Private Wealth Associate — Trust & Estate Planning Expert

BCG Attorney Search; New York (NY); On-site; USD 150,000 - 230,000; Full time

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

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.