Senior Estate Planning Attorney for UHNW Wealth Solutions
Mercer Advisors
Mercer Advisors is seeking an Estate Planning Attorney to join the Wealth Solutions group. The role supports high-net-worth clients with planning, trust, and tax strategies, collaborating with wealth advisors and internal teams. Preference is given to candidates in the Bay Area, Orange County, or San Diego, with in-office presence 1–2 days per month. The candidate will review documents, advise on changes, and mentor junior strategists while remaining current on related laws nationwide. #J-18808-Ljbffr Mercer Advisors
- Mercer Advisors is seeking an Estate Planning attorney to join the Wealth Solutions group. The role focuses on providing and implementing planning strategies for high net worth clients, with a strong preference for candidates in the Bay Area, Orange County, or San Diego...SeniorRemote jobWork at office
$249k - $325k
GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4-8 years...SeniorFull timePrivate practice$130k - $150k
...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single... ...Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment...SeniorTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$150k - $225k
Jobot in California seeks a Senior Estate Planning Attorney to work remotely from within California. You will advise high net worth clients on sophisticated... ...strategies, draft wills and trusts, and coordinate with wealth advisors. The role offers a competitive compensation...SeniorRemote job- The Senior Attorney - Trusts & Estates independently manages and leads matters involving estate planning, trust formation and administration, probate proceedings, fiduciary representation... ..., and initiative to deliver thoughtful solutions and exceptional client service. Senior...SeniorLocal area
- ...Mercer Advisors is seeking an Estate Planning professional to join our Wealth Solutions team, focusing on comprehensive estate planning for high-net-worth clients. The role supports in-office collaboration preferred in the Bay Area, Orange County, or San Diego, with occasional...Work at office
- DLKLawGroup PC is seeking a Senior Attorney for Trusts & Estates to manage estate planning, trust formation, and probate proceedings. The role requires advanced legal judgment, strong leadership, and organizational skills. You will supervise staff, advise clients on estate...Senior
$70k - $85k
...experienced Permanent Quality Engineer to join our team. The ideal candidate will have a strong background in APQP, PPAP, IATF, SPC, control plans, and problem-solving. This is a full-time permanent position that offers competitive compensation and benefits packages....SeniorPermanent employmentFull timeLocal areaRemote workFlexible hours$249k - $325k
Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range...SeniorFull timePrivate practice$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorFull timeWork at office$249k - $325k
...Job Description Private Wealth Services Associate San Diego... ...firm is seeking a Mid to Senior-Level Associate to join its... ...families on sophisticated estate planning, wealth transfer, and trust... ...Supervise and mentor junior attorneys while independently managing...SeniorFull timePrivate practice$152.61k - $273.18k
...PURPOSE OF THE JOBThe purpose of the Senior Managing Litigation Attorney is to oversee a team of attorneys... ...processes, as well as assists with budget planning, financial measures and results. The... ...answer questions and assist in the solution to complex problems.SUPERVISORY...SeniorFull timeLocal areaWork from home- ...Job Overview A law firm seeks an Estate Planning Attorney in San Diego, CA. The ideal candidate is experienced, empathetic, organized, and detail... ...Office Suite and case management software. Experience with Wealth Counsel drafting is desired. Education J.D. from an...
- ...Estate Planning AttorneyAre you passionate about helping estate planning clients protect themselves... ..., and charismatic Estate Planning Attorney who is ready to take the next step in your... ..., and case management softwareExperience with Wealth Counsel drafting is desired...
$140k - $180k
...Job Description Full-Time Senior Associate Attorney Opportunity at Astuno & Associates... ..., but not limited to, real estate law, family law, business/corporate law, estate planning, employment law, and general... ...with clients to provide solutions tailored to their specific needs...SeniorFull timeInternshipWork at officeFlexible hours- Overview Summary of Position: The Senior Attorney - Trusts & Estates Litigation plays a key leadership role within the firm, handling complex trusts... ..., sound judgment, and initiative to deliver thoughtful solutions and exceptional client service. Senior Attorneys are expected...SeniorLocal areaRemote work
$85k - $140k
...Description Full-Time Associate Attorney at Astuno & Associates, APC Position... ..., including business, real estate, domestic relations, and estate planning/trust and estates. For families and... ...closely with clients to provide solutions tailored to their specific needs...Full timeInternshipWork at officeImmediate startFlexible hours$90k - $130k
CAPTRUST is hiring a Centralized Wealth Planning Senior Specialist to support wealth management solutions for clients. You will directly collaborate with wealth management teams to enhance financial planning strategies and onboarding processes. This role demands a strong...SeniorWork at office- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building... ..., upholding fiduciary standards and delivering tailored, goals-based financial solutions. #J-18808-Ljbffr BBVA Global Wealth AdvisorsSenior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...and guidance to clients on tax planning, compliance, and strategy.... ...increased efficiencies. As a Senior Associate you shall analyze complex... ...with digitization solutions- Working with large, complex...SeniorFull timeSecond jobH1b- ...leading probate, trust and estate firms. Brierton, Jones... ...seeking an Associate Attorney to join our growing... ...expertise, practical solutions, and exceptional representation... ...Work closely with senior attorneys and support... ...Experience in estate planning, trust and probate...Work at officeLocal area
- ...They are seeking experienced Senior Wealth Advisors to join their team... ...team support, a deep planning platform, strong client acquisition... ...planning: retirement, tax, estate, investments, and more... ...estate, trust, and investment solutions for true holistic advice Defined...SeniorWork at officeLocal areaRemote work
$200k - $280k
...Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a... ...disciplines — investment strategy, tax and estate planning, philanthropic advisory, and family... ...track record of developing and maintaining UHNW client relationships. Ability to...SeniorFull timeWork at office$90k - $130k
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our wealth management teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding...SeniorWork at officeLocal area$180k - $280k
...Senior Attorney - Personal Injury Litigation (San Diego) Wilshire Law Firm is a distinguished, award-winning legal practice with over... ...and meticulous attention to detail. Reliably commute to or planning to relocate to San Diego, CA. Compensation ~$180,0...SeniorRelocationFlexible hours$310k - $420k
...infrastructure acquisitions, divestitures, project financing, and real estate transactions. Qualifications & Experience Experience: 4-7 years... ...with the California Independent System Operator (CAISO) planning process is highly valued. Skills: Experience running matters...SeniorFull timeWork at officeLocal area$110k - $180k
...Join Our Team as an Estate Planning, Trust, and Probate Attorney About San Diego Elder Law Center San Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley. Phil is a nationally...$90k - $150k
...Associate Attorney – Estate Planning, Probate, Trusts, and Conservatorships Location: Hybrid / Remote (Must reside in Orange County or San Diego County, or available to get there) Compensation (Full-Time): $90,000 - $150,000 DOE + Performance Bonuses Compensation (Part...Full timePart timeRemote work- ...Battaglia & DeKoning in San Diego seeks an Associate Attorney specializing in Trusts and Estates to handle estate planning, administration, conservatorships, and related public benefits planning. The role emphasizes autonomous client service and growth within the firm....
- ...Overview A law firm seeks an experienced Senior Associate Attorney in San Diego,CA, with a minimum of four years of family law practice. The... ...research and writing abilities. Strong negotiation and strategic planning skills. Ability to mentor and lead junior attorneys....SeniorRemote workTrial period2 days per week1 day per week
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