Private Wealth Attorney
2 days ago
The Private Wealth Attorney position is part of an international wealth planning practice, focusing on advising high net worth individuals, family businesses, and family offices.
Key Responsibilities- Address complex taxation issues
- Provide guidance on fiduciary structures, governance, and succession matters
- Draft wills and trusts
- Manage wealth transfer
- Develop and implement tax and succession planning strategies
- JD degree required
- LLM in tax advantageous
- Minimum of two years of law firm experience
- Knowledge of U.S. estate and gift tax, grantor trust rules, and international wealth planning
- Familiarity with income and transfer tax rules for non-U.S. residents and U.S. residents with foreign assets
- Experience with pre-immigration and expatriation planning a plus
- Strong project management skills, attention to detail, and ability to handle multiple priorities
- Proficiency in Excel and PowerPoint desirable
- Spanish language skills a plus
Salary range: $175,000 to $220,000, based on experience
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Private Wealth Attorney
1 week ago
New York, New York, United States C&M Legal Search, LLC Full timePrivate Wealth Attorney RoleThe Private Wealth Attorney position is part of an international wealth planning practice, focusing on advising high net worth individuals, family businesses, and family offices on complex taxation issues, fiduciary structures, governance, and succession matters.Key ResponsibilitiesAddressing complex taxation issues, including...
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Wealth Strategist
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Wealth Strategist
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New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
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Wealth Planning Intern: New York, NY
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New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth Planning Intern at Corient Private Wealth LLCAre you a motivated and ambitious individual looking to launch your career in wealth planning? Do you have a passion for helping high-net-worth individuals and families achieve their financial goals? Look no further than Corient Private Wealth LLC, a leading wealth management firm...
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Wealth Planning Intern: New York, NY
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International Wealth Planning Attorney
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New York, New York, United States Jobot Full timeGlobal Law Firm Seeks International Wealth Planning Associate Attorney with Exceptional Benefits and CultureSalary: $175,000 - $220,000 per yearAbout the Firm:Our client is a prestigious international law firm with a legacy of over 120 years. With a global presence, the firm is dedicated to assisting individuals and organizations in achieving their goals,...
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International Wealth Planning Attorney
2 months ago
New York, New York, United States Jobot Full timeGlobal Law Firm Seeks Experienced International Wealth Planning Attorney with Competitive Benefits and Positive Work EnvironmentThis position is hosted by Jobot.Salary: $175,000 - $220,000 per yearAbout the Firm:Our client is a prestigious international law firm with a legacy of over 120 years. With a presence in multiple countries, the firm is dedicated to...
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International Wealth Planning Attorney
3 weeks ago
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Private Wealth Senior Manager
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Private Wealth Manager
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New York, New York, United States Capital Group Full timeUnlock Your Potential as a Private Wealth Advisor at Capital GroupCapital Group is seeking a skilled and experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key...
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Private Wealth Manager
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New York, New York, United States Capital Group Full timeCapital Group Private Client ServicesWe are seeking a skilled Private Wealth Advisor to join our team of wealth management professionals. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...
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International Wealth Planning Attorney
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New York, New York, United States Ascension Global Staffing & Executive Search Full timeJob OpportunityAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm, is proud to present a unique opportunity for a Trust and Estates attorney to join their New York office.The international wealth planning practice group at our client firm acts for individuals and families, advising on a variety of tax and...
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International Wealth Planning Attorney
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New York, New York, United States Ascension Global Staffing & Executive Search Full timeJob OpportunityAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm, is proud to present a unique opportunity for a Trust and Estates attorney to join their New York office.The international wealth planning practice group at our client firm acts for individuals and families, advising on a variety of tax and...
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Private Wealth Service Specialist
2 weeks ago
New York, New York, United States Citizens Full timeJob SummaryThe Private Wealth Service and Support Specialist is a key role within our organization, responsible for delivering exceptional client service and support to our Private Wealth clients and colleagues.Key ResponsibilitiesProvide white-glove, end-to-end processing and servicing to Private Wealth clients and colleagues.Exercise reasonable diligence...
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Private Wealth Relationship Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Wealth Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with...
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Associate General Counsel – Private Wealth
2 days ago
New York, New York, United States The Artemis Group Ltd. Full timeJob Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...
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Private Wealth Service Specialist
4 weeks ago
New York, New York, United States Citizens Full timeJob SummaryThe Private Wealth Service and Support Specialist is a key role within our organization, responsible for providing exceptional service to our Private Wealth clients and colleagues. This position requires a high level of proficiency, integrity, and attention to detail, with a focus on delivering high-quality results in a fast-paced environment.Key...
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Private Wealth Service Specialist
4 weeks ago
New York, New York, United States Citizens Full time{"title": "Private Wealth Service Specialist", "description": "Job SummaryWe are seeking a highly skilled Private Wealth Service Specialist to join our team at Citizens. As a key member of our Private Wealth group, you will be responsible for providing exceptional service to our clients and colleagues, ensuring timely and accurate processing of daily...
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Private Wealth Management Advisor
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New York, New York, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Private Wealth Advisor, you'll play a key role in enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A...
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Private Wealth Relationship Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions...