Legal Wealth Advisor: Private Banking for Law Firms
Justia Inc.
Truist Financial Corporation in New York seeks a Legal Wealth Advisor to originate and manage a profitable portfolio of law firm clients, including deposits, loans, and investment products, while delivering comprehensive wealth strategies. You will lead relationship teams, drive new business through centers of influence, and ensure compliance with regulatory requirements, risk controls, and quality client service. #J-18808-Ljbffr Justia Inc.
$260k
...TX HYBRID Our client, a global AmLaw 50 law firm with a top-ranked Global Finance practice... ...represents borrowers, lenders, issuers, private equity sponsors, and financial institutions... ...companies (BDCs), hedge funds, and other non‑bank lenders , preferred. Experience serving...PrivateWork at officeRelocation package- ...Financial Services Type Privately Held Founded 1996... ...Analysis Funds Banking Financial Contracts... ...be a key player in the firm's growth, ensuring the... ..., and a background in law firm, in-house, and/or... ...Compliance Officer Functions ~ Legal ConfidentialPrivate
$260k - $390k
...Banking & Finance Associate Attorney - NY, LA, SF BANKING & FINANCE... ...client, a prestigious Amlaw 50 firm, is seeking a highly motivated... ...to high‑value matters across private credit, structured finance, syndicated... ...Profile JD from a top‑tier law school with a strong academic...PrivateWork at office$140k - $160k
Zeichner Ellman & Krause LLP is a medium-sized prestigious mid‑town banking law firm that fosters an environment where talented individuals with... ...for bank and non-bank financial institutions and private lenders for transactions secured by real estate, various other...PrivateFull timeRemote work- ...lending transactions involving financial institutions, private credit lenders, corporate borrowers, and private... ...3-6 years of experience in corporate finance, banking, or secured lending within a sophisticated law firm environment JD required and prior experience working...Private
$365k - $420k
As a global law firm our work spans jurisdictions, cultures, and languages... ...and grow. We combine deep legal expertise and commercial... ...revolving credit facilities, private placements and acquisition financings... ...public sector and private banking financing. Your experience...PrivateWork at officeLocal area$178k - $235k
...financial services, including banking, leasing, securities,... ...level attorney to join the firm’s close-knit capital markets legal team responsible for providing... ...2) broadly-syndicated and private credit / middle-market... ...willing to train and mentor law firm attorneys looking for...PrivateFull timeWork at officeLocal areaWork from homeWorldwide$235k
One of the Nation's Top Law Firms (A List) Seeking experienced Associates to join Corporate... ...minimum of three years of experience in private equity fund formation and related fund... ...M&A, and financings. Associate Finance Banking (Lender Side) Banking Practice is seeking...PrivateFull timePrivate practiceWork at officeMonday to Friday- ...Role at a Vault 20 NYC Firm - No Billables, Fast Track... ...a top-ranked Vault 20 law firm based in New York... ...-border financings and private equity-backed... ...a recognized leader in banking & finance, with a dual... ...Full-time Job function: Legal Industries: Law Practice...PrivateFull timeLocal area
$260k
...equity investors, sponsors, financial advisors and agents at every layer of the... ...practice is recognized among the top law firms for Nationwide Banking & Finance by Chambers USA. Salary is... ...experience representing borrowers, lenders, private equity sponsors, and/or agents in a...Private$260k - $390k
Banking & Finance Associate Attorney Direct Counsel is seeking a Banking... ...to join a prestigious Am Law firm in one of the following... ...transactions. Advise clients on private credit transactions, syndicated... ...financing documents. Conduct legal due diligence and assist with...PrivateTemporary workWork at officeFlexible hours$225k - $425k
...Permanent A leading international law firm known for advising leading financial institutions, private equity sponsors, and... ...stakeholders including financial advisors and investment professionals... ...leveraged finance, restructuring, or banking Experience representing...PrivatePermanent employmentLocal area- Job Overview A law firm seeks a Banking and Debt Finance Associate with 2 to 3 years of experience to join... ...Represent lenders, borrowers, and private equity sponsors in credit facilities and debt financings. Draft and review legal documents with precision and clarity. Collaborate...Private
$157.04k - $235.56k
...businesses and sources of wealth generation.* Anticipate... ....* Serve as a trusted advisor to clients who... ...connections to the Citi Private Bank.* Effectively manage client... ...relationships with the firm.* Help clients achieve... ...compliance with applicable laws, rules and regulations,...PrivateFull time- Job Overview A law firm seeks an associate with three to six years of experience to join its Banking and Finance practice in New York City, NY. The practice focuses on representing... ...in various debt financings, including private credit transactions and syndicated credit facilities...PrivateFlexible hours
$178k - $235k
...financial services, including banking, leasing, securities,... ...attorney to provide primary legal coverage for the firm’s active and growing Investment... ...and underwrite public and private debt capital markets... ...outside counsel and manage the law firm relationships and legal...PrivateFull timeWork at officeLocal areaWork from homeWorldwide$170k - $275.5k
...Senior Counsel, Bank Regulatory Legal Corporate Title: Director... ...as a strategic advisor to Deutsche Bank AG'... ...matters affecting the Firm's business activities... ...platform under applicable laws and regulations,... ..., Capital Markets, Private Bank, and Wealth Management lines of...PrivateWork at officeWork from home$420k
...seven years of experience to join the firm's rapidly growing practice in New... ...clients consist of many high-profile bank and nonbank lenders, including private debt funds. Requirements Candidates must be admitted to practice law in New York and be in good standing....Private$157.04k - $235.56k
Law Firm Group Private Banker (Series 7 & 66) Citi’s Law Firm Group is... ...will serve as the primary advisor, delivering the full breadth of Citi’s wealth management capabilities—including banking, lending, investments,... ...serving the unique needs of legal professionals. Key...PrivateFull time- ...prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client... ...position offers the opportunity to significantly impact client experiences in the banking industry. #J-18808-Ljbffr Valley BankPrivateFull time
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...Private
- ...Lateral Associate, Counsel & Partners in Private Fund Debt, Asset-Based & Real... ...message the job poster from Platinum Legal Search Group, LLC Helping Law Firm Partners and Associates Navigate... ...Finance Attorney (3+ Years) Represent banks & financial institutions in master...PrivateFull timeFlexible hours
- J.P. Morgan seeks a Private Client Banker in New York to manage affluent client relationships and provide tailored financial education... ...financial needs. Applicants should have at least 1 year in Branch Banking, with a high school diploma or equivalent required. The...Private
- ...First Citizens in Georgia is seeking a Private Banker to join its Wealth Management division. The role focuses on acquiring and managing relationships with High Net Worth clients, providing tailored banking solutions to meet their financial needs. Qualified candidates...Private
- ...25,000 – $310,000 A premier global law firm is seeking a Finance (Corporate Debt... ...attorney interested in representing private equity sponsors, banks, direct lenders, institutional investors... .... Devney Ayers Director of Legal Recruiting Aligned Talent Acquisition...PrivateWork at office
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to... ...degree with 7+ years' experience in the wealth management industry as either a Financial...Private- ...$260,000 A premier global law firm is seeking a Debt Finance Associate... ...lenders, borrowers, private equity sponsors, and financial... ...finance, leveraged finance, banking & finance, or corporate finance... ...Devney Ayers Director of Legal Recruiting Aligned Talent...PrivateWork at office
- ...$365,000+ A nationally recognized law firm is seeking a Debt Finance Associate... ...attorney interested in representing private equity sponsors, banks, direct lenders, institutional investors... ...welcome. Devney Ayers Director of Legal Recruiting Aligned Talent...PrivateWork at office
$225k - $250k
...Overview The Legal Wealth Advisor 3 is responsible for origination and on-going... ...and small to mid-sized law firms through the development and... ...investments. Act as the "+face" of private practice within LSG firm... ...comprehensive resources of the bank. Coordinate and lead the...PrivatePrivate practiceWork at officeLocal area$140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients... ...80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We...PrivateTemporary workWork at officeRemote workFlexible hours3 days per week
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