Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Mid-Level Private Wealth Services Associate Attorney

$260k - $390k

Direct Counsel

Job Description

Job Description

Locations: Fort Lauderdale, Miami, West Palm Beach, Tampa

Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice in South Florida. This is an excellent opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and closely held businesses in a collegial and supportive environment.

Key Responsibilities:

  • Provide comprehensive estate planning, tax, and business succession strategies for individuals and businesses.
  • Advise on corporate, LLC, partnership, and estate planning for closely held and family-owned businesses.
  • Draft complex legal documents to support succession and tax planning needs.

Qualifications:

  • LL.M. in Taxation is required.
  • Florida Bar Membership is mandatory.
  • Exceptional academic credentials.
  • Strong drafting skills and experience handling complex legal matters.

Ideal Candidate Attributes:

  • A detail-oriented professional with the ability to manage sophisticated legal transactions.
  • A collaborative team player with a commitment to delivering excellent client service.
Compensation:
  • Salary range: $260,000 – $390,000 (based on qualifications and experience).

Why Join Us:

  • Work within a collegial atmosphere that values professional growth and advancement.
  • Contribute to a highly respected Private Wealth Services Practice with tangible opportunities for career development.

This role offers an exceptional opportunity to build your career within a well-established private wealth practice while making a meaningful impact on clients' business and estate planning goals.

Vacancy posted 25 days ago
Similar jobs that could be interesting for youBased on the Mid-Level Private Wealth Services Associate Attorney in West Palm Beach, FL vacancy
  •  ...full-time employment opportunity for a mid-level Associate (4 - 6 years) in the Corporate...  ...data centers, real estate and financial services, leveraging GT’s global platform to deliver...  ...on transaction-related issues.Drafting private placement memorandum and subscription... 
    Private
    Full time
    Work at office
    Worldwide

    Greenberg Traurig LLP

    West Palm Beach, FL
    3 days ago
  • $175k - $205k

     ...will join a smart, driven team that gives associates real responsibility, meaningful client...  ...cases. This is a strong opportunity for an attorney who wants sophisticated work, close...  ...impactful work in a collegial but high-level environment. JPC-1141 JPC-1141 Benefits... 
    Suggested
    Contract work
    Work at office
    3 days per week

    Orionplacement

    West Palm Beach, FL
    1 day ago
  • $150k - $190k

     ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you...  ...wealth management space.Collaboration & Service Excellence: Establish and maintain effective...  ...partnerships and teamwork to ensure a level of service delivery that is professional... 
    Private
    Full time
    Remote work

    CIBC Bank

    West Palm Beach, FL
    5 days ago
  •  ...Registered Client Service Associate (Palm Beach, FL) Join to...  ...Oppenheimer & Co. Inc.’s Private Client Division is...  ...operations of a growing wealth management practice. This...  ...maintain the highest level of confidentiality...  ...level Seniority level Mid-Senior level Employment... 
    Private
    Full time
    Local area

    Oppenheimer & Co.

    Palm Beach Gardens, FL
    1 day ago
  •  ...Job Description Corporate Associate – Mergers & Acquisitions West...  ...law firm is seeking a Mid-Level Corporate Associate (4–6 years...  ...healthcare, technology, financial services, real estate, hospitality,...  ...transaction-related matters Prepare private placement memoranda and... 
    Private
    Full time

    Direct Counsel

    West Palm Beach, FL
    29 days ago
  • $195k - $275k

     ...Job Description Job Description Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration § Location: Palm Beach Gardens, FL § Salary: $195,000 to $275,000... 
    Private
    Full time
    Private practice
    Work at office
    Immediate start

    Percy Towers

    Palm Beach Gardens, FL
    11 days ago
  •  ...Private Wealth Client Associate WEST PALM BEACH, Florida To proceed with your application, you must...  ...management and investment products and services for individuals, companies, and...  ...expectations, while providing an appropriate level of flexibility based on role-specific... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    West Palm Beach, FL
    1 day ago
  •  ...career with Goldman Sachs Asset & Wealth Management is an opportunity...  ...investment and advisory services for pension plans, sovereign wealth...  ...leading hedge fund managers, private equity funds, real estate managers...  ...portfolio- and manager-level risk reporting, including exposure... 
    Private

    Goldman Sachs

    West Palm Beach, FL
    4 days ago
  • Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower...  ...technology, data and design.Private Wealth Management (PWM)Goldman...  ...of the full product and service offerings of Goldman Sachs and...  ...environmentCommitment to excellence and a high level of integrityABOUT GOLDMAN... 
    Private

    Goldman Sachs

    West Palm Beach, FL
    6 days ago
  • $90k - $100k

     ...partners to deliver exceptional service to our clients. Dynamic and...  ..., let talk about you! As a Private Client Advisor you'll be an...  ...creation. Maintain a high level of industry and program knowledge...  ...state, private banking, or wealth management. ~ Knowledge and... 
    Private
    Work at office
    Flexible hours

    Henley & Partners

    West Palm Beach, FL
    1 day ago
  • Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity...  ..., we provide investment and advisory services for pension plans, sovereign wealth funds...  ...the Goldman Sachs US Wealth businesses - Private Wealth Management (PWM), Ayco and Third... 
    Private

    Goldman Sachs

    West Palm Beach, FL
    1 day ago
  • $165k - $200k

     ...industry expert capable of handling complex wealth and relationship management issues,...  ...Additional considerations regarding base pay levels are based on candidate qualifications....  ...Banking, Trust, and Investment products and services- Ability to partner with colleagues to... 
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Palm Beach, FL
    3 days ago
  •  ...Job Title: Litigation Attorney – Personal Injury (Florida Bar Required) Job Type: Full-time Compensation: Competitive Salary + Bonuses + Full Benefits Experience Level: Associate -Mid About the Role Join a high-powered legal team where your courtroom skills are valued... 
    Full time

    CAREERXCHANGE

    West Palm Beach, FL
    3 days ago
  • Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships... 
    Private
    Work at office
    Local area

    Morgan Stanley

    West Palm Beach, FL
    3 days ago
  • Company Description Castle Wealth Management (CWM) is a Registered Investment Advisory...  ...wealth management and financial planning services. The firm serves high-net-worth families...  ...This is a full-time, on-site ClientService Associate(CSA) role based in Boynton Beach, FL.... 
    Full time

    Castle Wealth Management

    West Palm Beach, FL
    2 days ago
  •  ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial...  ...to take your career to the next level.As an Investment Professional in the U.S....  ...including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading... 
    Private

    JP Morgan Chase

    Palm Beach, FL
    4 days ago
  •  ...Goldman Sachs Bank AG is seeking a Wealth Management professional in West Palm Beach, Florida. This role requires strong leadership, investment management experience, and the ability to build client relationships. The successful candidate will act as the Chief Investment... 
    Private

    Goldman Sachs Bank AG

    West Palm Beach, FL
    4 days ago
  •  ...Goldman Sachs Private Wealth Management (PWM) seeks a highly experienced Investment Professional to support PWAs in serving ultra-high net worth clients. You will help with portfolio construction, asset allocation and client communications. This role requires at least... 
    Private

    Goldman Sachs

    West Palm Beach, FL
    2 days ago
  • $250k - $325k

     ...Senior Corporate & Transactional Attorney § Practice Area: Middle-Market Mergers & Acquisitions...  ..., middle-market enterprises, private equity sponsors, and emerging growth companies...  ...investigations, supervising junior associates and paralegals, and managing transactional... 
    Private
    Full time
    Work at office
    Remote work
    Palm Beach Gardens, FL
    10 days ago
  • $29.39 - $48.99 per hour

     ...Provides comprehensive investment management services to Wealth Advisory Services clients. Operates...  ...relationships.Serve as a support associate to assigned Investment Advisor(s) as required...  ...support and information to clients, Private Client Advisors and Trust Advisors as... 
    Hourly pay
    Full time
    Work experience placement
    Work at office

    M&T Bank

    Palm Beach, FL
    6 days ago
  •  ...Description Florida Rural Legal Services, Inc. (FRLS) is a non‑profit...  ...organizations and pro bono attorneys to provide quality advocacy,...  ...providers, press, and private bars, attending/speaking at...  ...assigned. #J-18808-Ljbffr National Legal Aid & Defender Association
    Private
    Work at office
    Local area

    National Legal Aid & Defender Association

    West Palm Beach, FL
    1 day ago
  •  ...Investment Funds Associate Attorney A highly regarded national law firm is seeking an Investment Funds Associate Attorney to join its growing...  ...is ideal for an attorney interested in representing private fund sponsors, asset managers, family offices, and institutional... 
    Private

    Aligned Talent Acquisition

    Palm Beach, FL
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and...  ...and Wealth Management Client Associates help clients pursue the life...  ...while providing an appropriate level of flexibility based on role-... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    West Palm Beach, FL
    11 days ago
  • $100k - $150k

     ...committed to delivering excellence in land surveying, civil engineering, and environmental services. With decades of experience, we serve a wide range of clients across public and private sectors, ensuring high-quality, precise, and innovative solutions. Our team is... 
    Private
    Full time
    Local area
    Monday to Friday

    Jobot

    West Palm Beach, FL
    2 hours ago
  •  ...experienced Family Law/Divorce Litigation Attorney to join their team. The firm is...  ...have the ability to lead and mentor 1–2 associates as part of a collaborative team environment...  ...for someone currently at a senior role level, or a successful solo practitioner ready... 
    Full time
    Remote work
    Flexible hours

    Denovo Review

    West Palm Beach, FL
    11 days ago
  • $90k - $100k

     ...international partners to deliver exceptional service to our clients. Dynamic and Diverse...  ...about us, let talk about you! As a Private Client Advisor, you will be a brand ambassador...  ...advisors, family offices, private banks, wealth managers, and other centres of influence,... 
    Private
    Local area
    Flexible hours

    Henley and Partners

    West Palm Beach, FL
    2 days ago
  •  ...marketing team to accelerate growth Dedicated operations team to service clients Seamless back-office workflows built for modern...  ...Square, Brex, Carta, and some of the largest RIAs in the country. Wealth management is a $545 billion industry still running on spreadsheets... 
    Private
    Work at office
    Remote work

    Savvy Wealth

    West Palm Beach, FL
    2 days ago
  •  ...At Cooper's Hawk, our Service Assistants are the behind-the-scenes...  ...percent Discount on Retail and Private Events Monthly Wine Tastings...  ...areas are prepared for opening, mid-shift, or closing. Own...  ...indicates the general nature and level of work required of the... 
    Private
    Hourly pay
    Casual work
    Flexible hours
    Shift work

    Cooper's Hawk Winery & Restaurant

    Palm Beach Gardens, FL
    3 days ago
  • $185k - $225k

     ...per year. A bit about us We are a full-service Florida law firm with a long-standing reputation...  ...approach to legal challenges. And our attorneys work closely across practice groups to...  ...planning, trust administration, and wealth transfer strategies. Key Responsibilities... 
    Local area

    Jobot

    West Palm Beach, FL
    2 days ago
  • $90k - $120k

     ...Keep equipment operational by coordinating maintenance and repair services, following manufacturer's instructions and established...  ...interpersonal skills. 8. Strong attention to detail and a high level of accuracy in all work. 9. Ability to manage multiple projects... 
    Local area

    Jobot

    West Palm Beach, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Mid-Level Private Wealth Services Associate Attorney. Be the first to apply!