PRIVATE WEALTH PLANNING ASSOCIATE (0499)Description
Our client, a top-tier law firm, is seeking a midlevel to senior associate with a minimum of 4 years of experience in high-net-worth wealth planning to join their team in San Francisco.
The ideal candidate will possess excellent communication skills, impressive academic credentials, and a proven track record in managing projects and client contacts.
A strong understanding of estate and gift tax strategies and laws is essential. Preference will be given to candidates with law firm or accounting firm experience in estate planning, and those currently enrolled in or have completed a related LL.
M. program. Candidates must hold a Juris Doctorate degree from an accredited law school and be admitted to and in good standing with the California bar.
Our client is an Equal Opportunity / Affirmative Action employer, welcoming applicants of all backgrounds. Interested candidates are encouraged to apply below or confidentially reach out at [email protected] .
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Job #0499
KHAWAJA PARTNERS will be in contact confidentially in 24-48 hrs.
J-18808-Ljbffr
Private Wealth Planning Associate (0499)
PRIVATE WEALTH PLANNING ASSOCIATE (0499)Description. Our client, a top-tier law firm, is seeking a midlevel to senior associate with a minimum of 4 years of experience in high-net-worth wealth planning to join their team in San Francisco. Preference will be given to candidates with law firm or accou...
Private Wealth Associate (2229)
Our client, a prominent law firm with locations in Chicago, DC, San Francisco, Silicon Valley, and Los Angeles, is dedicated to fostering diversity and inclusion within the workplace.They are committed to equal opportunity employment, considering applicants without regard to race, color, religion, s...
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. As a Private Client Investment Associate in J. Job responsibilities * Support Advisors book of business including but not limited...
Private Wealth Client Associate
Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Wealth Management is a leading provider of com...
Private Wealth Management Registered Client Service Associate
Private Wealth Management Registered Client Service Associate. Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning ...
Associate, Private Wealth Client Services
Cresset is seeking an Associate , Private Wealth Client Services with 1-2+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent...
Associate, Private Wealth Client Services (MDM)
Cresset is seeking an Associate, Private Wealth Client Services, with experience serving high-net-worth and ultra-high-net-worth families. As a key member of our wealth advisory team, we are looking for an Associate who will deliver a superior, white-glove experience for all client investment accoun...
Financial Analyst (7710U) - 72176
The Financial Analyst provides financial administration and senior-level analysis for the departmental finance unit, including operational, discretionary, gift funds and program grants for MCB, IB, and BDS, as well as other academic and administrative units that are within the scope of work for BDS....
Sr. Financial Analyst
The Senior Financial Analyst will help produce insights and recommendations for Corporate FP&A leadership, support the coordination of global forecast and budget cycles, and analyze performance against these plans. This role is within the Corporate FP&A Revenue Team and supports the reporting, plann...
Financial Analyst (Project up to 24 months)
The Financial Analyst will be responsible to helping grow the financial performance of assigned departments through thorough analysis of financial results, forecasts, variances and trends, developing financial models to support valuation, planning and forecasting and making recommendations to be pre...