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

Senior Private Wealth Associate Estate Planning (Hybrid)

$249k - $325k

Greenberg 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Associate Estate Planning (Hybrid) in San Diego, CA vacancy
  • $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... 
    Senior
    Private
    Full time
    Private practice

    Direct Counsel

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Private practice

    Greenberg Traurig

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Private practice

    GT Restructuring

    San Diego, CA
    4 days ago
  •  ...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... 
    Senior
    Private
    Full time
    Work at office

    BCG Attorney Search

    San Diego, CA
    5 days ago
  •  ...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... 
    Senior
    Private

    U.S. Bank

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    4 days ago
  • $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... 
    Private
    Flexible hours

    AllianceBernstein Holding L.P.

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Diego, CA
    3 days ago
  • $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... 
    Private
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    San Diego, CA
    9 days ago
  •  ...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... 
    Senior
    Private

    Advocates Legal Recruiting

    San Diego, CA
    4 days ago
  • $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... 
    Private
    Permanent employment
    Local area
    Monday to Friday

    HighTower Advisors

    San Diego, CA
    1 day ago
  • $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... 

    Centura Wealth Advisory

    San Diego, CA
    3 days ago
  •  ...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

    Confidential

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Temporary work
    Private practice
    Work at office
    Flexible hours

    GT Restructuring

    San Diego, CA
    6 days ago
  •  ...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... 
    Senior
    Private
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Diego, CA
    1 day ago
  •  ...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

    Harrison Gray Search & Consulting

    San Diego, CA
    18 days ago
  • $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

    Dormont Manufacturing Company

    San Diego, CA
    2 days ago
  •  ...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... 
    Senior
    Private

    AlphaCore Wealth Advisory

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private

    Northern Trust

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private

    U.S. Bank

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    For contractors
    Work at office

    KOSMOS GROUP LLC

    San Diego, CA
    24 days ago
  •  ...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

    DLKLawGroup PC

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private

    IQ-EQ

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Private
    Full time
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    San Diego, CA
    2 days ago
  •  ...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... 
    Senior
    Private
    Private practice
    Work at office
    Local area

    Dormont Manufacturing Company

    San Diego, CA
    4 days ago
  •  ...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... 
    Senior
    Work at office
    Flexible hours

    UBS

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Local area
    Flexible hours

    MGO

    San Diego, CA
    3 days ago
  •  ...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... 
    Senior
    Private
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    La Jolla, CA
    4 days ago
  • $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... 
    Senior
    Contract work

    Mixpanel

    San Diego, CA
    4 days ago
  • 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

    JPMorganChase

    San Diego, CA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Associate Estate Planning (Hybrid). Be the first to apply!