Private Wealth Services Associate – NY

Greenberg Traurig, LLP; New York (NY); On-site; USD 310,000 - 420,000; Full time

Benefits offered by this job

Health insurance

401K plan

Discretionary bonus

Paid vacation

Employee assistance program

Job summary

Greenberg Traurig, LLP is seeking a mid-level Private Wealth Services Associate for its New York office. The role involves advising high-net-worth clients on estate planning and wealth transfer strategies, collaborating with colleagues across various practices, and maintaining strong client relationships.

Qualified candidates should have 4–7 years of relevant experience and strong skills in estate planning. The position offers a salary range of $310,000 to $420,000, along with additional benefits including health insurance and a 401K plan.

Qualifications

• 4–7 years of experience in trusts and estates / private wealth services.
• Strong background in estate planning and drafting complex documents.
• Exposure to estate and trust administration is preferred.

Responsibilities

• Advise clients on estate and tax planning strategies.
• Structure and implement sophisticated estate plans.
• Counsel clients on wealth preservation and philanthropic planning.

Skills

Estate planning

Wealth transfer strategies

Analytical skills

Client relationship management

Education

Admission to the New York Bar

J.D. from an accredited law school

Job description

## Private Wealth Services Associate – NYApplyremote type: Onsitelocations: New Yorktime type: Full timeposted on: Posted Todayjob requisition id: JR202601217The Private Wealth Services group is seeking a mid-level associate (4–7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.**Key Responsibilities*** Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation-skipping transfer tax matters* Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)* Counsel clients on wealth preservation, business succession planning, and philanthropic planning* Assist with estate and trust administration, including post-mortem tax planning* Work on cross-border and multi-jurisdictional planning matters where applicable* Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions* Participate in client development and maintain strong client relationships**Qualifications*** 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique* Strong background in estate planning and wealth transfer strategies for high-net-worth individuals* Experience drafting complex estate planning documents independently* Exposure to estate and trust administration is preferred* Excellent academic credentials and strong writing/analytical skills* Admission to the New York Bar (or ability to waive in)To apply, submit your resume, cover letter and law school transcript (unofficial transcript is acceptable). *Submissions from search firms will only be accepted through our web portal for third party submissions; for access, contact Dan Stone at* *[e-mail]*The expected pay range for this position is:Salary Range: $310,000 - $420,000Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.