Private Wealth Services Associate

BCG Attorney Search; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunities

Professional development

Mentorship

Pro bono credit

Job summary

BCG Attorney Search in Richmond seeks a Private Wealth Services Associate to join its esteemed team working for high-net-worth individuals, families, and charitable organizations. You will advise on estate planning, trust administration, and business succession, collaborate with seasoned practitioners on complex tax and fiduciary matters, and engage directly with clients to craft strategic solutions.

Candidates must have 1–4 years of estate planning experience, strong academics, and active

Qualifications

• 1-4 years of law firm experience in estate planning, trust and estate administration, and tax matters.
• Excellent academic credentials and solid law firm work experience.
• Strong written and verbal communication skills.
• Ability to manage multiple matters independently and collaboratively.
• Membership in the Virginia State Bar is required.

Responsibilities

• Advise clients on estate planning, trust and estate administration, and business succession planning.
• Engage in fiduciary matters and represent public charities, private foundations, and charitable trusts.
• Collaborate with experienced practitioners on complex tax and business planning issues.
• Participate in direct client interactions and provide strategic legal solutions.

Skills

Estate planning

Trust and estate administration

Tax matters

Client engagement

Communication

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a Private Wealth Services Associate in Richmond to join its esteemed team. This role offers the chance to work on sophisticated matters for high-net-worth individuals, families, and charitable organizations.

Duties

Advise clients on estate planning, trust and estate administration, and business succession planning.

Engage in fiduciary matters and represent public charities, private foundations, and charitable trusts.

Collaborate with experienced practitioners on complex tax and business planning issues.

Participate in direct client interactions and provide strategic legal solutions.

Requirements

1-4 years of law firm experience in estate planning, trust and estate administration, and tax matters.

Excellent academic credentials and solid law firm work experience.

Strong written and verbal communication skills.

Ability to manage multiple matters independently and collaboratively.

Membership in the Virginia State Bar is required.

Education

Juris Doctor (JD) degree from an accredited law school.

Certifications

Active membership in the Virginia State Bar.

Skills

Proficiency in legal research and document drafting.

Strong analytical and strategic thinking abilities.

Excellent client engagement and relationship-building skills.

Benefits

Competitive salary with merit bonus opportunities.

Billable hours credit for pro bono work.

Professional development and mentorship from experienced practitioners.

Collegial work environment that values excellence and client service.