What are the responsibilities and job description for the Private Wealth Associate position at MB Attorney Search?
A leading national law firm is seeking an experienced Private Wealth Associate to join its sophisticated private wealth practice. The firm is open to considering candidates across its U.S. offices, including a fully virtual office, with particular interest in candidates located in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis.
This is an excellent opportunity for an attorney with a strong background in estate planning and private wealth matters to work alongside attorneys across multiple offices and contribute to sophisticated client engagements involving high-net-worth individuals, families, and their businesses.
Key Responsibilities
The successful candidate will advise and assist clients with a broad range of private wealth matters, including:
- Sophisticated estate planning and document drafting.
- Trust and estate administration.
- Federal and state estate and gift tax matters.
- Charitable planning and related strategies.
- Developing and implementing wealth transfer and succession planning strategies.
- Conducting legal research and analysis involving complex trusts and estates issues.
- Drafting and reviewing sophisticated legal documents and planning instruments.
- Collaborating with attorneys across multiple offices and practice areas.
- Managing multiple client matters while maintaining high standards of quality and responsiveness.
- Communicating legal strategies and recommended courses of action clearly and effectively.
Qualifications
The ideal candidate will possess:
- 4–8 years of relevant legal experience, preferably in private wealth, trusts and estates, or a closely related practice.
- Prior law firm experience.
- Demonstrated experience with sophisticated estate planning and drafting.
- Experience with trust and estate administration.
- Knowledge of estate and gift tax matters.
- Experience with charitable planning.
- Excellent academic credentials.
- Exceptional judgment and strong analytical abilities.
- Superior interpersonal and communication skills.
- The ability to manage multiple projects and competing deadlines effectively.
- The ability to work well under pressure.
- A proactive, dynamic, and entrepreneurial approach to client service.
- An active bar license in the state corresponding to the office where the candidate will practice, or a commitment to obtain admission as soon as possible.
To Apply
Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity, compensation, and overall fit.
Additional materials, including a law school transcript, writing sample, cover letter, or references, may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality, and candidate materials will not be shared with our client without your prior consent.