Private Wealth Associate
$215k - $275kMB Attorney Search LLC
MB Attorney Search is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of an Am Law 100 law firm. This opportunity may be based in one of the firm's offices (with a preference for Phoenix, AZ or Milwaukee, WI), offering hybrid flexibility while working as part of a collaborative national team. This opportunity is ideal for an attorney with approximately 4–8 years of experience who enjoys developing long-term client relationships, solving sophisticated planning challenges, and advising high-net-worth individuals, families, business owners, and fiduciaries on complex wealth planning matters. The practice offers a broad mix of sophisticated estate planning, trust and estate administration, wealth transfer planning, charitable planning, and related tax matters, along with meaningful client contact and opportunities to collaborate with attorneys across multiple offices. Attorneys in this practice work closely with clients and their advisors to develop customized planning strategies that preserve wealth, accomplish family and business objectives, and navigate complex tax and succession issues. Responsibilities Advise high-net-worth individuals, families, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and succession matters. Draft and review sophisticated estate planning documents, including wills, trusts, powers of attorney, and related planning instruments. Assist clients with trust and estate administration and fiduciary matters. Advise on estate, gift, and generation-skipping transfer tax planning, as well as charitable planning strategies. Collaborate with attorneys across multiple offices and related practice areas to develop customized planning solutions. Build trusted client relationships while providing thoughtful, practical legal counsel. Qualifications Approximately 4–8 years of experience in sophisticated estate planning, trust and estate administration, wealth transfer planning, and related tax matters. Prior law firm experience required. Strong drafting, analytical, and client counseling skills. Excellent written and verbal communication abilities. Strong academic credentials and sound professional judgment. Ability to manage multiple sophisticated matters while delivering exceptional client service. Licensed to practice law in the applicable jurisdiction or eligible to obtain admission. What Makes This Opportunity Unique National Private Wealth practice serving high-net-worth individuals, families, business owners, and fiduciaries. Opportunity to work through the firm's innovative virtual office platform or from one of its physical offices. Sophisticated mix of estate planning, trust and estate administration, wealth transfer, charitable planning, and tax matters. Collaboration with experienced private wealth attorneys across multiple offices and practice areas. Collegial, team-oriented culture with meaningful mentorship and professional development. Excellent long-term growth opportunities within a nationally recognized private wealth practice. Compensation Compensation is competitive and ranges from $215,000 to $275,000 , depending on experience, qualifications, and geographic market. Location Hybrid from several of the firm's office locations, with a preference for Phoenix, AZ and Milwaukee, WI. To Apply Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity, compensation, and overall fit. Additional materials, including a law school transcript, writing sample, deal sheet, or references, may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality, and candidate materials will not be shared with our client without your prior consent. About MB Attorney Search MB Attorney Search is a Midwest-focused legal recruiting firm specializing in associate-, counsel-, partner-, and in-house attorney placements. We are committed to thoughtful, relationship-driven recruiting and long-term career guidance for attorneys throughout the Midwest and beyond.
$215k - $275k
...MB Attorney Search is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of an Am Law 100 law firm. This opportunity may be based in one of the firm's offices (with a preference for Phoenix, AZ or...PrivateFull timePrivate practiceWork at office- ...people are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal... ...similar services to Fortune 1000 companies, private equity investors, and asset based...PrivateH1bLocal area
$75k
...incentive, and bonus opportunities, earning new Associates well into six figures within the first... ...exclusively for financial advisors and wealth managers—nationwide. We provide... ...federal, and appellate courts, as well as private forums like FINRA Dispute Resolution. You...PrivateFull timeCasual workWork at officeMonday to FridayFlexible hours- ...Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to...SuggestedLocal areaRemote work
$77.33k - $157.67k
...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including...PrivateLocal areaRemote work$12 - $15 per hour
...Specialty Associate As a Specialty Associate you will contribute to profitable sales growth by combining in-depth product knowledge... ...fashion, apparel, home, beauty, and jewelry from national and private brands and provides personal services including salon, portrait...PrivateHourly payWorldwide- ...About Us: We are a top, nationally recognized boutique Wealth Management firm looking for a warm, driven, detail-oriented self-starter... ...-getter” to join our rapidly growing team. We’re hiring an Associate Wealth Advisor to work alongside our Wealth Advisors in...
- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...
- ...immunology research. We invite applications at the assistant or associate professor level, or at an equivalent level. Candidates should... ...Immunology Research The Versiti Blood Research Institute (VBRI) is a private research institute and leader in blood-related research,...PrivateFull timeTemporary workLocal areaImmediate start
- ...Job Title Task Associate Overview Experience a place of energy, passion, and excitement. A place where the joy of discovery and... ...across all categories and price points, including Ulta Beauty's own private label. Ulta Beauty also offers a full-service salon in every...PrivateWork experience placementLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift
- Hammes Partners is a private investment platform focused exclusively on the U.S. Outpatient Healthcare Real Estate market dedicated to... ...of stabilized assets as well as assets under development. The Associate will also have primary responsibilities for developing and executing...PrivateFull timeWork at officeLocal area
$126.81k - $154.99k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following...PrivateFull timeWork experience placementLocal area- ...and small mammals. Our commitment to quality care has earned us multiple “Best Veterinary Clinic in Milwaukee” recognitions. As a privately owned, family-operated practice, we offer a collaborative and supportive environment that’s increasingly rare in today’s corporate...PrivateFull timePart timeWork at officeLocal areaRelocation package
- ...place to work. This intern works directly with the Communications team within Private Wealth Management (PWM) to support compelling and timely communication to PWM branch network associates. This is a hybrid internship working four days per week in our downtown Milwaukee...PrivateFull timePart timeSummer workInternshipSummer internshipCurrently hiringWork at officeLocal areaRemote workWork visa
- ...the successful finalist. #LI-KD1 Medical College of Wisconsin The Medical College of Wisconsin (MCW) is the states only private medical school and health sciences graduate school. MCW consists of a School of Medicine with campuses in Milwaukee Green Bay and Central...PrivateFull timeImmediate start1 day per week
- ..., and closely held businesses with complex tax, financial, and wealth planning needs. In this role, you'll lead sophisticated tax compliance... ...tax planning across individuals, trusts, partnerships, LLCs, private investments, and family-owned operating entities. Serve as a...PrivateFull timeContract workWork at office
$125k
...InvestmentsAbout BetaNXTBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an... ...an understanding of the various industry partners (InvestCloud Private Markets Network, Corastone, SS&C AltServ, CAIS, DTCC AIP) with...PrivateWork at officeRemote work- ...be recognized as one of Deloitte’s Wisconsin 75 most successful private companies and recognized by BizTimes’ Future 50 Program as one... ...success, and believes in growing together. Shipping & Receiving Associate Job Summary Full-time | Monday-Friday | First shift, 6:30 am...PrivateFull timeTemporary workMonday to FridayDay shift
$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte... ...customers. Our clients include asset, wealth, and investment advisers and administrators... ...the applicable geographic differential associated with the location at which the position...PrivateOdd jobWork experience placementLocal area- ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...each other.CliftonLarsonAllen, LLP is hiring an Experienced Audit Associate to service our Nonprofit clients in Wisconsin. Locations...Full timeInternship
- About BetaNXTBetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced... ...the Infrastructure Support AssociateThe Infrastructure Support Associate provides entry-level computer operations and technology...
$18 per hour
...compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee... ...how we’re UNSTOPPABLE for our employees! Job Overview Mobile Associates (MA) work as a member of a Retail Team of Experts to bring the...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hoursShift work- ...subtracting, multiplying and division Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates Follow all PPE and Safety Guidelines Follow all Food Safety and Cleaning Expectations Follow Guest Experience...Part timeVisa sponsorshipWork visa
- ...Job Description Job Description CAFÉ ASSOCIATE Love Cooking? Love Pizza? Turn Your Passion for Great Food into a Career at Palermo... ...consumers. Our commitment to quality has made Palermo's a leader in private label frozen pizza and contract manufacturing. Perks... ~2...PrivateContract workCurrently hiringImmediate startMonday to FridayShift workNight shift
- ...security company provides consultation on wealth and asset income protection, education... ...services, financial planning trust and private client services, estate planning and business... .... Our customer is looking for a Associate Analyst on a contract basis to help support...Permanent employmentContract workFor contractorsWork experience placementWork at officeRemote work
$103.95k - $127.05k
...what you excel atall from Day One. Job Description The Wealth Management Banker in the affluent segment is responsible for the... ...- Seven or more years of experience in Wealth Management private banking - Series 6-63 or Series 7-63 licenses Preferred...PrivateFull timeTemporary workWork experience placementLocal area- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive... ...May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS...PrivatePrivate practiceWork at office
$128k - $252.5k
...are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support... ...clients through finance integration and separation activities associated with mergers, acquisitions, and divestitures. M&A Finance advises...PrivateLocal area- .... Promotes and drives customer participation in company programs (i.e., customer loyalty program participation, warranty sales, private label credit card enrollment, etc.). Creates a store environment where everyone, both teammates and athletes, are always welcome...Private
- ...communicate to clients, as well as at conferences and industry association events. Experience Typically requires minimum of5yearsin... ...created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company...PrivateFull timeTemporary workFor contractorsRemote work
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