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Attorney- Trusts and Estates
🏢 LHH
Salary not disclosed

Trusts & Estates Attorney

Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.

Here are just a few of our current opportunities:

Current Opportunities Include:

Chester County, PA – Trusts & Estates Planning Associate

  • Experience: 5+ years of Trusts & Estates planning
  • Advise clients on estate planning, asset protection, and wealth transfer strategies
  • Handle trust and estate administration matters
  • Medicaid and Medicare planning experience a plus

Bucks County, PA – Trusts, Estates & Tax Attorney

This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:

  • Estate planning and wealth preservation strategies
  • Federal Estate, Gift, and tax planning
  • Business succession planning, including transactional tax issues
  • General estate planning and administration
  • 4+ years of relevant experience
  • LL.M. in Tax preferred

Why Consider These Opportunities?

Competitive Salaries & Lucrative Bonuses

Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)

Work with High-Net-Worth Clients

Law Firms with Excellent Reputations

Opportunities for Career Advancement & Growth

How to Apply:

If you're interested in this position, please apply to this posting or forward your resume to

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Not Specified
Attorney
Salary not disclosed
Rochester, New York 4 days ago

Our client, a well-established and highly respected regional law firm, is looking to add a Trusts & Estates Attorney to their team in Rochester NY, Buffalo NY or New York City. The ideal candidate will have six to nine years of experience in sophisticated estate planning and trust matters. Cross-border estate planning experience is a plus.

Job responsibilities include:

  • Advise clients on all aspects of estate planning and estate and trust administration.
  • Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments and collaborate with other practice areas to deliver comprehensive solutions for clients.
  • Develop and implement multi-generational wealth preservation strategies.
  • Maintain strong client relationships, providing excellent service and communication.

Candidates must have the following experience/credentials:

  • Six to nine years of estate planning and trust legal experience.
  • Juris Doctor (J.D.) from an accredited law school.
  • Proven track record of working with high-net-worth clients.
  • Ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
  • Excellent technical, written, and verbal communication skills.

The firm offers competitive compensation and a comprehensive benefit package. At this time, the good faith estimate of the annual salary range for this position is $160,000 to $210,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, skill level and portable book of business.

If you are interested in learning more about this role, please apply with your resume to

Not Specified
Senior Client Advisor
✦ New
Salary not disclosed

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

  • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
  • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
  • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
  • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
  • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
  • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

  • Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
  • Experience: 10-15+ years in wealth management.
  • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
  • New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
  • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

  • A collaborative, supportive environment with a strong focus on client success.
  • Opportunities to work with an exclusive clientele and expand your professional network.
  • The ability to make a tangible impact on clients' long-term financial legacies.
Not Specified
Family Law Attorney (3–10 Years) – New York, NY- 409618
✦ New
Salary not disclosed
New York 15 hours ago

Job ID: 409618

Practice area:- Adoption Law,Divorce Law,Family Law - General

Family Law Attorney (3–10 Years) – Divorce & Custody Matters | New York, NY | NY Bar Required

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Keywords:- Family Law Attorney, Divorce Attorney, Child Custody Attorney, Adoption Attorney, General Family Law Attorney, Family lawyer, New York legal jobs, Attorney jobs NYC, NY Bar required, Law firm family law associate, Partner-track position

A respected multi-office law firm is seeking a Family Law Attorney in New York, NY to handle divorce, custody, support, and equitable distribution matters. This is a strong opportunity for a Family Law Attorney seeking meaningful client contact, sophisticated matters, and long-term growth in New York legal jobs.

This Maryland based firm was established nearly three decades ago. Over their history, this firm has opened offices across the Northeastern region of the United States, running nearly 15 offices in New York, Maryland, Delaware, New Jersey and more. More than 125 attorneys are employed by this firm, practicing areas such as Cannabis Law, Legal Ethics, Nonprofit Entities, Landlord Representation, Mass Toxic Torts and many, many more.

________________________________________

A well-established regional law firm with a broad Northeastern footprint is seeking an experienced Family Law Attorney to join its New York office. This opportunity is ideal for a candidate with 3–10 years of experience who is confident managing matters independently while also contributing to a collaborative team environment.

This role offers the chance to advise both middle-income and high-net-worth clients on sensitive and complex domestic relations matters. The position stands out for its steady workflow, strong platform, and potential as a partner-track position for the right attorney. This opportunity is actively interviewing, and positions at this level do not open often.

________________________________________

Key Responsibilities

• Handle a range of family law matters, including divorce, child custody, child support, spousal support, and equitable distribution

• Represent middle-income and high-net-worth clients in contested and non-contested proceedings

• Draft pleadings, motions, settlement agreements, memoranda, and court submissions

• Provide strategic client counseling on case developments, risk assessment, and resolution options

• Appear in court and deliver effective courtroom advocacy when needed

• Manage matters with a high degree of independence while working closely with colleagues in a team-oriented setting

• Support clients through emotionally sensitive disputes with professionalism and sound judgment

________________________________________

Qualifications

• 3–10 years of family law experience required

• Admission to the New York Bar required

• New Jersey Bar admission preferred

• Demonstrated experience with divorce, custody, support, and equitable distribution matters

• Strong drafting, legal writing, and communication skills

• Confident courtroom presence and advocacy ability

• Ability to manage client matters independently from intake through resolution

• Juris Doctor (JD) from an accredited law school

________________________________________

Why This Opportunity Stands Out

This opportunity is with a long-standing, growth-oriented law firm that has built a strong presence across multiple offices in the Northeast. Attorneys benefit from an established platform, diverse practice exposure, and a collaborative environment that supports both professional development and high-quality client service.

For a Family Law Attorney, this role offers the chance to build a strong practice in one of the most active legal markets in the country. Candidates seeking New York legal jobs with strong matter ownership, client-facing responsibility, and advancement potential will find this role especially compelling. The firm values practical judgment, responsive service, and attorneys who can combine empathy with effective advocacy.

This is an excellent opening for a General Family Law Attorney looking to deepen experience in sophisticated domestic relations work. It is also attractive for attorneys seeking a partner-track position with consistent case responsibility and the ability to grow within a respected law firm platform. By year-end, the successful attorney could be leading key client relationships and handling substantial family law matters with increased autonomy.

________________________________________

Compensation & Benefits

• Comprehensive health insurance

• Retirement savings plan

• Professional development opportunities

________________________________________

Call to Action

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

Submit your resume to learn more about this prestigious role.

Explore this exceptional Family Law Attorney opportunity in New York today.

________________________________________

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.

Not Specified
Trust and Estate Attorney
🏢 Stealth
Salary not disclosed
Tysons Corner, VA 3 days ago

A well-established law firm in Tysons, Virginia is seeking an experienced Trust and Estate Attorney to join its growing practice. The firm provides comprehensive legal services to individuals, families, and business owners, with a focus on estate planning, trust administration, and probate matters.


Key Responsibilities

  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and tax planning.
  • Draft and review estate planning documents tailored to each client’s goals and financial circumstances.
  • Handle trust and estate administration, including probate filings, asset distribution, and fiduciary accountings.
  • Counsel high-net-worth clients on complex estate and tax strategies.
  • Collaborate with the firm’s corporate, tax, and real estate attorneys as needed to provide integrated legal solutions.


Qualifications

  • J.D. from an accredited law school and active Virginia Bar membership (or eligibility for admission).
  • 3–8 years of experience in estate planning, trust administration, and probate law.
  • Strong drafting skills and attention to detail.
  • Excellent interpersonal skills and client service orientation.
  • Experience advising high-net-worth clients and familiarity with federal estate and gift tax concepts is preferred.


Compensation and Benefits

  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health, dental, vision, and 401(k).
  • Opportunities for professional development and career growth.
  • Supportive and collegial team environment.
  • The annual salary for this position is between $130,000 – $180,000. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Not Specified
Legal Assistant
Salary not disclosed
Greenwich, CT 2 days ago

Our client is looking for a highly professional Legal Assistant for their Greenwich, CT office. This role supports attorneys in high-stakes litigation and residential real estate matters, including client-facing responsibilities. This in-person role is ideal for a candidate with executive presence, strong organizational skills, and experience interacting with high-net-worth or sensitive clients. You will provide essential support in managing case files, coordinating closings, preparing legal documents, and ensuring seamless communication with clients, opposing counsel, and other parties.


Responsibilities:

  • Prepare and manage case and real estate files, maintaining detailed checklists, timelines, and documentation
  • Draft, review, and organize contracts, closing documents, pleadings, discovery, and correspondence
  • Coordinate residential real estate closings, including scheduling, preparing closing packages, and ensuring timely delivery of final documents
  • Assist with litigation support, including drafting motions, discovery responses, subpoenas, and other court documents
  • Order and review title searches, lien payoffs, surveys, and homeowners’ association documents; assist in resolving any issues
  • Communicate professionally with clients, opposing counsel, lenders, realtors, and other parties, often interacting directly with high-profile clients
  • Perform administrative tasks efficiently to support case and transaction management
  • Maintain accurate time and case records in accordance with firm policies
  • Handle sensitive and confidential matters with discretion and professionalism


Qualifications:

  • 5+ years of experience supporting attorneys in residential real estate and/or litigation; Connecticut experience preferred
  • Demonstrated experience interacting with high-net-worth or sensitive clients
  • Experience preparing and submitting court filings in Connecticut is a plus
  • Proficiency in MS Office Suite (Word, Excel, Outlook) and familiarity with legal case management software preferred
  • Knowledge of residential real estate closings, litigation procedures, and general legal document preparation
  • Excellent organizational skills and ability to manage multiple matters while meeting deadlines
  • Exceptional written and verbal communication skills
  • Ability to work independently while contributing to a collaborative, team-oriented environment
  • Flexibility to work extended hours when needed to meet deadlines
Not Specified
T&E Legal Administrative Assistant
Salary not disclosed
Boston, MA 2 days ago

Location: Boston, MA | Hybrid potential after training

Salary Range: $70K-$85K | Non-exempt | Bonus Eligible

Schedule: Full-time | Monday-Friday, 9-5


About the Role

A highly respected Boston law firm is seeking an experienced Legal Administrative Assistant to support attorneys serving high-net-worth clients. This role offers the opportunity to join a collaborative legal team with long-tenured professionals and strong organizational stability.


If you have experience supporting Trust & Estates attorneys, thrive in a fast-paced legal environment, and are passionate about delivering exceptional client service, this may be the next step in your legal career.


Key Qualifications

  • 3+ years of experience as a Legal Administrative Assistant in Trust & Estates or Estate Planning law
  • Experience supporting high-net-worth clients within a legal environment
  • Strong document proofreading and editing skills
  • Ability to manage a high-volume legal workload
  • Excellent written and verbal communication skills
  • Strong organizational and time-management abilities


Responsibilities

The Legal Administrative Assistant will provide comprehensive support to attorneys within the Trust & Estates practice group.


Responsibilities include:

  • Proofreading legal documents, correspondence, and filings to ensure accuracy and compliance
  • Coordinating meetings, videoconferences, conference calls, and client appointments
  • Managing attorney calendars, contacts, and scheduling logistics
  • Entering timekeeping entries and generating reports as requested
  • Supporting the legal billing process, including reviewing invoices, editing billing narratives, and resolving client inquiries
  • Preparing new client and matter intake documentation, including engagement letters and retainer agreements
  • Conducting conflict checks and assisting with file opening and maintenance
  • Maintaining client files and legal records with strict attention to confidentiality
  • Providing professional communication with clients, attorneys, and internal staff
  • Assisting with administrative projects and operational support as needed


Apply Today

If you are an experienced Legal Administrative Assistant with Trust & Estates expertise and are ready to contribute to a high-performing legal team, we encourage you to apply today.


Take the next step in your legal administrative career and connect with this exciting opportunity.


Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

Not Specified
Trademark Clearance & Prosecution Associate Attorney (3–6 Years) – New York, NY- 410431
✦ New
🏢 BCG Attorney Search
Salary not disclosed
New York, NY 15 hours ago

Job ID: 410431


Practice area:- Intellectual Property - Trademark/Copyright - Transaction


Trademark Clearance & Prosecution Associate Attorney (3–6 Years) – IP Portfolio Management | New York, NY

________________________________________


Keywords:- Trademark Clearance Attorney, Trademark Prosecution Attorney, Trademark Associate Attorney, Intellectual Property Attorney, Copyright Attorney, New York legal jobs, Attorney jobs NYC, NY Bar required, Law firm trademark associate, Partner-track position, lawyer,IP licensing, trademark assignment, content licensing, brand acquisition, media rights agreement


A respected law firm is seeking a Trademark Clearance & Prosecution Associate Attorney in New York, NY to handle sophisticated domestic and international trademark matters. Join a growing IP practice with strong client exposure, cross-border work, and a partner-track position.


Founded over five decades ago, this full-service mid-sized law firm with three offices in total represents all types of clients, including Fortune 500 companies, start-ups, high net worth individuals, non-profit organizations, and others. The firm supports clients throughout the world by helping protect their businesses., Committed to helping every client achieve desired results, the knowledgeable team of lawyers makes creative, independent, and cost-effective strategies., Providing sophisticated assistance, the firm has earned a reputation for excellence. Understanding that not everybody can afford legal representation, the firm actively provides pro bono legal services. The firm creates a culture and a platform that inspires women attorneys to develop leadership skills. In addition, the firm takes a sustainable approach in business operations by recycling, using electronic documentation, and using furniture made of bamboo. Having a friendly, entrepreneurial environment helps attract the brightest minded professionals who bring innovative approaches to their work.


________________________________________


A well-established, full-service law firm is seeking a mid-level Trademark Clearance & Prosecution Associate Attorney to join its New York office. This is an excellent opportunity for an attorney with substantial experience in trademark clearance, counseling, and prosecution who wants to work on sophisticated intellectual property matters for a diverse client base.



This role is especially attractive for candidates seeking New York legal jobs that combine portfolio management, client counseling, and transactional support. The successful attorney will work with a broad range of clients, from established global businesses to emerging companies, in a collegial environment that values initiative, practical advice, and long-term growth. This opportunity is actively interviewing and rarely opens at this level.

________________________________________


Key Responsibilities


• Review full trademark search reports and prepare detailed formal assessments on trademark availability

• Prepare preliminary trademark assessments and risk analyses for client use

• Conduct domestic and international trademark clearance and prosecution work

• Counsel clients on trademark selection, filing strategy, and brand protection issues

• Oversee paralegals in preparing applications and federal trademark filings

• Manage trademark portfolios with attention to deadlines, enforcement strategy, and business objectives

• Handle and assist with due diligence in acquisitions and divestitures

• Support clients on broader intellectual property issues, including related copyright matters where applicable

________________________________________


Qualifications


• Mid-level experience in trademark clearance, counseling, and prosecution

• Strong background in U.S. and international trademark matters

• Admission to the NY, CA, or FL Bar required

• Excellent communication, writing, research, and organizational skills

• Experience supervising workflow and coordinating with paralegals

• Experience in copyright prosecution is a plus

• Juris Doctor (JD) degree required

• Ability to navigate complex subject matter effectively and provide business-focused advice

________________________________________


Culture & Firm Appeal


This top-tier law firm offers attorneys the chance to work with a wide variety of clients, including large companies, startups, nonprofit organizations, and high-net-worth individuals. The platform is especially appealing to attorneys who want sophisticated work in a more entrepreneurial and personable setting.

The firm is known for its supportive and collaborative culture, commitment to professional development, and practical, cost-effective approach to legal service. Attorneys are encouraged to take ownership of their work, contribute ideas, and build meaningful client relationships. The environment is also shaped by a strong commitment to pro bono service, sustainability, and leadership development.

For candidates seeking New York legal jobs, this is a compelling opportunity to join a respected practice that combines high-level intellectual property work with a friendly and forward-looking culture. It is also attractive for attorneys looking for a credible partner-track position with room to grow.

________________________________________


Why This Role Is Unique


This Trademark Attorney role offers more than routine prosecution. The successful candidate will handle trademark clearance, formal opinions, portfolio strategy, and transactional due diligence, providing a broad and commercially valuable experience base.

The position is ideal for an attorney who wants hands-on responsibility, direct client contact, and the chance to help shape a growing practice. It is also a strong move for candidates from boutiques or larger firms who want sophisticated work in a more entrepreneurial environment. By year-end, the attorney in this role could be managing significant brand counseling matters and serving as a key advisor on important intellectual property decisions.

________________________________________


Compensation & Benefits


• Competitive salary based on experience and qualifications

________________________________________


Call to Action


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

Submit your resume to learn more about this prestigious role.

Explore this outstanding Trademark Clearance & Prosecution Associate Attorney opportunity in New York today.

_______________________________________


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.

Not Specified
Personal Lines Manager
Salary not disclosed
East Setauket, NY 2 days ago

Pro Insurance Agency is growing and we’re looking for a talented Personal Lines Manager to join our team and help manage a portfolio of high-value personal lines accounts.

East Setauket, NY

Possible Hybrid (in-office + remote flexibility)

At Pro Insurance Agency, we work with a wide range of top-tier insurance carriers, giving our team the ability to craft tailored solutions for clients with sophisticated insurance needs. Many of our clients are high-net-worth individuals and families, which means the work is engaging, consultative, and impactful.

You’ll be part of a team of experienced professionals, many holding CIC and CRM designations, who take pride in delivering exceptional service and expert guidance.

What you'll do

• Manage a portfolio of personal lines accounts including high-net-worth clients

• Handle renewals, coverage reviews, and policy servicing

• Provide white-glove client service and trusted advice

• Work with leading insurance carriers to secure optimal coverage

• Build strong long-term client relationships

We're looking for someone with

Personal Lines insurance experience

Account management & client relationship skills

Ability to handle complex or high-value accounts

Strong communication and organizational skills

CIC or CRM designation (a plus)

This role is ideal for someone who enjoys working with sophisticated clients, solving complex coverage challenges, and delivering truly exceptional service.

If that sounds like you, we'd love to connect.

Apply here on LinkedIn or message us directly to learn more.

#InsuranceJobs #InsuranceCareers #PersonalLines #Hiring #HighNetWorthClients #InsuranceProfessionals


Not Specified
Private Client Relationship Manager - Advisory Group
✦ New
Salary not disclosed
Portland, OR 1 day ago

Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?


If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.


We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.


Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.


What You'll Be Doing:

  • Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
  • Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
  • Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
  • Collaborate with internal teams to ensure the best outcome for your clients.


Is It For You:

  • You have a passion for discussing capital markets, global events, and their impacts on portfolios.
  • You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
  • You're skilled at explaining complex financial terms and events to a broad audience.


Why This Firm:

  • No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
  • Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
  • Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
  • Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.


If you're looking to transition into a purely relationship management focused opportunity, let's talk.

Not Specified
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