Estate Planning Associate — High‑Net‑Worth Trusts
Premier Pursuit
A reputable law firm in Tampa is seeking a Trusts & Estates Associate to enhance their private client practice. The ideal candidate will have 2+ years of experience in trusts & estates, with skills in drafting wills and estate planning documents. Florida Bar admission is required. This position offers significant client interaction, mentorship, and opportunities for long-term growth within the firm’s practice. #J-18808-Ljbffr Premier Pursuit
$225k - $260k
Foley & Lardner LLP is seeking an associate with 1-3 years of trust and estate planning experience to join the Estate Planning Practice Group in our Tampa... ...documents and business succession planning documents for high‑net‑worth individuals. Draft intricate charitable giving...High net worthWork at office- ...Description Top 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office.... ...in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable...High net worthWork at office
- A national law firm is seeking a Trust & Estate Planning Associate to join its Estate Planning Practice Group in Tampa. The practice provides sophisticated... ...succession, and charitable giving documents for high net worth individuals Exposure to probate proceedings, federal...High net worthWork at office
$225k - $260k
...Job Description Job Description Trust & Estate Planning Associate Attorney Tampa, Florida 1–3 Years Experience $225,000–$260,000 A highly respected AmLaw firm is seeking a Trust... ...recognized platform serving high-net-worth individuals, families, businesses,...High net worthWork at office- ...regarded firm that is looking to add a Trusts & Estates Associate to its growing private client... ...experience in trusts & estates, estate planning, or wealth transfer Experience drafting... ...estate planning matters for high-net-worth individuals and families. The firm offers...High net worthPrivate practice
$225k - $260k
A prestigious law firm in Tampa is seeking an associate with 1-3 years of experience in trust and estate planning. The candidate will draft complex estate planning documents and counsel clients on tax planning. A JD from an ABA-accredited law school and membership in the...- AJ Chambers US is seeking a Trust & Estate Planning Associate to join their Estate Planning Practice Group in Tampa. This role is ideal for associates with 1-3 years of trust and estate planning experience who want to develop a long-term practice in a collaborative environment...
$55k - $75k
...Now Hiring: Legal Assistant – Trusts & Estates Are you an experienced Legal Assistant with... ...Trusts & Estates? Do you enjoy providing high‑level support to attorneys and working... ...attorneys who work closely with high‑net‑worth clients, so strong communication skills...High net worthWork at officeImmediate start$225k - $260k
...0-180K Our client is seeking a Trust and Estate Planning Attorney to join its highly reputable firm. This opportunity... ...Overview The firm is seeking an associate with 1 to 3 years of experience... ...estate planning documents for high net worth individuals Prepare business...High net worth- DarrowEverett LLP is looking for a Trust & Estates Attorney with immediate... ...administrative skills, be highly organized and detail-oriented... ...advice to clients on estate planning, business formation, special... ...of law, including high net worth estate planning. Draft legal...High net worthImmediate start
$250k
...Staffing & Executive Search is seeking a Trust & Estate Attorney for its client's Tampa or Ft.... ...immediate opening for a Trust & Estates associate with 5-8 years of experience with estate planning for high- and ultra-high net worth clients, with a focus on tax planning, trust...High net worthWork at officeImmediate start$157.2k
...The Private Client team helps high-net-worth individuals and... ...integrates wealth management, tax planning, and family office services,... ...the intersection of advanced estate and family enterprise planning... ...planning services (e.g., personal trusts, living trusts, wills, estate...High net worthHourly payWork at officeFlexible hours- ...with their clients to deliver a high level of service, and achieve... ...relationships with high-net-worth clients, ensuring their financial... ...focus is 100% on building trusted relationships with high-net-worth... ...let's talk. Seniority level: Associate Employment type: Full-time...High net worthFull time
- ...Florida, is seeking a detail-driven CFP® professional who is passionate about personalized planning. The role involves building financial, tax, and estate plans for high-net-worth clients, leading investment discussions, and collaborating within a small team. Candidates...High net worth
- A law firm in Tampa, FL is seeking an experienced Trusts, Estate Planning, and Probate Attorney with over 4 years of experience in estates and trusts... ...position involves working with complex trusts and providing high-quality client services in Private Client Services practice....Private practice
- A leading financial services firm is seeking a Wealth Strategist to advise high-net-worth clients on complex tax and estate planning. The ideal candidate will have over 9 years of client-facing experience and relevant qualifications. Responsibilities include developing...High net worth
- ...Relationship Manager. This is a high-impact, client-facing... ...relationship quarterback for high-net-worth families, coordinating integrated... ..., credit, and investment/trust strategies with internal specialists... ...discuss (at a high level) estate planning concepts, market/economic...High net worth
$10k
...Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...research teams, client service associates, and renowned sales team to give our clients... ...of our Private Client Group, build trusting relationships with our clients and educate...High net worthWork experience placementWork at officeWork from home- Description Trusts, Estate Planning, Probate Attorney ( 4 + plus years) Trenam is seeking an experienced attorney in the firm’s Private Client... ...min. Excellent communication and legal writing skills with a high level of attention to detail Candidates will be expected to...Private practice
$10k
...interest in working in the United States with high-net-worth clients living in the UK? Come join our... ...research teams, client service associates, and renowned sales team to give our clients... ...Work with our UK clients to build a trusting and professional relationship...High net worthWork experience placementWork at officeWork from home$10k
...Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day: Work collaboratively with your... ...right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-...High net worthWork at officeWork from home- ...High Net Worth PCS Account Manager for Wholesale Company We are seeking a highly motivated... ...obtain insurance license. ~ History of trusted working relationships with carriers and... ...~ Independent judgment is required to plan, prioritize and organize diversified workload...High net worthFull timeContract workWork at officeRemote work
$60k - $200k
...World Insurance Associates (“World”) is a unique financial services... ...investment advisory and retirement plan services, and payroll & HR... ...commercial lines insurance, high net worth / private client, employee... ...to become each client’s trusted risk management advisor and...High net worthBase plus commissionImmediate start- ...respected law firm in Florida is seeking an Estate Planning Attorney to advise on complex wealth transfer planning for high-net-worth clients. Candidates should have 2-5 years... ...a strong technical foundation in wills and trusts. Excellent drafting, analytical, and communication...High net worth
- ...passionate about building relationships with high-net-worth clients and delivering exceptional... ...Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients... ...business development events, and through association memberships to grow the Private Client...High net worth
$120 - $150 per hour
...private equity owned companies, all high‑growth private companies. In... ...tax returns, income tax planning for high‑net‑worth individuals and families, partnership... ...and state personal and trust income tax A thorough understanding of estate and wealth planning Experience...High net worthHourly paySeasonal workRemote workFlexible hours- ...Description:**This role is a high-touch point of client... ...of clients in the high net worth segment. The Private... ...Advisors and Trust Advisors to provide proactive... ...with a Private Client Planning Experience* Effectively... ...specialists (Taxes, Trust and Estate) to provide...High net worth
$90 - $120 per hour
...have in common is they are high growth private companies... ...demanding tax planning and compliance projects... ...income tax planning of high‑net‑worth individuals and families... ...and state personal and trust income tax A thorough understanding of estate and wealth planning Experience...High net worthHourly paySeasonal workRemote workFlexible hours- ...A prominent risk management firm in Tampa is seeking a highly motivated High Net Worth PCS Account Manager to join their Private Client Solutions team. The ideal candidate will manage personal lines insurance accounts, maintain broker relationships, and evaluate insurance...High net worthWork at officeRemote work
- ...Private Client Services (PCS) / High Net Worth (HNW) practice in multiple... ...wealthy family members and their trusts, investment entities, and... ...Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution,... ...candidates will possess ability to plan client engagements, provide...High net worthWork at officeLocal area
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