Private Wealth Services Associate (Mid to Senior Level) - San Diego
$249k - $325kJoseph Agostino
Greenberg Traurig (GT), a global law firm, has an exciting full‑time employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our San Diego office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the associate will have the opportunity to work with clients, large and small, from a variety of industries across the country. Job Requirements We are seeking a senior‑level associate (4–8 years of experience) with a proven track record in sophisticated estate planning for high‑net‑worth individuals and families. Exceptional mid‑level candidates with strong credentials and demonstrated leadership ability will also be considered. The ideal candidate is highly detail‑oriented, proactive, and able to supervise and mentor junior associates while independently managing complex matters. This is a hands‑on role for someone ready to hit the ground running in a fast‑paced, collaborative environment. Extensive experience designing and drafting complex estate planning documents, including Revocable Trusts, ILITs, SLATs, IDGTs, GRATs, and related wealth transfer structures. Experience with the transfer of QSBS stock, business interests, and real estate, including addressing the complexities of entity structures, valuation, succession planning, and tax implications. Proven ability to manage and oversee complex trust and estate administrations, including trust modifications, decantings, mergers, non‑judicial settlement agreements, and trust terminations. Ability to conduct sophisticated legal research and analysis involving multijurisdictional and occasionally cross‑border estate planning considerations. Demonstrated attention to detail and organizational skills, with a commitment to producing high‑quality work and supervising junior team members. Preferred Qualifications Prior experience in a fast‑paced law firm setting Experience supervising or mentoring junior attorneys. Strong research, drafting, and verbal communication skills LL.M. in Taxation or Estate Planning (preferred but not required) Practice Summary Greenberg Traurig’s Private Wealth Services Department is dedicated to guiding individuals and families through the complexities of wealth transfer and estate planning. Our attorneys deliver comprehensive, integrated advice on income and transfer tax matters, always considering current and anticipated changes in tax and state laws that may impact our clients’ plans. With deep experience in structuring sophisticated estate plans—including business interests, real estate, and advanced wealth transfer techniques—GT attorneys collaborate closely with clients to develop tailored strategies that preserve, protect, and maximize their legacies. Leveraging a robust national and international platform, we provide personalized solutions and seamless counsel in the locations most convenient for our clients. Application Instructions To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample. Submissions from search firms will only be accepted through our web portal for third‑party submissions; for access, contact Mina Habib and Jessica Fijolek. The Expected Pay Range For This Position Is $249,000 to $325,000 per year Actual pay will be adjusted based on experience, location, and other job‑related factors permitted by law. Full‑time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short‑term disability, long‑term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401(k), vacation, sick time, and an employee assistance program. Additional voluntary programs include voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance, and pet insurance. Commuter and Transit programs may also be available in certain markets. GT is an EEO employer with an inclusive workplace committed to merit‑based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non‑discrimination on any protected basis. #J-18808-Ljbffr Greenberg Traurig, LLP
$249k - $325k
...Job Description Job Description Private Wealth Services Associate San Diego, CA | Hybrid Full-Time $249,000 – $325,000 annually A leading global law firm is seeking a Mid to Senior-Level Associate to join its Private Wealth Services Practice in San...SeniorPrivateFull timePrivate practice$155k - $170k
Overview Position: Senior Tactical RF Network Engineer... ...— Full-time. Location: San Diego, CA. Compensation : $155k-$170k. Clearance Level: Secret. Trabus... ...TRABUS), a minority-owned, service-disabled veteran-owned... ...and AI to federal and private sector clients since 20...SeniorPrivateFull timeWork at officeLocal areaFlexible hours$155.6k - $233.4k
...Position Title: Senior Manager, M&A Corporate... ...Modeling) Location: San Diego (Hybrid) This is a... ...administrative into an executive level summary is essential... ...integration issues associated with an opportunity.... ...(M&A), valuation services, private equity, or corporate...SeniorPrivateFull timeWork at officeLocal areaRemote workMonday to Friday2 days per week3 days per week$68.64k - $145k
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Senior Manager, M&A Corporate Development (Financial Modeling) Location: San Diego (Hybrid) Full‑time, Monday through Friday, requiring... ...investment banking (M&A), valuation services, private equity, or corporate... ...skills from an analyst‑level role, including building complex...SeniorPrivateFull timeWork at officeLocal areaMonday to Friday2 days per week3 days per week$70.32k
...delivering extraordinary customer service while maintaining a strong commitment... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .../Veterans Base Pay/Salary San Diego,CA $70,320.00 - $70,320.00; La Jolla...$96k - $110k
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A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry...SeniorPrivate$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...SeniorPrivateFull 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...SeniorPrivateFull timeWork at office$80k
Private Travel Relationship Manager Scott Dunn, part... ...delivering impeccable service, insider knowledge, and... ...experience at the highest level. About The Opportunity... ...in the arena of wealth and global travel knowledge... ...businesses Location Location - San Diego, CA This position is...PrivateTemporary workWork at officeFlexible hoursNight shift- Join to apply for the Lead Guest Services Associate-13-004 -- SC/KROC San Diego role at The Salvation Army Southern California The Salvation Army,... ...including low-income and vulnerable individuals. Seniority level Mid‑Senior level Employment type Part-time Job function...Part time
- ...to a panel of clients As the client’s private longevity precision medicine physician, he... ...client’s medical and health management services Participate in the Nucleus Medical Group... ...to indicate the general nature and level of work. It is not designed to be interpreted...SeniorPrivate
- A leading wealth management firm in San Diego seeks a Private Wealth Associate to deliver high-level service to clients. The role requires 3+ years in financial services, client interaction skills, and a BA/BS degree preferred. Responsibilities include managing client...Private
$129.5k - $204.5k
Back Regulatory Affairs and Compliance Senior II/Principal I #26-73524 San Diego, California, United States Apply X Facebook LinkedIn Email Copy Job Description... ...takes the best to build the best - join us! Career Level: P4 Primary Purpose: Shapes compliance...SeniorFull timePart timeWork at office- We are looking for a mid to senior level software engineer, with a primary focus in the Windows and .NET framework. You will re-factor and improve... ...maintain software. This position is based in our office in San Diego. Sorry, we do not offer remote or sponsorship for this...SeniorWork at officeFlexible hours
$100k - $120k
A boutique accounting firm in San Diego is seeking a Senior Accounting Manager to oversee all accounting operations and manage staff. The role demands... ...least five years of accounting experience, preferably in mid-size companies or law firms. Responsibilities include financial...Senior$142.2k - $213.4k
...Systems is looking to add a Senior Principal Engineer Software -... ...join our team on site in San Diego, CA. The candidate should be... ...Program (CWQP), DoD 8570 IAM Level II Certifications (CompTIA SecurityX... ...people to help us grow our services and become even better at...SeniorRelocation packageShift work- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our... ...delivering extraordinary customer service while maintaining a strong commitment... ...and promoting diverse talent at every level to ensure you feel represented here,...
$310k - $390k
...achieve. Together.SummaryDLA Piper is seeking a mid-level associate to join our growing corporate group in the San Diego office. The candidate must have a minimum of 4... ...executing merger and acquisitions transactions for private and public companies, with a desired emphasis...PrivateWork at officeImmediate start$114k - $171k
...looking to add a Principal or Senior Principal Software... ...support the team on site in San Diego, CA. The selected candidate... ...collaborative/team settings across all levels Duties and... ...programming, design patterns, JMS, Web Services, XML and related technologies...SeniorRelocation packageShift work- Model-Based Systems Engineer (Mid - Senior Level) Location: San Diego, CA at our wonderful G2 Ops office and customer site Work Setting: In person, some remote opportunity, and/or flexible working hours, not a fully remote position Salary Range: Based on relevant experience...SeniorTemporary workFor contractorsWork at officeLocal areaFlexible hours
$60k - $75k
...Description Position Title: Advisor Services Associate Reports to: Vice... ...Department: Simplicity Wealth - Advisor Services Group... ...Bloomington, MN or San Diego, CA; In-office Classification... ...financial and tech-enabled services private equity firms and by its...PrivateFull timeWork at office
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