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

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

Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Private Wealth Associate — Trust & Estate Planning Expert in New York, NY vacancy
  • 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

    JP Morgan Chase

    New York, NY
    4 days ago
  • $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... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    2 days ago
  • $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... 
    Private
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • $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... 
    Private
    Temporary work
    Flexible hours

    Bernstein Private Wealth Management

    New York, NY
    4 days ago
  • 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

    BCG Attorney Search

    New York, NY
    19 hours ago
  • $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... 
    Private
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    New York, NY
    3 days ago
  •  ...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

    JPMorganChase

    New York, NY
    4 days ago
  • 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

    Goldman Sachs

    New York, NY
    3 days ago
  • $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... 
    Private
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    2 days ago
  • $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... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  • $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... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    3 days ago
  •  ...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

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  •  ...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... 
    Private
    Remote work

    Green Key Resources

    New York, NY
    1 day ago
  •  ...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... 
    Private
    Work at office
    Remote work
    Home office

    Tax Staffing Solutions

    New York, NY
    29 days ago
  • $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... 
    Private
    Full time
    Temporary work
    Part time
    Shift work

    Goldman Sachs

    New York, NY
    1 day ago
  • $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... 
    Private
    Full time
    Temporary work
    Work experience placement
    Flexible hours

    Ares Management

    New York, NY
    19 hours ago
  • $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,... 
    Private
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    New York, NY
    2 days ago
  • 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 office
    Remote work

    Jobot

    New York, NY
    3 days ago
  • 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

    Corient Private Wealth LLC.

    New York, NY
    4 days ago
  • 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

    Goldman Sachs, Inc.

    New York, NY
    1 day ago
  • $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 practice
    Weekend work
    Afternoon shift
    Early shift

    Considine Search

    New York, NY
    19 hours ago
  • $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

    Goldman Sachs, Inc.

    New York, NY
    1 day ago
  • $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 practice
    Work at office
    Flexible hours
    3 days per week

    BrainWorks

    New York, NY
    4 days ago
  • $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... 
    Private
    16 hours
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    New York, NY
    4 days ago
  • $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... 
    Private
    Temporary work
    Work at office
    Remote work

    Katten Muchin Rosenman

    New York, NY
    3 days ago
  • $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 time
    Local area

    Percy Towers

    New York, NY
    21 days ago
  • $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... 
    Private
    Work at office
    Remote work

    Talent Search PRO

    New York, NY
    14 days ago
  • $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... 
    Private
    Full time

    Citigroup

    New York, NY
    19 hours ago
  • $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 time
    Private practice
    Work at office
    Remote work

    Direct Counsel

    New York, NY
    more than 2 months ago
  • $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

    Anchin

    New York, NY
    4 days ago

Do you want to receive more vacancies?

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