Private Wealth Associate

Verital Advisory Search; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Job summary

Verital Advisory Search partners with a nationally recognized law firm to recruit a Private Wealth Associate for its Chicago office. The role focuses on sophisticated estate and tax planning for high-net-worth individuals, multigenerational families, and family offices.

You will work on complex wealth transfer strategies, interact with clients, and benefit from a Chambers-ranked private wealth practice within a national platform.

Qualifications

• 3–6 years of trusts and estates or private wealth experience.
• JD and active Illinois Bar admission in good standing.
• Strong academic credentials and communication skills.

Responsibilities

• Advise high-net-worth individuals on estate and tax planning.
• Draft complex estate planning documents, including trusts.
• Collaborate with clients, family offices, and advisors.
• Assist with dynasty trusts, GST planning, and charitable giving.

Skills

Trusts & Estates

Private Wealth

Client communication

Education

J.D. degree

Job description

We are partnering with a nationally recognized law firm seeking a Private Wealth Associate to join its highly regarded Chicago practice.

This is an excellent opportunity to join a Chambers-ranked Private Wealth team, working alongside leading attorneys on sophisticated estate and tax planning matters for high-net-worth individuals, multigenerational families, and family offices.

The role offers exposure to complex wealth transfer strategies, meaningful client interaction, and the resources of a national platform with a well-established private wealth practice.

What You'll Be Doing

• Advise high-net-worth individuals and families on sophisticated estate, gift, and generation-skipping transfer (GST) tax planning.
• Draft complex estate planning documents, including trusts and advanced wealth transfer structures.
• Work on dynasty trusts, IDGTs, valuation discount planning, and charitable giving strategies.
• Handle trust administration, modifications, decantings, and estate tax matters.
• Collaborate directly with clients, family offices, and outside advisors.

What We're Looking For

• 3-6 years of trusts and estates or private wealth experience.
• Strong understanding of sophisticated estate and tax planning strategies.
• Experience advising high-net-worth clients.
• JD and active Illinois Bar admission in good standing.
• Strong academic credentials and communication skills.

Why This Opportunity?

• Chambers-ranked practice with a strong national reputation.
• Sophisticated clientele and exposure to complex, high-value estate planning matters.
• National platform with opportunities to collaborate with leading private wealth attorneys.