Private Wealth Trusts & Estates Associate
Jobot
Jobot is seeking a Trusts & Estates Associate with 3–5 years of experience in sophisticated estate planning and trust/estate administration. You will advise high-net-worth individuals, families, and fiduciaries on wealth transfer strategies, trust structuring, and related tax planning matters in a single-office environment. Strong writing and drafting skills, solid academic credentials, and a track record in a private client practice are required. #J-18808-Ljbffr Jobot
- ...s largest and most sophisticated private wealth practices. We work exclusively out... ...us? Work on sophisticated estate planning, wealth transfer, and trust administration matters for a high... ...We're seeking a Trusts & Estates Associate with 3-5 years of experience in sophisticated...PrivatePrivate practiceWork at officeLocal area
- The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering... ...and memorable experience. Our associates have a passion for learning and work... ...professionals to review and assess estate planning, tax planning, and investment...PrivateFull time
$85k - $95k
...Premier Trusts & Estates team serving high-net-worth clients | most competitive benefits and career stability in the Boston market! This... ...on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a...PrivateTemporary workWork at officeLocal areaFlexible hours$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth... ...(10+ years) to join its growing private client practice in Boston. This is... ...owners on complex estate planning and wealth preservation strategies. The Role...SuggestedPrivate practice- ...Private Wealth Client Associate Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge... ...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped...PrivateSeasonal workWork at officeWork from homeShift workDay shift
$190k - $270k
Job Details Support sophisticated estate planning and wealth transfer strategies for high-net-worth clients in a collaborative boutique private client practice. Salary: $190,000 - $270,0... ...Join a highly regarded, sophisticated trusts and estates team where you’ll work directly...Private practiceLocal area$100 per hour
...RIW is seeking an experienced Trusts & Estates Associate to join its established and growing practice. The role offers the opportunity to work on sophisticated estate planning, wealth transfer, trust administration, and probate matters for a diverse client base, including...Remote work$345k
...Job Description:\n\nREAL ESTATE ASSOCIATE Joint Ventures & Real Estate... ...for institutional investors, private equity sponsors, developers, and real estate investment trusts (REITs). The firm recently posted... ...investors, pension funds, sovereign wealth funds, or insurance company...PrivateWork at officeLocal areaImmediate startRelocationRelocation package- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Private
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...PrivateBank staff
- We build and protect wealth for families who have spent generations accumulating it. Multi-generational planning, closely held business succession, charitable structures, and the trust and estate administration that follows. Our clients stay with us for decades, and so...
$225k
...history and experience, Choate Wealth is a fully integrated, high-... ...advice for clients on estate, philanthropic, and tax planning... ...team of in-house investment and trust administration professionals.... ...attorneys is $225,000 for first year associates to $435,000 for Principal...Work at office- ...quarter), leaving 5 additional remote days to be used as needed.The Senior Associate, Client Marketing will shape and deliver coordinated marketing campaigns for HarbourVest’s Global Private Wealth business. This role translates fundraising priorities, product focus...PrivateFull timeWork at officeLocal areaRemote workHome office1 day per week
$150k - $230k
...A well-established Boston law firm with over 100 attorneys is seeking a Trusts & Estates Attorney to join its highly regarded private wealth practice. The firm has built a strong reputation for advising high-net-worth individuals, families, entrepreneurs, and closely...PrivateFor contractorsPrivate practice$34.1 - $56.83 per hour
...investment management services to Wealth Advisory Services clients.... ...markets, Wilmington Trust investment process and wealth... ...relationships.Serve as a support associate to assigned Investment Advisor... ...and information to clients, Private Client Advisors and Trust Advisors...Hourly payFull timeWork experience placementWork at office- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...and beyond, which may include tax and estate planning, philanthropic planning and... ...grow client relationships by acting as a trusted advisor who delivers holistic private wealth...Private
- Husch Blackwell LLP currently seeks a Private Wealth Associate with four to eight years of experience. The position supports our offices... ...preferred. Ideal candidates will have sophisticated estate planning, trust and estate administration, estate and gift tax, and charitable...PrivateWork at office
$110k - $180k
...Trusts & Estates Attorney McLane Middleton, Professional Association, a leading New England-based law firm, is seeking a Trusts and... ...and tax-efficient and estate and wealth transfer strategies, including... ...have prior experience in a private law firm setting and will demonstrate...PrivateWork at officeRemote work- ...Trainee program within Global Private Bank. You will join a... ...relationships and deliver customized wealth management solutions,... ...investments, lending, banking, and trust planning while building your... ...to transition to a full-time Associate role after the program. #J-1...PrivateFull timeTraineeship
$175k - $200k
What You’ll Do:The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely... ...advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful...PrivateFull timeFlexible hours$175k - $200k
...What You’ll Do The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely... ...Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for...Private$50 per hour
...fulfilling career.The Tax Advisor, Wealth Management will be responsible... ...support for clients of BBH's Private Wealth Management group,... ...The ideal candidate can be a trusted advisor who can partner with business... ...tax plans to minimize overall estate and income taxes, with support...PrivateFull timeWork at officeLocal area3 days per week$100.35k - $205k
...services to individual clients and their trusts, estates, family offices, investment vehicles,... ...a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...the applicable geographic differential associated with the location at which the position...PrivatePrivate practiceWork at officeLocal area- ...support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.... ...Skills Consistently demonstrate behaviors associated with Beacon Bank & Trust’s Core Four values: adaptability, accountability...PrivateWork at office
$110k - $188.75k
The VP, Wealth Services Product & Lifecycle Marketing leads product and platform marketing... ...and go-to-market decisionsAct as a trusted advisor to Wealth Services leadership on... ...client segments and personas (e.g., RIAs, private banks, wealth platforms, intermediaries),...PrivateFull timeTemporary workFlexible hours$165k - $250k
...strategies focused on real estate, private equity, credit, infrastructure... ...Business Unit: The Private Wealth Public Funds (PWPF) Legal group... ...Real Estate Income Trust (BREIT), an industry leading... ...practicing law as a law firm associate or in-house counsel, focused...PrivateFull timeLocal area- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...and beyond, which may include tax and estate planning, philanthropic planning and... ...grow client relationships by acting as a trusted advisor who delivers holistic private...Private
- ...Wealth Management AssociateGray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and...PrivateWork at officeImmediate start
$120k - $150k
...learn more about CIBC, please visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio, including trust companies, registered investment advisors, and personal banking. As...PrivateFull timeRemote workShift work2 days per week- Job Title: Estate and Trust Administrator Department: Administration Classification: Non-Exempt Employment Type: Full-Time Summary The Estate and Trust Administrator will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio...Full timeTemporary workRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Trusts & Estates Associate. Be the first to apply!
- title examiner remote Boston, MA
- real estate broker Boston, MA
- title examiner Boston, MA
- real estate agent Boston, MA
- property management associate Boston, MA
- real estate salesperson Boston, MA
- property management specialist Boston, MA
- commercial title examiner Boston, MA
- estate agent Boston, MA
- commercial real estate broker Boston, MA



