Creativeone Wealth Reviews Jobs in Usa

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

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Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

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Qualifications

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

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

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Education

• J.D. from an accredited law school.

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Certifications

• Tax LL.M. or CPA preferred.

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Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

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Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

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Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

Partner with all roles on branch team to ensure all clients have a positive in-branch experience

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred

Basic understanding of investment and financial planning strategies preferred

Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Bachelor's/University degree or equivalent experience

Job ID: 410229

Practice area:- Estate & Tax Planning,Trusts and Estates - General

Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.

Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.

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A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.

Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm's Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.

This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.

This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.

________________________________________

Key Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.

• Draft and review estate planning documents including trusts, wills, and related instruments.

• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.

• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.

• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.

• Provide strategic legal and business insights tailored to clients' financial and family goals.

• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.

• Participate in client development initiatives and support the continued growth of the estate planning practice.

________________________________________

Qualifications

• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience advising high-net-worth individuals and families preferred.

• Strong understanding of estate planning structures and family wealth management strategies.

• California Bar required and active license to practice law in California.

• Ability to develop and maintain sophisticated client relationships.

• Strong analytical thinking and legal drafting skills.

________________________________________

Education

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

• LL.M. in Taxation preferred but not required.

________________________________________

Certifications

• Licensed to practice law in California.

________________________________________

Skills

• Strong analytical and legal research capabilities.

• Excellent written and verbal communication skills.

• Experience managing complex client relationships.

• Ability to work both independently and collaboratively.

• Attention to detail in drafting sophisticated estate planning instruments.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.

The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.

Professionals exploring San Francisco legal jobs will appreciate the firm's commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.

________________________________________

Why This Role Is Unique

• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.

• Exposure to sophisticated family wealth and estate planning strategies.

• Collaborative private client practice within a highly respected law firm.

• Strong mentorship and professional development opportunities.

• Clear partner-track position supporting long-term advancement.

• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.

This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.

________________________________________

Benefits

• Health and welfare benefits.

• Vacation and leave time, including parental and sabbatical leave.

• Paid holidays.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients' bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

• 1+ years of fraud servicing or call center experience.
• Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information.
• Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.
• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives.
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions.
• Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
• Communicates effectively and confidently with all clients to make their financial lives better.
• Ability to engage with clients while navigating multiple screens begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Ability to learn and adapt to new information and technology platforms.
• Minimum of an intermediate level of proficiency with computers and current technology.

• Experience in a call center or a financial/banking center.
• Fraud Detection and Prevention.
• Credit Risk.

• Customer and Client Focus.
• Data Collection and Entry.
• Due Diligence.
• Issue Management.
• Oral Communications.
• Active Listening.
• Adaptability.
• Attention to Detail.
• Policies, Procedures & Guidelines.
• Written Communications.
• Business Acumen.
• Collaboration.
• Critical Thinking.

1st shift (United States of America)

40

US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140)Pay and benefits informationPay range$24.04 - $31.25 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

Qualifications

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self-starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast-paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

• 
  
• Investment counselors joining Citi Wealth are distinguished and highly accomplished at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates possess credibility to cultivate trusting relationships with established clients and prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
  
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

• 
  
• 10+ years of related experience.
  
• Expertise in providing investment advice and solutions.
  
• CFA, MBA degree or other advanced degree a plus.
  
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions.
  
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  

• 
  
• Bachelor's/University degree, Master's degree preferred.
  

Primary Location: San Francisco, California, United States.
Full time salary range: $200,000.00 - $300,000.00.

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.

Citi offers a range of benefits and incentives. For additional information regarding benefits, refer to company benefits page.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Job Summary And Responsibilities

Our Impact

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

GS AYCO

Goldman Sachs Ayco (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforceleveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

How You Will Fulfill Your Potential

• Work one-on-one with individual and/or corporate clients providing comprehensive personal financial planning, investment planning and tax services to corporate employees, executives and/or other high-net-worth individuals.
• Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment performance, estate flowcharts, etc.
• Extensive telephone contact and/or face-to-face interaction with clients, and their outside advisors, to obtain information and provide advice.
• Prepare income tax returns for clients.
• Assist in financial planning projects and analysis.
• Obtain a working knowledge of brokerage account opening, funding and other transactions to ensure a smooth client experience.
• Attend client meetings to gain an understanding of the service model and deliverables.

Qualifications

Skills And Experience We're Looking For

• Bachelor's degree required
• FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 preferred; required within 4 months of hire
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Strong organizational and multitasking skills
• Excellent written and verbal communication skills
• Ability to maintain a high level of confidentiality
• Enthusiastic and positive approach to problem-solving and client service
• Proven track record with cross-training, task-sharing and mutually supportive teamwork
• Must be able to be innovative, pro-actively manage time and follow through to complete tasks

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and /careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered \"Yes!\" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on June 1, 2026

What You'll Do

As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.

Qualifications

Required

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available
• 5+ years of public accounting experience (at least 3 years in investment management)
• One of the following accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible:
    • Licensed attorney
    • Enrolled Agent
    • Certifications:
      • Chartered Financial Advisor (CFA)
      • Certified Financial Planner (CFP)
• Bachelor's degree in accounting, finance, or other business-related field
• Experience reviewing partnership and/or trust documents
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• Strong communication, interpersonal, and organizational skills
• Excellent research and writing skills

Preferred

• Advanced degree such as MST, MAcc, JD, or LLM
• Prior Big 4 or large CPA firm experience
• Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at .

Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Requisition code: 315944

Job ID 315944

Growing well-respected law firm located in Chicago, is seeking an experienced Wealth Preservation Attorney to join their expanding team. This is an excellent opportunity for legal professionals who are passionate about helping clients preserve and pass on their wealth, and who value a supportive, mentorship-driven environment.

Key Responsibilities:

• Advise high net-worth clients on wealth preservation strategies, including advanced trust and estate planning, asset protection, and tax minimization.
• Draft and review a variety of estate and wealth transfer documents, including wills, trusts, family limited partnerships, and charitable giving vehicles.
• Assist clients with probate and trust administration, as well as complex tax issues related to wealth transfer.
• Collaborate closely with a team of experienced attorneys and paralegals to deliver customized solutions.
• Develop and maintain strong client relationships through attentive and responsive service.

Qualifications:

• Juris Doctor (JD) degree and active Illinois bar license.
• 4+ years of experience in wealth preservation, estate planning, or related practice areas.
• Strong technical background in estate and tax law.
• Excellent communication and interpersonal skills.
• Commitment to high ethical standards and continuous learning.

Why Join This Firm?

• Supportive, friendly culture that emphasizes mentorship and career development.
• Collaborative work environment where knowledge-sharing is encouraged.
• Opportunities for professional growth through challenging assignments and access to experienced colleagues.

Interested candidates please forward resume directly to and for immediate consideration.

Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the LA metro area. Specifically, you will provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.

This remote position will be based out of the LA Metro Area.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

• Build relationships and increase the assets of assigned Wealth Management clients. This will involve a proactive call rotation, site visits, being consultative, providing value-added services and presenting to groups and individuals. Work closely with an Internal Wholesaler to implement your territory plan. Apply fund analysis software systems to strategically demonstrate our offerings in the client product
• Develop and implement marketing plans for assigned clients. Collaborate with marketing and communications program managers on both the development and implementation of these plans
• Assist in timely dissemination of sales information. Identify and build current lists of key influencers and producers. Maintain history of sales activity and call data. Analyze sales data to provide reports, access profitability, identify trends and make recommendations
• Participate in various regional and national conferences
• Maintain current knowledge of American Century's investment management, industry events and recent developments involving our clients

What You Bring to the Team (Required)

• Five+ years of sales experience, ideally in financial services
• Series 7, 63
• Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience
• Proven interpersonal skills, investment analysis, written and verbal communication skills required
• Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven

Additional Assets (Preferred)

• Ten years of financial industry experience, ideally within asset management
• Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

For California based candidates, the base salary range for this role is $100,000. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to . All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases

American Century Proprietary Holdings, Inc. All rights reserved.