Senior Private Wealth & Estate Planning Associate
$249k - $325kJoseph Agostino
Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range is $249,000 to $325,000 per year. The position offers comprehensive benefits including health insurance and a 401(k). GT values an inclusive workplace and encourages applications from various backgrounds. #J-18808-Ljbffr Greenberg Traurig, LLP
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A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships... ..., along with a comprehensive benefits package including health insurance and retirement plans. #J-18808-Ljbffr Northern Trust CorpSeniorPrivate$249k - $325k
Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong...SeniorPrivateFull timeWork at office$249k - $325k
...Job Description Job Description Private Wealth Services Associate San Diego, CA | Hybrid Full-... ...global law firm is seeking a Mid to Senior-Level Associate to join its... ...individuals and families on sophisticated estate planning, wealth transfer, and trust...SeniorPrivateFull timePrivate practice$90k - $110k
AlphaCore Wealth Advisory in San Diego, CA is seeking a Wealth Planner to manage financial plans for high-net-worth clients. This full-time role involves creating financial strategies, working with tax and legal advisors, and constructing investment portfolios. Ideal candidates...SeniorFull time$249k - $325k
...employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our San Diego... ...Job Requirements We are seeking a senior‑level associate (4-8 years of... ...track record in sophisticated estate planning for high‑net‑worth individuals and...SeniorPrivateFull timeTemporary workPrivate practiceWork at officeFlexible hours$90k - $110k
...is a fast-growing, innovative wealth advisory firm. We build customized... ...to stocks, bonds and real estate are necessary to form a well-diversified... ...and maintaining financial plans for our Wealth Advisor team.... ...subscription documents and private placement memorandums....PrivateFull timeWork at officeRelocationMonday to FridayFlexible hours$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- A leading wealth management firm in San Diego seeks a Private Wealth Associate to deliver high-level service to clients. The role requires 3+ years in financial services, client interaction skills, and a BA/BS degree preferred. Responsibilities include managing client...Private
$129k - $177k
Description Job Summary The Senior Planner, Climate Adaptation and Resilience role... ...implementation of strategies and implementation plans for our clients' water-related businesses... ...solutions for municipalities, private industry, and government agencies. We strive...SeniorPrivateTemporary work$95k - $115k
...focus on School, Corporate, Community & Private events ~15 Years of consecutive growth... ...Roles and Responsibilities Coordinate, plan and execute a variety of school events for... ...business development reports in order for senior management to monitor achievement of...SeniorPrivateFull timeWork experience placement$91.06k - $135.54k
...We are seeking a self-motivated Senior Planner to join the Planning Department, to help advance long-range... ...comprehensive and long-range plans and associated policies and programs; plans,... ...with upset staff and/or public and private representatives in interpreting and...SeniorPrivateFull timeContract workFor contractorsWork experience placementWork at officeLocal area$81.7k - $135k
A global professional services firm seeks a Senior in Property Tax to advise on indirect tax regulatory changes and support compliance for public and private entities. The ideal candidate will have a Bachelor's degree and at least 3 years of property tax consulting experience...SeniorPrivate- ...Senior Relationship Manager Nationwide opportunities... ...with the internal planning and investment team to... ...as stewards of family wealth. Candidate Profile... ...finance, legal/trust, real estate, philanthropy, fundraising... ...sales, entrepreneurship, or private wealth management...SeniorPrivateWork experience placementLocal area
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client... ...individual tax returns, income tax planning for high‑net‑worth individuals and... ...income tax A thorough understanding of estate and wealth planning Experience researching tax...SeniorPrivateHourly paySeasonal workRemote workFlexible hours$72k - $77k
## Private Wealth AssociateApplylocations: San Diego, Californiatime... ...Private Wealth Associates are client service... ...and wealth and legacy planning for high-net-worth individuals... ...and network with senior professionals... ...training on trusts & estates, wealth planning, investment...PrivateFlexible hours$150k - $350k
Brighton Jones LLC is expanding to San Diego and seeking Lead Advisors with a CFP® designation to help clients achieve their financial goals. Responsibilities include acting as a Personal CFO, leading client relationships, and communicating our value to prospective clients...SeniorFull timeFlexible hours- At Metric, we don’t play small. We’re a private equity-backed executive and specialist search... ..., and building deep relationships with senior decision-makers across the Construction,... ...bigger stage, own your success, and build wealth doing what you love, then Metric is where...SeniorPrivate
- JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and...Private
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...most technically demanding tax planning and compliance projects... ...in handling hedge fund and Private equity K-1s Researching tax... ...A thorough understanding of estate and wealth planning Experience with federal... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours- ...Tax Manager/Senior Manager - Fiduciary, Estate & Gift Tax (Remote Eligible) San Diego... ...estate and business succession planning. Technical research on... ...Working with the firm Wealth Transition Services team on... ...flow-through entities and private foundations. You are a...SeniorPrivateRemote job
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The Tax Senior, Core Tax Services is responsible for... ...participating in tax planning, recognizing and communicating... ...of Core Tax Services Associates. Job Duties Tax... ...or public accounting, private industry accounting or... ...chance to grow their wealth over time as their...SeniorPrivateWork at office$325k - $400k
...toggle section visibility As a Senior Vice President, you will lead... ...Advisors, family offices, wealth institutions and other Qualified... ...or growth investing, or private banking experience. You must also... ...disability, and other insurance plans; 401(k) and short/long term disability...SeniorPrivateTemporary workWork at officeRemote workWork from homeFlexible hours$124.55k
...Senior Associate - Treasury & Fund Operations StepStone Group LP (StepStone... ...LP (StepStone) is a global private markets specialist... ...private credit and private wealth industry. Coordinate bank... ...funding projections into cash planning. Record and reconcile investment...SeniorPrivateRemote work2 days per week- Corient Private Wealth LLC. in San Diego is seeking a Client Service Specialist II to manage the onboarding of new clients and provide exceptional service. The ideal candidate has a BA/BS degree, at least two years of experience in financial services, and strong communication...Private
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...Business Relationship Manager Senior (BRM) Deepening banker in... ...and partner with Branch, Wealth Management and Private Bank to identify and deliver... ...Balance needs of clients with associated risks and interests of the... ..., a retirement savings plan, backup childcare, tuition...SeniorPrivateWork experience placementWork at office$200k - $400k
Overview Corporate Real Estate Associate Attorney — Am Law firm. The group represents private equity funds, institutional investors, developers, REITs, financial institutions, and real estate operating companies on complex commercial real estate matters across major markets...PrivateLocal area$68.64k - $145k
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