Private Wealth Associate — High‑Touch Estate Planning
$225k - $420kLHH
A top law firm in Chicago is seeking a Trusts & Estates Attorney to join its private wealth practice. The role involves working with high-net-worth individuals on sophisticated estate planning, tax advisory, and trust administration. Ideal candidates will have at least 2 years of experience in trusts and estates, strong drafting skills, and Illinois bar admission. The firm offers a supportive culture, competitive compensation ranging from $225k to $420k, and extensive benefits including medical plans and a 401K plan. #J-18808-Ljbffr LHH
$225k - $420k
...0 firm who is seeking a Trusts & Estates Attorney to join its growing private wealth practice. This is an excellent opportunity... ...who wants sophisticated, high-touch work in a collaborative and well‑... ...fiduciaries on complex estate planning and wealth transfer matters. The...PrivateTemporary workPrivate practiceLocal area$215k
...Sophisticated Estate Work. Direct Client Exposure. This Jobot Job is hosted by... ...Job Details We are seeking a junior associate to join a private wealth practice focused on trusts and estates... ...to work across a variety of estate planning and administration matters, with hands...PrivatePrivate practiceLocal area- ...Chicago-based, full-service law firm, is seeking a junior associate to join its Private Wealth Services practice group. Requirements 1 to 2 years... ...wealth management experience, including probate and estate planning work, gained at a sophisticated Am Law 100 or 200 law...PrivatePrivate practice
$68k - $73k
AllianceBernstein L.P. is hiring a Private Wealth Associate in Chicago, IL, to support high-net-worth clients with asset allocation and wealth planning. The role emphasizes strong analytical and communication skills, collaboration with Financial Advisors, and demands a...Private$75k - $90k
...multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our... ...Role Overview The Associate, Private Wealth Client... ...exceptional experiences for high-net-worth and ultra-high... ..., 401(k) retirement plan, health savings accounts...PrivateFull timeTemporary workWork at officeLocal area$68k - $73k
Overview Bernstein Private Wealth Management is a premier investment... ...firm advising high-net-worth and ultra-... ...Bernstein Private Wealth Associates are client service... ...and wealth and legacy planning for high-net-worth individuals... ...training on trusts & estates, wealth planning,...PrivateFlexible hours$68k - $73k
Private Wealth Associate page is loaded## Private Wealth Associatelocations: Chicago... ...management firm advising high-net-worth and ultra-high-... ..., and wealth and legacy planning for high-net-worth individuals... ...training on trusts & estates, wealth planning, investment...PrivateFlexible hours$310k
...Job Description Job Description Private Wealth / Estate Planning Associate (3+ Years) – Chicago, IL | Hybrid Company: Direct Counsel represents a... ...Associate to join a top-tier law firm in Chicago. Work with high-net-worth individuals, entrepreneurs, and fund...PrivateFull timeFor contractorsWork at office- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...Management Type Privately Held About the Role... ...career advisors or financial planning professionals who are ambitious... ...financial advice to high-net-worth and ultra-high-net...Private
$215k
Job Details We are seeking a junior associate to join a private wealth practice focused on trusts and estates matters. This is an opportunity to work across a variety of estate planning and administration matters, with hands‑on involvement and direct collaboration with...PrivatePrivate practiceLocal area$225k - $420k
A leading law firm is seeking an associate for their Chicago office in the Private Wealth practice. Candidates should possess 2-4 years of experience in Trusts & Estates at a recognized law firm. The ideal candidate will have excellent academic credentials, strong interpersonal...PrivatePrivate practiceWork at office- A mid-sized Chicago-based law firm seeks a smart and talented Trust & Estates Associate for its Private Wealth practice. This partnership track position involves managing client relations and drafting legal documents, offering significant visibility in a collaborative...PrivatePrivate practice
$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the resources...PrivateWork at office$120k - $150k
Wealthspire is a leading wealth management, retirement... ...office, and retirement plan advisory services -... ...in evolving into ultra-high-net-worth (UHNW) advisory... ...work, including complex estate, tax, and multi-generational... ...(operating businesses, private investments, multi-...PrivateWork at office$68k - $73k
Bernstein Private Wealth Management in Chicago is seeking motivated Private Wealth Associates who are passionate about client service and possess strong analytical skills. The... ...and exceptional customer service to high-net-worth clients. This position includes a robust...Private$215k
Jobot is seeking a junior associate in Chicago to join their private wealth practice specializing in trusts and estates. This role involves assisting with estate planning, drafting documents, and supporting client engagements while collaborating with attorneys. Ideal candidates...PrivatePrivate practice- Wealth Management Across Wealth Management,... ...provide financial planning, investment management... ..., including ultra‑high net worth and high... ...data and design. Private Wealth Management... ...include tax and estate planning,... ...team meetings and associated action items Relay...PrivateApprenticeship
$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who... ...investment services to an Ultra high Net Worth client base in the... ...financial strategies with the Private Bankers. Conduct sophisticated... ...Coverage Job Family Financial Planning Services Primary Location...PrivateFull time$85k - $240k
Asset & Wealth Management, Private Family Office, Financial Planning Advisor, Vice President - Chicago location_on Chicago, Illinois... ...of clients, including ultra-high net worth and high net worth... ...income tax preparation and planning, estate planning and wealth transfer,...PrivateFull timeTemporary workPart timeWork at office$70k - $160k
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Chicago location_on Chicago, Illinois... ...sophisticated ultra‑high net worth clients for... ...businesses provide financial planning, investment management... ...and planning, estate planning and wealth transfer...PrivateFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$120k - $180k
Overview As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients - all with the...PrivateInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$25.77 - $34.33 per hour
## Private Wealth Management AssociateApplylocations: Chicago, ILtime type... ...Wealth Management (PWM) Associate is a service and support representative... ...employer-funded retirement plan* Paid vacation (from two to... ...may be closed earlier due to high volume of applicants.** #J-18...PrivateTemporary workWork experience placementWork at officeLocal area$121.9k - $262.1k
Wealth Management Advisor II Location: Chicago... ...complexity for Private Bank clients, challenging... ...streams of highly credentialed specialists... ...to provide wealth planning, investments,... ...loans, deposits, estate planning, and wealth... ...Bank, National Association is proud to have an...PrivateWork experience placementWork at office- ...with 2-5+ years of experience in tax planning, estate planning, private wealth management, or a related practice... ...sophisticated planning solutions for high-net-worth individuals, families, and... ...relationships through responsive, high-touch service Participate in business...PrivatePrivate practiceWork at officeMonday to Friday
- Associate Advisor Our client is a fast-growing, planning-focused independent wealth management firm looking to add an Associate Advisor to their... ...management, brokerage, private wealth, financial planning,... ...and dependable. Thrives in a high‑energy, team‑oriented culture...Private
- ...Wealth Management, Lending Policy & Guideline Manager As a Lending... ...-functional teams to deliver high-quality products that exceed... ...other functional teams across the Private Bank. Act as a primary... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...Private
$121.9k - $262.1k
...to simplify complexity for Private Bank clients by challenging... ...articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private... ...result in AUM, Loans, Deposits, Estate Planning, and Wealth...PrivateWork experience placementPrivate practiceWork at office- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management... ...(CFP) to join the Wealth Planning and Advice team as a Vice... ...Wealth Planner. In this high‑impact role, you will... ..., trusts & estates, individual tax rules (both...PrivateWork at office
- ...centers, a retirement savings plan, backup childcare, tuition reimbursement... ...employer and place a high value on diversity and... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading... ...investment management and private banking solutions. Asset Management...Private
- ...service law firm, seeks a smart and talented Trust & Estates Associate for its marquee Private Wealth practice. This partnership track position provides significant... ...Excellent academic credentials from a highly competitive law school. 3 to 4 years of Trust & Estates...Private practiceWork at office
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