Senior Associate - Estate Planning & Private Wealth

Job Description

Job Description

Partnership Track | Chicago Ultra-high-net-worth estate planning role with nationally recognized team

This Jobot Job is hosted by : Dana Paulo

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $200,000 - $350,000 per year

A bit about us :

Ultra-high-net-worth estate planning role with nationally recognized team. Handle complex wealth transfers for $50M+ families, family offices, and entrepreneurs. Direct client responsibility from day one.

The work : Multi-generational planning, sophisticated trust structures, business succession, philanthropy. Real impact on client wealth preservation across generations.

The trajectory : Clear path to partnership. Mentorship from top practitioners. Business development opportunities.

Why join us?

As a Senior Associate specializing in sophisticated estate planning and wealth management strategies, you'll work alongside nationally recognized practitioners serving ultra-high-net-worth families, family offices, and institutional clients across the Midwest region. Our team is renowned for delivering innovative, tax-efficient solutions while maintaining the highest standards of client service and professional excellence. You'll collaborate with a diverse group of professionals who are passionate about protecting and growing client wealth across generations.

Job Details

Key Responsibilities

Client Advisory & Relationship Management

Develop and maintain relationships with high-net-worth individuals, family offices, and their professional advisors

Lead client meetings and presentations on complex planning opportunities

Coordinate with tax, investment, and insurance professionals to deliver integrated solutions

Technical Excellence

Draft sophisticated estate planning documents including wills, trusts, and business agreements

Analyze complex tax regulations and their impact on client planning

Structure and implement advanced wealth transfer techniques

Manage estate and trust administration matters

Business Development

Support practice growth through thought leadership and client relationship development

Participate in industry conferences and professional organizations

Contribute to firm publications and marketing initiatives

Required Qualifications

Juris Doctor from a top-tier law school with superior academic performance

Active Illinois bar membership (or ability to obtain admission by motion)

LL.M. in Taxation strongly preferred

Experience & Expertise

6-8 years of sophisticated estate planning experience at a premier law firm or trust company

Demonstrated expertise in federal gift, estate, and generation-skipping transfer tax regimes

Proven track record working with ultra-high-net-worth clientele ($50M+ net worth)

Experience with family office structures and governance

Skills & Attributes

Exceptional analytical and problem-solving capabilities

Outstanding written and verbal communication skills

Ability to explain complex concepts clearly to non-legal audiences

Strong project management skills with attention to detail

Collaborative approach with ability to work across practice groups

What We Offer

Competitive Compensation Package

Base salary commensurate with experience

Performance-based annual bonus

Comprehensive benefits including health, dental, vision, and retirement plans

Professional development stipend and CLE support

Professional Growth Opportunities

Mentorship from nationally recognized practitioners

Leadership opportunities within the practice group

Path to partnership for exceptional performers

Access to cutting-edge legal technology and resources

Work-Life Integration

Flexible work arrangements including hybrid remote options

Generous paid time off and sabbatical opportunities

Wellness programs and mental health support

Family-friendly policies including parental leave

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.