Private Wealth Associate — Trust & Estate Planning Expert
BCG Attorney Search
BCG Attorney Search in New York is seeking a Private Wealth Associate with 2–6 years of experience in high-end trust and estate planning to join our distinguished team. The ideal candidate holds a JD from an accredited law school, is admitted to the New York State Bar, and demonstrates excellent analytical and communication skills as they advise clients, draft documents, and collaborate on complex wealth-management strategies. #J-18808-Ljbffr BCG Attorney Search
- The J.P. Morgan Private Bank offers individuals and families personalized... ..., capital markets, trusts & estates, and banking capabilities. For... ...for our succession planning, advice and trust services.... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...Private
$85k - $160k
...with a passion for estate settlement... ...the box? Our Estate Associates support all aspects... ...business.OUR IMPACT Wealth ManagementAcross Wealth... ...provide financial planning, investment... ...data, and design. Private Wealth Management... ...The Goldman Sachs Trust Company (GSTC)An essential...PrivateFull timeTemporary workPart timeWork at office$75k - $125k
...SUMMARYWealth Management Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...in this role build trusted relationships. Leading... ...proposal tools and financial planning. DUTIES and... ...ability to prioritize • Expert knowledge of basic personal...PrivateTemporary workWork experience placementLocal area$80k - $86k
Position Overview Bernstein Private Wealth Management is a premier... .... Bernstein Private Wealth Associates are client service professionals... ..., and wealth and legacy planning for high-net-worth individuals... ...Advanced training on trusts & estates, wealth planning, investment...PrivateTemporary workFlexible hours- Job Overview A law firm seeks a Private Wealth Associate in New York with two to six years of experience in high-end trust and estate planning. The successful candidate will join a dynamic team dedicated to providing exceptional legal services to a diverse clientele. Duties...Private
$75k - $125k
POSITION SUMMARY Wealth Management Associates provide exceptional service... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...in this role build trusted relationships. Leading... ...tools and financial planning. DUTIES and... ...ability to prioritize Expert knowledge of basic personal...PrivateTemporary workWork experience placementLocal area- ...institutional marketing is planned, produced, and measured... ...work smarter. As an Associate on the North America... ...build credibility and trust with sales partners and... ...Team J.P. Morgan Asset & Wealth Management delivers industry... ...management and private banking solutions. Asset...Private
- Private Wealth Management (PWM) Goldman Sachs Private Wealth... ...wealth management plans for ultra high net worth... ...which may include tax and estate planning,... ...relationships by acting as a trusted advisor who delivers holistic... ...subject matter experts to develop bespoke, tailored...Private
$150k - $160k
...securities, investment, and wealth management services.... ...across public and private markets and custom... ...Inc. is seeking an Associate, Private Real Estate Fund Marketing... ...Services team. Support the planning, preparation and... ...real estate investment trusts and funds from...PrivateTemporary workWorldwide$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth... ...comprehensive wealth management plans for ultra high net... ...may include tax and estate planning,... ...relationships by acting as a trusted advisor who delivers holistic... ...subject matter experts to develop bespoke, tailored...PrivateFull timeTemporary workPart time$80k - $160k
...and the desire to be a trusted advisor to ultra-high net... ...side. OUR IMPACT Wealth ManagementAcross Wealth... ...businesses provide financial planning, investment management,... ..., data and design.Private Wealth Management (PWM)... ...which may include tax and estate planning, philanthropic...PrivateFull timeTemporary workPart timeWork at office- ...located at 270 Park Ave, New York, NY, seeks a Private Banker Associate for the U.S. Private Bank. You will assist... ...books, leveraging investments, banking, trust services and financial planning to deliver comprehensive wealth solutions. The role emphasizes collaboration...Private
- ...ServicesSelling Points Drive impactful wealth strategies for high-net-... ...with industry experts to deliver innovative... ...preservation, and legacy planning.Provide expert guidance on estate planning, tax optimization... ...5 years of experience in private wealth management or similar...PrivateRemote work
- ...Description As part of the Fiduciary team, the Trust & Estate Manager will be responsible for... ...for estates and trusts. Research & Planning and tax projections and other duties are... ...this exciting role. Further duties: (Private Client Services Group) • Manages internal...PrivateWork at officeRemote workHome office
$85k - $160k
...IMPACTAre you an exceptional Associate ready to tackle the most critical... ...team dedicated to driving Wealth's future success and... ...growth, profitability, multi-year planning, and competitive dynamics. This... ..., Regional Management Teams, Private Wealth Advisors, and many other...PrivateFull timeTemporary workPart timeShift work$120k - $140k
...exciting and growing industry.About Ares Wealth Management SolutionsAres Management is... ...platform of industry leading credit, private equity, real estate and infrastructure strategies. Through... ...marketing strategy into operational plans, lead major projects, and drive continuous...PrivateFull timeTemporary workWork experience placementFlexible hours$117.24k - $187.58k
...stronger community of associates united by our mission.... ...succeed as an Associate Wealth Planner II at Capital... ...you will support our Private Wealth Advisors (PWAs)... ...and guidance on wealth planning topics relevant to the... ..., tax, retirement and estate planning principles,...PrivateFull timeTemporary workLocal areaFlexible hours- Jobot is seeking a Trusts & Estates Associate for a sophisticated planning practice in New York, NY. Hybrid flexibility combines... ...will join a nationally recognized private client team. You will advise on estate planning documents, wealth transfer strategies, and high-net-...Work at officeRemote work
- Corient Private Wealth LLC is seeking a Tax Associate to join the Tax Practice serving high-net-worth individuals and families. You... ...will prepare tax returns for individuals, trusts, estates, and businesses, and support planning and compliance efforts. The role requires...Private
- Goldman Sachs, Inc. in New York, NY seeks an Associate, Sales to create comprehensive wealth management plans for high-net-worth individuals, families, and... ...full investment platform, including tax and estate planning, private banking, and #J-18808-Ljbffr Goldman Sachs,...Private
$100k - $130k
...York, NY Summary The Firm’s private clients practice helps clients... ...protect and administer family wealth, and plan for the transmission of... ...integrated into confidential estate plans that reflect clients’ family... ...clients lawyers in all aspects of trust and estate administration....Private practiceWeekend workAfternoon shiftEarly shift$95k - $160k
Job Description Job Duties: Associate, Sales with Goldman Sachs & Co.... ...New York. Create comprehensive wealth management plans for high-net-worth individuals... ...offerings, including tax and estate planning, philanthropic planning, and private banking and lending services....Private$310k - $420k
...NYC-based law firm seeking a Midlevel or Senior Associate to join its Private Client Services (Trusts & Estates) practice. This is an exceptional opportunity... ...individuals, families, and family entities on complex wealth planning and tax matters. The ideal candidate will come...Private practiceWork at officeFlexible hours3 days per week$70k - $150k
...to apply for the Wealth Planner role at Corient... ...to financial planning, investments, insurance... .../risk management, estate planning, tax... ...development. Become an expert with financial... ...Allocation Team, Associate - New York Manhattan... ...Management, Private, Structured Investing...Private16 hoursPermanent employmentTemporary workWork at officeFlexible hours$110k - $130k
...intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private... ...organizations and individuals.Trust and Estates AdministratorThe Trust & Estates...PrivateTemporary workWork at officeRemote work$160k - $285k
...Description Job Description Estates & Tax Planning Associate Attorney § Practice... ...: Estate & Tax Planning / Trusts Administration / Probate... ...clientele, managing sophisticated wealth preservation, asset... ...manage sophisticated private client matters. ⨖ Juris...Full timeLocal area$400k
...role Position Summary Rimon is seeking a Trusts & Estates Partner to join and further expand its private wealth and family office practice. This role is intended... ...holistic legal counsel to clients whose wealth planning needs are complex, multi-jurisdictional, and...PrivateWork at officeRemote work$211.28k - $316.92k
...80.00 - $316,920.00Category: Private Client Product Services, Professional... ...: CitiCiti Global Wealth brings together the full power... ...the credibility to cultivate trusting relationships with established... ...alternative investments with wealth planning and private banking services...PrivateFull time$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate... ...individuals and families on complex estate planning and administration matters.... ...experience with domestic estate planning, wealth transfer strategies, estate and gift...Part timePrivate practiceWork at officeRemote work$200k
Title Trust and Estates Tax Partner, Private Client Group Department Private Client Group... ...Florida presence that provides expert financial advisory to... ...management services from tax planning and audits to the most... ...counsel on estate planning, wealth transfer strategies, and fiduciary...Full time
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