Private Wealth / Trusts & Estates Associate
The People Of: Professional Services
Private Wealth / Trusts & Estates Associate Location: Austin, TX A leading global law firm is seeking a 4th–8th year Associate to join its Private Wealth Services practice in Austin. This is an excellent opportunity to work on sophisticated estate planning and wealth transfer matters for high net worth individuals and families within a highly regarded national platform. The role offers a blend of planning and administration work, with exposure to complex structures, business interests and multi-jurisdictional matters. Key Responsibilities Advise clients on sophisticated estate planning and wealth transfer strategies Draft complex estate planning documents, including trusts and advanced structures Provide guidance on gift, estate and generation‑skipping transfer tax matters Manage trust and estate administration matters Conduct legal research on complex and multi‑jurisdictional planning issues Supervise and mentor junior associates and paralegals Work closely with clients on high‑value and complex matters Who You Are 4th–8th year associate (exceptional mid‑level candidates also considered) Strong experience in trusts & estates and private wealth work Experience advising high net worth individuals and families Strong academic credentials Excellent drafting, research and communication skills Highly organised, proactive and able to manage multiple matters Experience supervising junior team members LL.M. in Taxation or Estate Planning preferred Admitted to the Texas Bar or eligible for admission Compensation Salary: Competitive and commensurate with experience Benefits: Comprehensive benefits package within a leading private wealth platform Contact Max at View email address on click.appcast.io to learn more or express interest. #J-18808-Ljbffr The People Of: Professional Services
- The People Of: Professional Services is seeking a Private Wealth / Trusts & Estates Associate to join their team in Austin, TX. This position offers an opportunity to engage in sophisticated estate planning and wealth transfer for high net worth clients within a highly...Private
- BCL Legal is seeking a Private Wealth Associate based in Dallas for a Global Am Law 100 firm. The candidate... ...bring 2-4 years of high net-worth estate planning experience, work with wealthy... ...family office structures, and handle trusts and estates administration, probate...PrivateWork at office
- ...offices in Fort Worth, is seeking a senior private banking professional to lead client... ...relationships and coordinate a cross-disciplinary wealth management team. The role focuses on... ...delivering integrated investment, banking, and trust solutions. Ideal candidates have 10+...Private
$115k
Trusts & Estates Attorney Opportunities Locations: California; Florida; Texas... ...office advisory work, wealth transfer planning, and sophisticated... ...attorneys without private wealth or fiduciary experience... ...opportunities range from mid-level associates handling sophisticated...PrivateFor contractorsWork at officeRemote workFlexible hours- DescriptionPosition at First Business BankJoin us today as the Private Wealth Specialist - Team Lead!First Business Bank is a Top Workplaces... ...for relationship support, client onboarding coordination, trust administration support, workflow management, and service execution...Private3 days per week
- Primeline Solutions LLC is seeking attorneys for various roles in trusts and estates law across the United States, focusing on estate planning,... ...litigation. Roles are available ranging from mid-level associates to partners, requiring extensive client interaction and strong...PrivateRemote job
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions....Private
$225k - $310k
...About the Opportunity A national law firm is seeking a Trust & Estate Planning Associate with 1–4 years of relevant experience to join its... ...business owners. Assisting with business succession and wealth transfer planning . Supporting federal and state income...- ...Job Description Job Description Trust Support Manager If you believe operational excellence is more than a buzzword and... ...Bay and strengthen day-to-day operational execution across the private wealth platform. This is a strong opportunity to join a respected...PrivateWork at office
- J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering advised solutions. You will help clients monitor...
- ...Regional Director of Trust and Advisory Services If you’re a proven Trust or Wealth Management leader who gets just as excited about winning new business as you... ...also have the opportunity to collaborate across Private Banking, Investment Management, Wealth Planning,...PrivateFull time3 days per week
$230k - $275k
...industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred .... ...candidate will have experience in sophisticated estate planning and drafting, trust and estate administration, estate and gift tax, and...PrivateWork at officeImmediate start$245k - $320k
Private Wealth Associate, Dallas We have a role for a Private Wealth Associate based in Dallas with a Global Am Law... ...for 2-4 years of experience in high net-worth estate planning at a nationally or regionally recognized Trusts & Estates practice is required. Experience...PrivateWork at office$100.35k - $205k
...services to individual clients and their trusts, estates, family offices, investment vehicles,... ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...the applicable geographic differential associated with the location at which the position...PrivatePrivate practiceWork at officeLocal area$160k - $215k
...Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship... ...you. You bring your real self to work and you live our values — trust, teamwork, and accountability.California residents — your privacy...PrivateFull timeRemote work$65k - $80.2k
...at—all from Day One. Job Description The Wealth Management Advisor (WMA) position is the... ...capabilities including portfolio management, trust administration, investment advisory and... ...and services Extensive knowledge of private banking products and services, including...PrivateTemporary workWork experience placementLocal area- ...lead the rollout, execution, and ongoing optimization of advanced wealth planning capabilities for our most strategic UHNW clients and... .... You will serve as a senior planning expert partnering with Private Wealth Advisors to deliver integrated analyses of net worth, liquidity...Private
- ...Join A Trusted Estate Planning FirmJoin a trusted, full-service estate planning firm built for attorneys who want to plant roots and build... ...legal services and we are ready to add an experienced associate attorney who is prepared to carry a case load from day one.This...Immediate start
$159.97k - $188.2k
...One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and... ...all of client's wealth planning, estate planning and wealth transfer needs... ...planning, philanthropic strategies, and trust and fiduciary advice. Leverages...PrivateTemporary workWork experience placementLocal area- ...Job Description Job Description Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Milwaukee office. Qualified candidates must have 4-7 years of experience and must have substantial experience in the following: drafting...Work at office
- ...Quarles & Brady is seeking a junior/mid-level associate to join our Real Estate and Land Use group in the Milwaukee or Madison office. Quarles has... ...represent sophisticated institutional investors and lenders, private equity investors of all stripes, developers, start-ups,...PrivateWork at office
$81.86k - $120.41k
...Wealth Advisor The Private Wealth Management team serves to manage, protect and... ...many reasons why our clients trust us. We get to know them — we... ...insurance, investment, and estate planning advice to clients,... ...benefits to eligible associates, such as Paid Time Off; a 4...PrivateWork at officeLocal areaFlexible hours- ...Here at Marshall Reddick Real Estate we are a fast-paced, software-centered, and rapidly... ...real estate brokerage, property management, private lending, and investment funds. We have a... ..., mentorship, and by providing a trusted system of buying, selling, and managing real...PrivateFor contractorsWork at officeImmediate start
- JPMorgan Chase in Wisconsin's Kenosha area is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will develop a book of business, deliver investment solutions, and collaborate...
- ...and ability to think outside the box? Associates on the Wealth Management Risk Team will gain exposure... ...enhancing our business. OUR IMPACT Private Wealth Management (PWM) secures, develops... ..., including private banking and trust company services. The Regional Risk Manager...PrivateWork at office
- ...individual with background in wealth management and / or family office... ...technology, data and design. Private Wealth Management (PWM)... ...beyond, which may include tax and estate planning, philanthropic planning... ...reporting solutions, building trust and rapport across PWA teams,...PrivateWork at office
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build lasting client relationships, deliver personalized investment solutions...
- ...focused book of business while serving as a trusted advisor—handling day‑to‑day needs,... ...travel Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive... ...as consulting services and financial & wealth solutions. With more than 30 specialty...Private
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Wisconsin. You will offer comprehensive financial planning and investment advice to individuals and families, building lifelong client relationships and delivering personalized solutions...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build and maintain client relationships, deliver personalized investment solutions...
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