Senior Private Wealth Associate Estate Planning (Hybrid)
$249k - $325kGreenberg Traurig
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 attention to detail, and the ability to supervise junior associates. The position offers a competitive salary range of $249,000 to $325,000 with a benefits package including health insurance, retirement plans, and more. #J-18808-Ljbffr
$249k - $325k
...Private Wealth Services Associate San Diego, CA | Hybrid ⏱ Full-Time $249,000 - $325,000 annually A leading global... ...firm is seeking a Mid to Senior-Level Associate to join its... ...and families on sophisticated estate planning, wealth transfer, and trust administration...SeniorPrivateFull timePrivate practice$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
...GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4–8 years...SeniorPrivateFull timePrivate practice- ...BCG Attorney Search is seeking a highly skilled Private Wealth Services Associate for its San Diego office. This full-time role offers the chance to work with high-net-worth clients on complex estate planning. Ideal candidates will have 4-8 years of experience, preferably...SeniorPrivateFull timeWork at office
- ...U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and... ...approach to financial planning. This role involves advising... ...aspects, including investments and estate planning, while collaborating... ...and problem-solving skills. A hybrid work model is offered, promoting...SeniorPrivate
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (... ...facets of hedge fund, private equity fund and mutual... ..., tax minimization planning, on‑call advice, and tax... ...key responsibilities A senior analyst in FSO EDGE WAM... ...led and leader‑enabled hybrid model. Our expectation...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$72k - $77k
...Bernstein Private Wealth Management is a premier investment... ...Bernstein Private Wealth Associates are client service... ...and wealth and legacy planning for high-net-worth individuals... ...and network with senior professionals... ...training on trusts & estates, wealth planning, investment...PrivateFlexible hours$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management... ...facets of hedge fund, private equity fund and mutual... ..., tax minimization planning, on-call advice, and tax... ...responsibilities A senior analyst in FSO EDGE WAM... ...led and leader-enabled hybrid model. Our expectation...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$155k - $190k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...CFA or CFP is preferred This role is hybrid. Team members who are in a hybrid role...PrivateTemporary workWork experience placement3 days per week- ...San Diego, United States | Posted on 01/22/2026 Senior Associate, Transactional Tax (4+ years) Our AmLaw 100 client is hiring a senior... ...tax across: Domestic and cross-border M&A Partnership tax planning Private equity fund formation work Capital markets and financing transactions...SeniorPrivate
$100k - $150k
...Crest Capital has flipped the traditional wealth management model on its head by... ...office Monday-Friday. We are looking for a Private Wealth Associate who is a multi-tasker with strong... ...for secondary caregiver) 401k matching plan HSA employer contributions Student loan...PrivatePermanent employmentLocal areaMonday to Friday$65k - $95k
An established wealth management firm in San Diego is seeking an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions. The role involves preparing client documentation, conducting financial modeling...- ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...Investment Management Type Privately Held About the Role... ...advisors or financial planning professionals who are ambitious... ...will work alongside senior advisors and subject matter...Private
$249k - $325k
...employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our San Diego... ...Job Requirements We are seeking a senior‑level associate (4-8 years of... ...track record in sophisticated estate planning for high‑net‑worth individuals and...SeniorPrivateFull timeTemporary workPrivate practiceWork at officeFlexible hours- ...and fostering a culture where associates thrive. We are dedicated to... ...The program has a financial planning team that is integrated in... ...solutions. About the Role: A Senior Wealth Advisor is an experienced... ...Client Service Specialists, Private Bankers, and Wealth...SeniorPrivateImmediate start
- ...of the world’s premier Private Wealth Management firms to find a Private Wealth Associate for their elite... ...Strategic Partner to senior Financial Advisors, directly... ...the wealth and legacy planning of ultra-high-net-... ...investments, trust & estates, and capital market positioning...Private
$120k - $200k
...EisnerAmper is looking for a Tax Senior Manager in La Jolla, California, who will lead tax planning and compliance for high-net-worth individuals. Candidates should... ...business development skills. This position allows for hybrid working and offers a competitive salary range of...Senior- ...AlphaCore Wealth Advisory is seeking an Executive Administrative Assistant to provide vital support to the Managing Partner and senior advisor in La Jolla, California. This role will require exceptional organizational abilities and discretion in managing sensitive client...SeniorPrivate
$236.56k - $414.12k
...A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships... ...14,115 is offered, along with a comprehensive benefits package including health insurance and retirement plans. #J-18808-Ljbffr...SeniorPrivate$185k - $215k
...Us Bank in San Diego, California, is looking for an experienced Wealth Management professional to enhance and manage relationships with... ...salary between $185,000 to $215,000 and a comprehensive benefits package including healthcare and retirement plans. #J-18808-Ljbffr...SeniorPrivate$153k - $198k
...We support public and private utilities, consultants,... ...team is looking for a Senior Transmission Line Engineer... ...office. This is a hybrid position, working 3 days... ...Job Description Plan, analyze, and design a... ...modelling, and design tasks associated with utilities or other...SeniorPrivateFor contractorsWork at office- ...A law firm is seeking a Senior Paralegal specializing in Trusts & Estates. The ideal candidate will provide comprehensive case support through drafting legal... .... Responsibilities include preparing estate planning documents, managing case timelines, and conducting research...Senior
$70k - $85k
...financial wellness is supported through a 401(k) plan with a company match (subject to... ...benefits include paid parental leave and a hybrid work schedule, promoting both personal... ...years of experience in investor services, private equity, public accounting, or alternative...SeniorPrivate$127.9k - $291.9k
...Capital Markets, Wealth and Asset Management... ..., Insurance, Real Estate, Hospitality and... ...EY's FSO EDGE Private practice provides... ...responsibilities A Senior Services Manager in... ...responsibilities, from technical planning and advising of... ...leader-enabled hybrid model. Our...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ...as EisnerAmper follows a hybrid working model and has offices... ...Responsible for overseeing tax planning and compliance functions... ...understanding of trusts, estates, gifts, and charitable...SeniorPrivatePrivate practiceWork at officeLocal area
- ...Your role We're looking for a Senior Wealth Strategy Associate to: • participate in client conversations with financial advisors • act as primary... ...for opening new accounts and service requests • plan team marketing events and maintain marketing materials...SeniorWork at officeFlexible hours
$85k - $105k
...Overview Assurance, Senior Associate (Governments) USA: San Diego, CA | Hybrid MGO (Macias, Gini & O'Connell LLP) is a top CPA and advisory firm serving... ...gaming environments. You will lead engagement planning, execution, and client communication while...SeniorLocal areaFlexible hours- ...TaxSeniorManager to join the Private Client Services (PCS) practice... ..., asEisnerAmperfollows a hybrid working model and has offices... ...Responsible for overseeing tax planning and compliance functions for... ...working understanding of trusts, estates, gifts, and charitable...SeniorPrivateTemporary workPrivate practiceWork at officeLocal area
$160.5k - $217.5k
Mixpanel is seeking a high-impact Senior Strategic Finance Associate to serve as a domain owner within its Financial Planning and Analysis team. About Mixpanel Mixpanel turns... ...Austin, or Denver About the Role This is a hybrid role based out of the San Francisco Bay...SeniorContract work- JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and...Private
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