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 22 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
  • $120k - $180k

     ...KeyStaff's client, a distinguished multi-service law firm with over 65 years of experience, is seeking a Mid-Level Securities Attorney to join its team in Palm Beach Gardens....  ...Represent a diversified mix of public and private companies, funds, and private equity... 
    Private
    Full time
    Work at office

    KeyStaff

    West Palm Beach, FL
    24 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 Benefits:... 
    Suggested
    Contract work
    Work at office
    3 days per week

    Orion Placement

    West Palm Beach, FL
    10 days ago
  • 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... 
    Private
    Work at office
    Local area

    711 MS Smith Barney, LLC

    West Palm Beach, FL
    3 days ago
  •  ...Specialist is a sophisticated wealth expert that focuses on holistically...  ...JPMorgan Chase wealth services to best meet the objectives of...  ...Client Specialist provides high level advice and counsel, offers attractive...  ...and prioritize prospects for private wealth management services.... 
    Private

    JPMorgan Chase

    Palm Beach, FL
    2 days ago
  • Corporate - M&A Associate (Mid-Level) - WPB page is loaded## Corporate - M&A Associate (Mid-Level...  ...data centers, real estate and financial services, leveraging GT’s global platform to...  ...transaction-related issues.* Drafting private placement memorandum and subscription... 
    Private
    Full time
    Work at office
    Remote work
    Worldwide

    Greenberg, Traurig, PA

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

     ...visit CIBC.com What you'll be doing As 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
    Remote work

    Canadian Imperial Bank of Commerce

    West Palm Beach, FL
    2 days ago
  •  ...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... 
    Private
    Full time
    Work at office
    Local area

    Morgan Stanley

    West Palm Beach, 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
    26 days ago
  • Kubicki Draper in West Palm Beach is seeking an entry-level Associate Attorney. The role includes performing litigation tasks, attending depositions, and client interactions while supporting trial preparation. Ideal candidates will possess strong legal research skills... 

    City of Plant City

    West Palm Beach, FL
    3 days ago
  • Fox Rothschild LLP is seeking an attorney to join the Taxation & Wealth Planning Department in West Palm Beach. The ideal candidate should have 4 to 10 years of experience in estate planning, tax planning, probate, and trust and estate administration. This position requires... 
    Work at office

    Fox-Rothschild-LL

    West Palm Beach, FL
    3 days ago
  •  ...Private Client Advisor II Miami, Florida;Palm Beach...  ...allows for an appropriate level of flexibility for our...  ...'s capabilities and services to meet specific...  ...preferences, and overall wealth strategy, being responsive...  ...-office expectations associated with your role. These... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Palm Beach, FL
    5 days ago
  •  ...Client Service Associate 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 in this role build... 
    Private
    Work at office
    Local area

    Morgan Stanley

    Palm Beach Gardens, FL
    14 hours ago
  • $200k

     ...ABOUT US: Noble Management is a privately-held commercial real estate owner-operator...  ...portfolio. Ideal for an experienced mid-level attorney looking to transition from a firm into...  ...This job is part of LinkedIn's Full-Service Hiring beta program. Eligibility limited... 
    Work at office

    Noble Properties

    Palm Beach Gardens, FL
    3 days ago
  • $230k - $360k

     ...Healthcare Transactions Associate Attorney A highly respected AmLaw 200 firm is seeking a Healthcare...  ...transactions MSO and management services arrangements Healthcare joint...  ...contracting and commercial agreements Private equity and investment transactions involving... 
    Private

    Aligned Talent Acquisition

    Palm Beach, FL
    3 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

    Palm Beach Gardens, FL
    2 days ago
  •  ...Job Description Wealth Management Across Wealth Management...  ...technology, data and design. Private Wealth Management (PWM)...  ...inclusive of the full product and service offerings of Goldman Sachs and...  ...Commitment to excellence and a high level of integrity ABOUT... 
    Private

    Goldman Sachs

    West Palm Beach, FL
    2 days ago
  • $160k - $220k

     ...Tax Senior Manager, Private Client Group New York,...  ...and business management services from tax planning and audits...  ...preserve and transfer wealth efficiently....  ...documents prepared by attorneys to ensure consistency with...  ...Detail-oriented with a high level of accuracy in work.... 
    Private
    Full time

    Anchin

    Palm Beach Gardens, FL
    1 day ago
  • SCS in West Palm Beach is seeking a highly motivated Associate, Client Advisor to support ultra-high-net-worth clients. In this role, you...  ...collaborating with senior team members to provide exceptional service. The ideal candidate has a Bachelor's degree in Finance or Economics... 
    Private
    Work at office

    SCS

    West Palm Beach, FL
    4 days ago
  • $240k - $375k

     ...Description Job Description Investment Funds Associate Attorney Miami, Boca Raton, or Palm Beach,...  ...looking to work on sophisticated private investment fund matters within a collaborative...  ...environment serving high-level sponsors, investors, and private capital... 
    Private

    Aligned Talent Acquisition

    Palm Beach, FL
    19 days ago
  • Description Fox Rothschild LLP is seeking an attorney to join our esteemed Taxation & Wealth Planning Department in the West Palm Beach office. The ideal...  ...estate plans for clients across a broad range of wealth levels and planning objectives. Draft and review wills,... 
    Temporary work
    Work at office

    Fox-Rothschild-LL

    West Palm Beach, FL
    3 days ago
  • $125k - $150k

     ...three consecutive years. Our staff and attorneys receive great pay, generous benefits, and...  ...Personal injury experience required. Mid‑level proficiency with MS Office Suite (Word,...  ...preferred (training provided). Strong customer‑service focus and excellent communication at all... 
    Full time
    Temporary work
    Relocation package

    GOLDLAW - Personal Injury Lawyers

    West 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®, Inc.

    West Palm Beach, FL
    4 days ago
  • Description Fox Rothschild LLP is seeking an attorney to join our esteemed Taxation & Wealth Planning Department in the West Palm Beach office. The ideal...  ...estate plans for clients across a broad range of wealth levels and planning objectives. Draft and review wills,... 
    Full time
    Temporary work
    For contractors
    Work at office

    Fox Rothschild LLP

    West Palm Beach, FL
    3 days ago
  • Asset & Wealth Management, XIG, Platform Management - Private Markets, Deal Closing & Onboarding Analyst- West Palm Beach...  ...provide investment and advisory services for pension plans, sovereign wealth...  ...closing, valuation models for level 3 assets, overseeing the business... 
    Private

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    15 hours ago
  •  ...Akerman LLP is seeking an Energy Associate with 1 to 4 years of relevant large law firm transactional experience to work within the firm...  ...Vault ) ~2026 Law Firm of the Year for Leveraged Buyouts and Private Equity Law (Best Lawyers) ~ Ranked among the Top Large Law Firms... 
    Private
    Work at office

    Akerman LLP

    West Palm Beach, FL
    25 minutes ago
  • 2026 | Americas | West Palm Beach | Wealth Management, Private Wealth Management | New Analyst West Palm...  ...to help you prepare for the next level Build your professional network and interact...  ...Management Healthcare & Medical Services We believe who you are makes you better... 
    Private
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    3 days ago
  •  ...investment management firm in West Palm Beach is seeking motivated Private Wealth Advisors to strengthen their successful team focusing on the...  ...four years of experience in wealth management or financial services, and proven success in relationship management, business... 
    Private

    Goldman Sachs Group, Inc.

    West Palm Beach, FL
    1 day ago
  • Goldman Sachs, Inc. in West Palm Beach is looking for motivated Private Wealth Advisors to enhance their successful team. This role requires...  ...strong background in private wealth management or financial services, a desire to work in a team-oriented environment, and a... 
    Private

    Goldman Sachs, Inc.

    West Palm Beach, FL
    4 days ago
  • $95k - $130k

     ...Mid-Level Associate Attorney – Insurance Defense Litigation (3–5 Years Experience) Location: West Palm Beach (In-Office) Type: Full-Time Compensation: $95,000 – $130,000 + Full Benefits Take the Next Step in Your Litigation Career Hightower & Partners, an... 
    Full time
    Work at office

    Hightower, Stratton, Novigrod & Kantor

    West Palm Beach, FL
    1 day ago
  • Asset & Wealth Management, XIG, Private Markets, Platform Management, Associate West Palm Beach, Florida, United States Job Description...  ...investment and advisory services for pension plans, sovereign wealth...  ...closing, valuation models for level 3 assets, overseeing the... 
    Private

    Goldman Sachs Group, Inc.

    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!