Private Wealth Associate: Elite Estate & Tax Planning

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

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.