Private Wealth Associate
BCG Attorney Search
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Benefits offered by this job
Job summary
BCG Attorney Search is seeking a Private Wealth Associate in Los Angeles. The ideal candidate will have over 4 years of experience in tax and wealth planning for high-net-worth clients. Responsibilities include advising clients on planning strategies, developing estate planning solutions, and collaborating with legal professionals.
A Juris Doctor (JD) degree and California Bar admission are required. The firm offers comprehensive health insurance, retirement savings plans, and professional development opportunities.
Qualifications
- Minimum of 4 years of experience in tax and wealth planning.
- Proven track record of working with high-net-worth clients.
Responsibilities
- Advise clients on tax and wealth planning strategies.
- Develop and implement estate planning solutions.
- Collaborate with a team to meet client needs.
- Maintain up-to-date knowledge of laws and regulations.
Skills
Education
Job description
A law firm seeks a Private Wealth Associate in Los Angeles. The ideal candidate will have 4 or more years of experience in tax and wealth planning for high-net-worth clients.
- Advise clients on tax and wealth planning strategies.
- Develop and implement estate planning solutions.
- Collaborate with a team of legal professionals to meet client needs.
- Maintain up-to-date knowledge of relevant laws and regulations.
- Minimum of 4 years of experience in tax and wealth planning.
- Proven track record of working with high-net-worth clients.
- Strong analytical and problem‑solving skills.
- Juris Doctor (JD) degree required.
- Bar admission in the state of California.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Detail-oriented with strong organizational skills.
- Comprehensive health insurance.
- Retirement savings plan.
- Professional development opportunities.
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