Private Wealth Services Associate
The People Of: Professional Services
Private Wealth Services Associate Location: Fort Lauderdale, FL A leading global law firm is seeking a junior Associate with 0-4 years of experience to join its Private Wealth Services practice in Fort Lauderdale. This is an excellent opportunity for a recent graduate or junior attorney interested in developing a sophisticated private client practice advising high-net-worth individuals, families, business owners and closely held businesses on complex estate planning, wealth preservation and tax matters. Key Responsibilities Assist with sophisticated estate planning for domestic and international clients Draft wills, trusts and other estate planning documents Research complex tax, probate and trust administration issues Draft legal memoranda on private wealth matters Support the administration of estates and trusts Assist with probate filings and asset transfers Participate in client meetings and the development of tailored wealth preservation strategies Assist with gift, estate and generation-skipping transfer tax returns Monitor developments in tax law and estate planning Collaborate with attorneys across the broader Private Wealth Services practice Who You Are 0-4 years of relevant experience J.D. or J.D./LL.M. from an ABA-accredited law school Experience in estate planning, tax or a related practice is preferred LL.M. in Taxation or Estate Planning is advantageous, but not required Demonstrated interest in private wealth, estate planning or tax law Strong academic credentials Excellent legal research and writing skills Strong analytical skills and attention to detail Excellent organizational and time management abilities Florida Bar admission or willingness to become admitted promptly Comfortable working onsite in Fort Lauderdale Compensation Competitive market compensation based on experience and qualifications. Benefits Competitive compensation and comprehensive benefits, alongside dedicated training, professional development and the opportunity to build a sophisticated private wealth practice within a collaborative team. #J-18808-Ljbffr The People Of: Professional Services
- Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...PrivateWork at officeLocal areaWork visa
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...No finance background? No problem—sales, service, or people‑facing experience is a big plus... ...your move into sales leadership and wealth management. Income support to get you started... ...Wealth Manager jobs in Pasco County, FL . Private Client Banker - Mitchell Ranch on Little...SuggestedFull timeTraineeship- ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...Suggested
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- ...investment solutions, exceptional client service, and a collaborative, high-integrity... ...the full-time position of Client Services Associate, reporting to the Director of Client Services... ...related to alternative investments, private funds, banks, and third-party agents. Support...PrivateFull timeWork at officeWork from home1 day per week
$30 - $40 per hour
...registered professional with brokerage or private banking experience who understands... ...Minimum 1+ years of banking, brokerage, wealth management, or private banking experience... ..., KYC, and bank policies. Strong client service orientation Excellent verbal and written...PrivateHourly payLocal area- JPMorgan Chase & Co. in Florida seeks a Private Client Banker to manage affluent clients and a broad customer base in the Branch. You... ...to mortgage, banking, and business experts while promoting self-service access and strong regulatory adherence. #J-18808-Ljbffr JPMorgan...
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior... ...-to-end support and advisory services, covering areas such as... .... Our clients include asset, wealth, and investment advisers and... ...applicable geographic differential associated with the location at which...PrivateOdd jobWork experience placementLocal area- JPMorgan Chase in Florida is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage... ...with specialists to connect customers to experts, promote self-service options, and ensure compliance with banking regulations. The role...Weekend work
- ...ARE & WHAT WE DO Tallahassee Memorial Healthcare (TMH) is a private, nonprofit community-based healthcare system that provides care... .... HOW YOU'LL MAKE AN IMPACT The Environmental Services Attendant , also known as Housekeeper is responsible for:...PrivateAll shiftsShift work
$85k - $120k
...founder within a highly regulated financial services environment (FINRA, SEC). This is not a... ...bring a background in finance, legal, or private equity, carry yourself with executive... ...SEC-regulated environment. Background in wealth management, family office, or private client...PrivateWork at office- ...processes, HIPAA, and regulatory requirements preferred. Associate degree or one to two years related experience; or... ...day. We specialize in long-term adult and pediatric private duty nursing, personal care services, and family caregiving programs, all with a personalized...PrivateLocal area
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- Employment Solutions is seeking several Remote Bilingual Customer Service Representatives to assist individuals affected by natural... ...proficiency, 2-3 years in a fast-paced call center, and a quiet, private workspace with a wired internet connection. #J-18808-Ljbffr Gould...PrivateRemote job
$17 per hour
...Make an impact—while working from home. Join BCA Financial Services and help patients resolve their accounts with empathy, clarity,... ...Must reside in: FL, GA, MO, NE, NC, SC, TN, or VA Quiet, private workspace High-speed internet (minimum 20 Mbps download / 10...PrivateFull timeWork at officeImmediate startRemote workWork from homeMonday to Friday- ## Environmental Services WorkerApply: Hialeah, FL: Full time: Posted Today: JR105099**As Mount Sinai grows, so does our legacy in high... ...more. Mount Sinai takes pride in being South Florida's largest private independent not-for-profit hospital, dedicated to continuing the...PrivateFull time
- ...Work is performed under the general supervision of the Social Services Director. Receives telephone calls and personal client visits... ...as required. Interacts extensively with members of the public, private contractors and Building Department staff on housing projects which...PrivateFor contractorsWork experience placementBank staffWork at officeLocal areaRelocation
$40.32k - $46.81k
...Department of Health Working Title: HUMAN SERVICES PROGRAM CONSULTANT I - 64001668 Pay... ...the program at workshops, conferences, association meetings and other activities to recruit... ...working relationships with public and private organizations, partnerships, and programs...PrivateWork at officeLocal areaFlexible hours- ...Job Description Tallahassee Memorial Healthcare (TMH) is a private, nonprofit community-based healthcare system that provides care to... ...post-master's degree work experience in a social work or human services field. \n \n Preferred Experience: \n \n Three (3) years...PrivateWork experience placement
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- ...execute their finance and global business services agendas and strategies. You will work... ...across government agencies, non-profits, and private-sector clients.Lead the full pursuit... ...growth. Manages risk and opportunities associated with diverse and complex grant programs...PrivateContract workLocal area3 days per week
$20.83 per hour
...with a motivated client and play an important role in her stroke recovery and daily quality of life. Hiring info We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast...PrivateImmediate startMonday to Friday- ...infrastructure investment worldwide, our services are in great demand. We invite you to... ...and overseas. We work for both public and private sector clients across a diverse range of... ...highways/access, utility infrastructure and associated infrastructure for complex,...PrivateWork at officeLocal areaRemote workWorldwideOverseasFlexible hours
$16.66 per hour
...emotional reassurance , helping the client feel supported and comfortable throughout her care journey. Hiring info We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast...PrivateHourly payImmediate start3 days per week$84k - $156k
...everything we do and we’re looking for associates who are passionate about delivering extraordinary... ...Manager role will support our Corporate/Private Sector clients with our Retirement... ...third-party administrator and any other service provider relationships You’ll manage our...PrivateFull timeTemporary workPart timeCasual workHome office- ...Florida State University (FSU) and Florida A&M University (FAMU) ~ Family friendly communities with excellent schooling options from private to public ~90 minutes away from the most beautiful beaches in all of Florida ~ Over 3,400 acres of parks, 70 miles of trails...PrivateSeasonal workLive inImmediate startFlexible hours
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