Private Wealth Services Associate
$249k - $325kThe People Of: Professional Services
Location: San Diego, CA A leading global law firm is seeking a 4th–8th year Associate to join its Private Wealth Services practice in San Diego. This is an excellent opportunity to work on sophisticated estate planning and wealth transfer matters for high net worth individuals and families within a highly regarded national platform. The role offers significant responsibility handling complex planning and administration matters, while mentoring junior team members within a collaborative and fast‑paced environment. Key Responsibilities Advise clients on sophisticated estate planning and wealth transfer strategies Draft advanced estate planning structures, including Revocable Trusts, ILITs, SLATs, IDGTs and GRATs Handle trust and estate administration matters, including modifications, decantings and trust terminations Advise on transfers involving QSBS stock, business interests and real estate Conduct legal research on multi‑jurisdictional and cross‑border estate planning matters Supervise and mentor junior associates and support staff Work directly with high net worth clients and families on complex matters Who You Are 4th–8th year associate Strong background in sophisticated trusts & estates and private wealth planning Experience advising high net worth individuals and families Strong drafting, research and communication skills Experience managing complex trust and estate administrations Highly organised, detail‑oriented and proactive Experience mentoring junior attorneys preferred LL.M. in Taxation or Estate Planning preferred Experience in a fast‑paced law firm environment preferred Compensation Salary Range: $249,000 – $325,000 (DOE) Benefits: Discretionary bonus, healthcare, 401(k), parental support benefits and comprehensive benefits package #J-18808-Ljbffr The People Of: Professional Services
- Private Wealth Advisor About Our Client Our client is a distinguished wealth management firm specializing in alternative investments for... ...oriented investing, expert guidance, and exceptional personalized service. Their services also include business management, tax...PrivateFull timeRemote work
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...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area- Jobtailor is seeking an experienced talent acquisition professional to attract Wealth Advisor talent for its Private Client business across the United States. The role involves consultative workforce planning, building a network of advisor candidates, and partnering with...Suggested
- MFS Investment Management seeks a Senior Regional Consultant - Wealth Management to sell MFS products through Enterprise RIAs, Bank Trusts, and Private Banks in California, Nevada, and Hawaii. You will drive territory sales, develop strategies, and collaborate with the...Private
- A distinguished wealth management firm is seeking an experienced Private Wealth Advisor to join its team. The role involves developing and managing client relationships, with a focus on Ultra-High-Net-Worth and High-Net-Worth clients. Key responsibilities include business...Private
- A boutique investment firm is seeking a Private Equity Investment Sales Associate to provide wealth management services and sell investment products. Candidates with client-facing experience and required FINRA licenses are encouraged to apply. This commission-based role...Private
- The People Of: Professional Services in San Diego, CA is looking for a 4th-8th year Associate in their Private Wealth Services practice. This role involves advising on complex estate planning matters and mentoring junior team members in a collaborative environment. Potential...PrivatePrivate practice
$10k
...will present Fisher Investments Canada's wealth management solutions to high-net-worth investors... ...portfolio management and client service groups will manage the transition and retention... ...variety of FI's offerings Help qualified private investors become Fisher Investments'...PrivateLocal areaRemote work- J.P. Morgan Wealth Management - Private Client Advisor - Modesto, Stockton and Lodi, CA Locations: Modesto, CA; Stockton, CA; Lodi, CA Job Description... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
- ...Provide exceptional client service, addressing product, technical... ...Serve as a senior expert on private markets, competitor positioning... ...Leader, Relationship Management Associate (RMA), and Sales Service... ...alternative investments or private wealth distribution. FINRA Series 7...Private
$65k - $75k
A financial advisory firm is seeking a Client Service Associate to enhance client experiences and support wealth advisors. The ideal candidate will personalize interactions, manage client communications, and thrive in a collaborative setting. Candidates should have at...Full time$175k - $200k
Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an... ...comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke...PrivateLocal areaFlexible hours- Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate - Stevenson Ranch, CA role at JPMorgan Chase . At J.P. Morgan Chase,... ...relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity...Full time
- Join J.P. Morgan Chase as a Private Client Advisor in California, MO, where you'll offer comprehensive financial planning and personalized... ...success, this role requires at least 2 years of financial services experience and licenses such as Series 7 and Series 66. Enjoy a...
$275k
...execution of M&A transactions for domestic and foreign corporate and private equity clients. Work on major workstreams of M&A transactions... ...and geographies. About UBS UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also...PrivateFull time$84.5k - $135k
The Private Client Senior Placement Lead is a senior‑level role within the Private Client Services (PCS) team, responsible for overseeing PCS Marketing Specialists and driving strategic... ...as consulting services and financial & wealth solutions. With over 200 offices and more...PrivateFull timeWork at office- Citi Private Bank is seeking an Investment Counselor Principal to lead and grow relationships with ultra-high-net-worth clients in the... ...risk, and coordinate with private banking partners to deliver tailored solutions and exceptional service. #J-18808-Ljbffr 6AM City, LLCPrivate
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Primeline Solutions LLC is recruiting for Trusts & Estates Attorney positions across various locations, including hybrid and fully remote models. Ideal candidates will hold a JD and have substantive experience in trusts & estates, probate, and fiduciary litigation. The ...PrivateRemote job- ...Ready to join a dynamic company in the hospitality and service industry where people help drive the success of the business? Since its... ...than 17,000 employees. We are the largest owner and operator of private clubs nationwide, with 130+ country clubs, city clubs, and...PrivateFull timeTemporary workPart timeWeekend work
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing...PrivatePrivate practiceWork at officeLocal area
- • Position oversees overall loss control service direction, coordination, and evaluation of new business and dedicated accounts in their... ...+ years of risk assessment, commercial insurance operations or private industry risk management role. Thorough knowledge of...PrivateWork at office
- Jobtailor is seeking a Fund Finance Analyst to support the origination and execution of credit facilities for Private Equity fund clients within the FIG group. You will work with origination and portfolio teams to grow a portfolio of syndicated facilities and assist in...Private
$70k - $85k
...in California is looking for an experienced professional to oversee investor services operations and client communications. The ideal candidate will have over 4 years of experience in private equity or investor services, with strong analytical skills and proficiency in...PrivateWork at office- ...District Attorney has opportunities for Victim Services Specialists throughout Riverside County.... ...the California Crime Victim Assistance Association, FBI, Homeland Security, law enforcement... ..., services and resources in a public or private social service or criminal justice...PrivateInternshipWork at officeImmediate startRelocation
$5,083 per month
...Professionals of California, Probationary, Full Time, Student Services Position Description Salary Range: $5,083.00 per month to $7,2... ...Assist in ensuring the timely administration and coordination of Private and Plus Loans. Help with supporting the timely administration...PrivateFull timeRemote work$250k - $340k
...years, we have built a reputation as a "go to" law firm to handle high profile and high impact matters for both public entities and private sector clients. Our Land Use and Environmental Group works on sophisticated, large-scale development matters involving high-...PrivateWork at officeWork from home$27 - $30 per hour
...lifeguards and instructors following a near-drowning incident. We offer a wide range of services designed to meet the unique needs of homeowners' associations, municipalities, and private clients. Our services include swim lessons, swim team development, lifeguard...PrivateHourly payPart time- ...the organization's technical products or services by answering questions and solving... ..., patrons, and people within public and private spaces a safe, clean environment and access... ...tomorrow’s challenges today. Our Total Associate Engagement core value means we work hard...PrivateHourly payWorldwide
- ...Responds to both routine and emergency security‑related calls for service, complaints, or unusual conditions on County property; takes... ...and procedures; Reports criminal activity and participates in a Private Person’s Arrest in accordance with California laws and...PrivateFull timeWork at officeLocal areaDay shift
- ...through technology. If you’ve sold trucks, equipment, software, or services and want to be on the frontlines of disruption with AI, this is... ...: Cultivate long‑term relationships with decision‑makers at private haulers & municipal contractors. Territory Ownership: Build...PrivateFor contractorsShift work
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