWM) division. The... ...abilities. Strong proficiency in Microsoft Office Suite, including Excel, PowerPoint,...Work at officePrivate
- ...wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term... ...priorities. We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and...Work at officePrivateFull timeTemporary workRemote work
- Corient Private Wealth LLC. is seeking an Associate, Personal CFO in Dallas, TX. This full-time position involves bookkeeping functions, vendor management, and financial statement familiarity. Candidates should have a Bachelor's degree in Accounting and at least 2 years...Work at officePrivateFull time
$72k
Associate, Private Market Clients - (January 2026 Start) Associate, Private... ...500 employees across twelve offices worldwide, delivering around... ...0 2 weeks ago Entry Level - Wealth Management Associate Dallas,... ...Management, Wealth, Partner Family Office, Client Analyst - Dallas...Work at officePrivateFull timeJanuary startRemote workWorldwideFlexible hours- ## Private Wealth AssociateApplylocations: Dallas, Texastime type: Full timeposted on: Posted... ...caliber talent. Bernstein Private Wealth Associates are client service professionals who... ...planning for high-net-worth individuals and families.An Associate will:* Collaborate and...PrivateFlexible hours
- ...combines the best attributes of family office flexibility and... ...interest. What began as a modest, privately-owned real estate development... ...Capital Group is seeking an Associate General Counsel, Financial Services... ...("FSG"), including its wealth management, insurance and...Work at officePrivate
- ...Actions and Covenants-Dallas-Associate Job Description At... .... The Asset & Wealth Management Division (AWM... .... The Asset Management Private investing business operates... ...collaboration with Global Front Office, Strategists,... ...service for employees and family members facing critical...Work at officePrivateFull timeFlexible 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.... ...' unique situations Location : In-office presence required Work-Life Balance :...Work at officeWork experience placementLocal areaFlexible hours
- ...Private Wealth Director Northern Trust, a Fortune 500 company, is a globally recognized,... ...the world's most successful individuals, families, and institutions by remaining true to... ...Houston, Austin, Dallas or Fort Worth office. What You'll Do Cultivate and...Work at officePrivateTemporary workFlexible hours
- ABOUT ASSET & WEALTH MANAGEMENT Goldman Sachs' Asset & Wealth Management Division (AWM)... ...solutions, with strategies spanning public and private asset classes, industries, and... ...endowments, foundations, individuals and family offices. Asset & Wealth Management: Change Management...Private
- ## Associate, Personal CFOApplylocations: Dallas, TXtime... ...worth individuals and families to enjoy a full life,... ...to preserve their wealth for future generations... ...continuous improvement* Family Office Experience preferred*... .... #J-18808-Ljbffr Corient Private Wealth LLC.Work at officePrivatePermanent employmentTemporary workFlexible hours
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams...Private
- ...advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Senior Associate! Our Family Office practice provides accounting and... ...bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing...Work at officeLocal areaWorldwide
- ...our clients and communities. The Asset & Wealth Management space is made up of Goldman... .... Headquartered in New York, we maintain offices around the world. We believe who you are... ...medical advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary work
- ...simplify complexity for Private Bank clients by... ...articulate and achieve their wealth goals. Create steams... ...CONDITIONS: Normal office environment with little... ...employees and their families, encompassing physical... ...be responsible for any associated fee. Fifth Third Bank...Work at officePrivateWork experience placementPrivate practice
- ...Family Office Consultant I Dallas, TX, US, 75001 Req ID: 78204 Location: Dallas -DAL Areas of Interest: Relationship Management; Finance... ...BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...Work at officePrivateWork experience placementLocal area
- ...America is committed to an in-office culture with specific... ...mineral and energy interests, and private businesses. Key responsibilities... ...role supports fiduciary, wealth management, and trust professionals... ...interests held on behalf of families, nonprofit organizations,...Work at officePrivateShift workDay shift
- ...Front Desk Associate Preston Playhouse is an indoor pickleball,... ...in the heart of Dallas, this family-friendly destination offers 9... ...Bar M and located across the private membership club. At Preston... ...with computers and standard office software (Microsoft Office, POS...Work at officePrivateFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth—Family Office Associate. Be the first to apply!
- trading associate Dallas, TX
- program associate Dallas, TX
- selling associate Dallas, TX
- immigration associate Dallas, TX
- grants associate Dallas, TX
- onboarding associate Dallas, TX
- associate attorney Dallas, TX
- transaction processing associate Dallas, TX
- associate professional Dallas, TX
- search associate Dallas, TX


