Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Wealth & Estate Planning Associate

$249k - $325k

Joseph 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth & Estate Planning Associate in San Diego, CA vacancy
  •  ...leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments and financial planning to foster strong relationships and drive new client... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Diego, CA
    5 days ago
  • A leading financial institution is seeking a Private Banker in San Diego, California, to manage client relationships and provide tailored...  .... The position involves acquiring new clients and advising on wealth management strategies for a diverse client base. The ideal... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Diego, CA
    3 days ago
  • U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client relationships...  ...a holistic approach to financial planning. This role involves advising clients on...  ...aspects, including investments and estate planning, while collaborating with specialists... 
    Senior
    Private

    U.S. Bank

    San Diego, CA
    2 days ago
  • $236.56k - $414.12k

    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 Corp
    Senior
    Private

    Northern Trust Corp

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Work at office

    Greenberg, Traurig, PA

    San Diego, CA
    5 days ago
  • $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... 
    Senior
    Private
    Full time
    Private practice

    Direct Counsel

    San Diego, CA
    19 days ago
  • $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... 
    Senior
    Full time

    AlphaCore Wealth Advisory

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Temporary work
    Private practice
    Work at office
    Flexible hours

    Greenberg Traurig, LLP

    San Diego, CA
    2 days ago
  • $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.... 
    Private
    Full time
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    AlphaCore Wealth Advisory

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Private
    Summer holiday
    Work at office
    Local area
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    1 day ago
  • 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

    Hightower Advisors, LLC

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Private
    Temporary work

    Brown and Caldwell

    San Diego, CA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Work experience placement

    SOS Entertainment

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Contract work
    For contractors
    Work experience placement
    Work at office
    Local area

    Port of San Diego, CA

    San Diego, CA
    1 hour ago
  • $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... 
    Senior
    Private

    Ernst & Young Oman

    San Diego, CA
    4 days ago
  •  ...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... 
    Senior
    Private
    Work experience placement
    Local area

    Avior Executive Search, Inc

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Private
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    4 days ago
  • $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... 
    Private
    Flexible hours

    AllianceBernstein L.P.

    San Diego, CA
    5 days ago
  • $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...
    Senior
    Full time
    Flexible hours

    Brighton Jones LLC

    San Diego, CA
    3 days ago
  • 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... 
    Senior
    Private

    Metric

    San Diego, CA
    1 day ago
  • 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

    JPMorganChase

    San Diego, CA
    4 days ago
  • $76k - $125.3k

     ...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... 
    Senior
    Private
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    San Diego, CA
    5 days ago
  •  ...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... 
    Senior
    Private
    Remote job

    AA Inclusion

    San Diego, CA
    5 days ago
  • $84k - $110k

    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... 
    Senior
    Private
    Work at office

    BDO Capital Advisors, LLC

    San Diego, CA
    2 days ago
  • $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... 
    Senior
    Private
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Macquarie Global Services

    San Diego, CA
    4 days ago
  • $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... 
    Senior
    Private
    Remote work
    2 days per week

    StepStone Group

    La Jolla, CA
    5 days ago
  • 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

    Corient Private Wealth LLC.

    San Diego, CA
    4 days ago
  • $10 per hour

     ...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... 
    Senior
    Private
    Work experience placement
    Work at office

    Chase

    San Diego, CA
    6 hours ago
  • $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... 
    Private
    Local area

    Jobot

    San Diego, CA
    1 day ago
  • $68.64k - $145k

     ...located in the San Diego area is seeking an experienced Estimator. The role involves developing accurate estimates for both public and private works, leading bids up to $75 million. Candidates should have a background in civil estimating and strong analytical skills. The... 
    Senior
    Private
    For contractors

    H. T. PROF Group

    San Diego, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth & Estate Planning Associate. Be the first to apply!