Private Wealth Associate

Profile

Job Overview
A law firm seeks a highly qualified Private Wealth Associate to join its Private Wealth Department in Dallas, Texas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning within a recognized Trusts & Estates practice.

Duties

• Collaborate with high-net-wealth families and family office structures.
• Engage in trust and estate planning and estate administration.
• Prepare and file estate tax and gift tax returns.
• Handle probate filings and related activities.

Requirements

• 2-4 years of experience in high net-worth estate planning.
• Experience with trust and estate planning and administration preferred.
• Strong interpersonal skills and a client-team focused work ethic.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Bar admission in the state of Texas.

Skills

• Excellent academic credentials.
• Strong interpersonal and communication skills.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306