Senior Private Wealth Planning Counsel
BCG Attorney Search
BCG Attorney Search is seeking an experienced senior associate or counsel level attorney to join their wealth planning practice in Los Angeles. The successful candidate must have a minimum of five years of experience in high-net-worth wealth planning and be admitted to the California bar. Responsibilities include managing large projects, drafting legal documents, and collaborating with team members to develop planning strategies. The firm offers a dynamic and collaborative environment. #J-18808-Ljbffr BCG Attorney Search
- ...leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing... ...relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over...SeniorPrivate
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role... ...clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional...SeniorPrivate
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorPrivate
$300k
Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles... ..., exploring a boutique combination, or planning for long-term practice transition or... ...investigations for both public and private sector clients across California. The successful...SeniorPrivateVisa sponsorship- Job Overview A law firm seeks a senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding...SeniorPrivateWork at office
$70k
The Senior Wealth Advisor is a senior strategic professional who closely... ...area. Provides advice and counsel related to the operations of... ...financial strategies with the Private Bankers. Conduct... ...and experience in financial planning software preferred; knowledge...SeniorPrivateFull timeWork at office$250k - $300k
...across credit, real estate, private equity, and infrastructure. Ares... ...and partnering with external counsel. Coordinate with regional... ..., including interaction with senior leadership. CIPP certification... ...larger team. Excellent project planning, execution, and...SeniorPrivateContract workTemporary workLocal areaFlexible hours$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to... ...closely with a team of senior wealth management professionals in... ...complex investment and estate planning strategies. The ideal candidate... ...advisory, family office, or private banking serving UHNW clients....SeniorPrivateWork at officeLocal area$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing... ...of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing...SeniorPrivate$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...net‑worth clients Work closely with Private Wealth Advisors and teammates to service... ...of organizational documents, estate planning and tax concepts Introduce new and existing...SeniorPrivateWork at office$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary... ...determine solutions through the financial planning process. Prioritize short‑term and long‑term...SeniorPrivateTemporary workWork experience placementLocal area$121.9k - $262.1k
...FUNCTION: Serves as the primary Wealth Planning expert and resource for high... ..., corporate executives, and private foundations. Partners with... ...impact: Coaches and counsels Private Bank team members or... ...creative solutions. Senior Wealth Strategist Total Base...SeniorPrivateBank staff$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on-call advice, and tax compliance... ...key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...management businesses provide financial planning, investment management, banking and... ...leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...SeniorPrivateWork at office$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...businesses provide financial planning, investment management,... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...critical health situations, and counseling and referral services through...SeniorPrivateFull timeWork at office- ...partnership. The program has a financial planning team that is integrated in their team.... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are...SeniorPrivateImmediate start
$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants... ...ability to obtain them. This role involves advising clients on wealth management and generating new business while collaborating with...SeniorPrivate
- ...delivering sophisticated legal counsel across corporate, tax, real... ...intellectual property, and private wealth matters. The firm combines... ...exceptional opportunity for a senior attorney who advises private... ...M&A Tax Corporate Tax Planning Partnership Tax Private...PrivateWork at officeLocal area
$140k
...Job Description Direct Counsel represents a respected law... ...Pasadena, CA who is seeking a Senior Associate Attorney or Senior... ...experience in Trusts & Estates and Private Client matters to join its... ...and families on estate planning, wealth transfer, and related matters...SeniorRemote workFlexible hours$106.4k - $221.38k
...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Senior Associate to join our KPMG... ...improvement engagements for private equity clients and support the... ...monetization, and strategic planning, with experience leading and...SeniorPrivateFull timeH1bLocal area$79.61k - $168.59k
...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Senior Associate, Infrastructure... ...project types for both public and private clients Master's degree... ...of construction including planning and work breakdown structures...SeniorPrivateFull timeContract workH1bLocal area- ...West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed...PrivateLocal area
$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of... ...and family offices through Citi Private Bank, operates in the affluent and high-net... ...banking, investing, wealth management and planning services and a dedicated Private Banker....PrivateFull time$75k - $175k
...as of April 30, 2026. Position A Private Advisor team within our Rockefeller Global... ...unit is seeking a highly skilled Team Wealth Planner to deliver white-glove, high-touch... ...responsible for executing sophisticated planning initiatives, supporting complex client needs...PrivateWork at officeLocal area- ...Senior Labor & Employment Counsel - High-Impact Hybrid Role Join a prominent, full-service law firm in our dynamic Labor & Employment Department... ...in managing and strategically advising on sensitive PAGA (Private Attorneys General Act) cases and supporting high-profile...SeniorPrivate
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...SeniorPrivate
$160k - $275k
...experience in a Chambers-ranked Labor & Employment group, and a commitment to client service. This role advises clients in technology and private equity sectors on strategic workforce and compliance matters. A competitive salary range of $160,000 to $275,000, along with...SeniorPrivate$160k - $275k
...looking for an employment attorney in Los Angeles with over 5 years of experience. The role involves advising technology companies and private equity firms on workforce strategies and employment issues. Candidates should hold excellent academic credentials and be members of...SeniorPrivateFlexible hours$160k - $200k
...Your Role Reporting to the General Counsel, as Senior Legal Counsel‐SEC, you'll be a key legal... ...requirements preferred Experience assisting a private company in preparing for public company... ...0,000 DOE) plus benefits and incentive plans ~ Healthcare, dental, and vision...SeniorPrivateContract workCasual work
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