Private Wealth Associate

BCG Attorney Search

New York (NY)

On-site

USD 150,000 - 230,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health and wellness
Opportunities for professional develop
Supportive and inclusive work culture

Job summary

BCG Attorney Search in New York is seeking a Private Wealth Associate with 2–6 years of experience in high-end trust and estate planning to join our distinguished team.

The ideal candidate holds a JD from an accredited law school, is admitted to the New York State Bar, and demonstrates excellent analytical and communication skills as they advise clients, draft documents, and collaborate on complex wealth-management strategies.

Qualifications

  • Two to six years of relevant legal experience.
  • Strong understanding of trust and estate planning.
  • Excellent analytical and communication skills.

Responsibilities

  • Advise clients on complex trust and estate planning matters.
  • Draft and review legal documents related to wealth management.
  • Collaborate with team members to develop client strategies.
  • Conduct legal research to support client needs.

Skills

Legal research and writing
Client relationship management
Attention to detail

Education

Juris Doctor (JD)
Admission to the New York State Bar

Job description

Job Overview

A law firm seeks a Private Wealth Associate in New York with two to six years of experience in high-end trust and estate planning. The successful candidate will join a dynamic team dedicated to providing exceptional legal services to a diverse clientele.

Duties
  • Advise clients on complex trust and estate planning matters.
  • Draft and review legal documents related to wealth management.
  • Collaborate with team members to develop client strategies.
  • Conduct legal research to support client needs.
Requirements
  • Two to six years of relevant legal experience.
  • Strong understanding of trust and estate planning.
  • Excellent analytical and communication skills.
Education
  • Juris Doctor (JD) degree from an accredited law school.
Certifications
  • Admission to the New York State Bar.
Skills
  • Proficiency in legal research and writing.
  • Ability to manage multiple projects effectively.
  • Strong client relationship management skills.
Benefits
  • Comprehensive health and wellness programs.
  • Opportunities for professional development.
  • Supportive and inclusive work environment.
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