Private Wealth Services Associate (mid To Senior Level) - San Diego
Greenberg Traurig
San Diego, California, USA
Base: $249,000 to $325,000 py; bonus/equity: discr...
Sophisticated estate planning
High-net-worth individuals and families
Designing and drafting complex estate planning documents
Greenberg Traurig is seeking a senior-level associate with a proven track record in sophisticated estate planning for high-net-worth individuals and families
Job Summary
Greenberg Traurig is seeking a senior-level associate with a proven track record in sophisticated estate planning for high-net-worth individuals and families.
The role involves designing and drafting complex estate planning documents, managing trust administrations, and addressing wealth transfer complexities.
The firm offers competitive compensation, an excellent benefits package, and the opportunity to work with a variety of clients across the country.
Matching Summary
Greenberg Traurig is seeking a senior-level associate with a proven track record in sophisticated estate planning for high-net-worth individuals and families.
Salary
Base: $249,000 to $325,000 per year; Bonus/Equity: Discretionary bonus; Benefits: Health insurance, 401K, vacation, sick time, and more
Skills & Requirements
Must-have
Sophisticated estate planning
High-net-worth individuals and families
Designing and drafting complex estate planning documents
Transfer of QSBS stock, business interests, and real estate
Managing complex trust and estate administrations
Multijurisdictional and cross-border estate planning
Nice-to-have
Proactive and detail-oriented
Supervise and mentor junior associates
Collaborative environment
LL.M. in Taxation or Estate Planning
Key Requirements
4–8 years of experience
Senior-level associate
Proven track record
Exceptional mid-level candidates with strong credentials and demonstrated leadership ability