Job opening · Ref VPO-0868
Private Wealth Associate, Multiple US Locations · Leading National Law Firm
A leading national firm seeks a Private Wealth Associate with 4–8 years of experience to join its Financial Services group. The role centers on sophisticated estate planning, trust administration, and tax matters for high-net-worth clients. You will work with attorneys across multiple offices nationwide, handling complex family structures, charitable planning strategies, and wealth transfer arrangements.
The work:
- Draft estate plans and trust documents for high-net-worth individuals
- Manage trust and estate administration matters
- Provide estate and gift tax planning and compliance advice
- Structure charitable giving strategies and philanthropic planning
- Counsel clients on wealth transfer and family succession planning
What they're looking for:
- 4–8 years of law firm experience in estate planning and trust administration
- Excellent academic credentials
- Expertise in estate and gift tax planning
- Strong client relationship management skills
- Active bar license or commitment to obtaining one in relevant jurisdiction
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