Our client is seeking a Private Wealth Services Associate with 3–6 years of experience to join its Richmond team. The practice advises high-net-worth individuals, families, closely held businesses, and charitable organizations on sophisticated planning, administration, and fiduciary matters.
The Work
- Advise individuals and families on estate planning matters, including complex planning issues and related tax considerations.
- Support trust and estate administration, including fiduciary advisory matters and client questions arising during administration.
- Work on business succession planning for closely held businesses and their owners, connecting business objectives with estate and tax planning considerations.
- Represent public charities, private foundations, and charitable trusts on matters within the group's practice.
- Contribute to business and estate planning matters for clients with complex personal, family, business, and charitable interests.
- Engage directly with clients from an early stage while working alongside experienced practitioners on sophisticated matters.
What You Bring
- 3–6 years of relevant legal experience in private wealth services or a closely related practice.
- Knowledge of estate planning and the issues involved in advising individuals and families on wealth transfer.
- Experience or demonstrated familiarity with trust and estate administration and fiduciary matters.
- Understanding of business succession planning for closely held businesses.
- Ability to work with tax-related issues arising in estate, trust, and business planning matters.
- Strong legal analysis, drafting, and client-service skills suited to complex planning and advisory work.
- Interest or experience in advising public charities, private foundations, or charitable trusts is relevant to the practice's work.
Why Consider It
This role offers a broad mix of sophisticated estate, trust, tax, business succession, fiduciary, and charitable organization matters, with direct client interaction and substantive responsibility early in an associate's career.
Associates receive hands-on mentorship from experienced practitioners in a collegial environment focused on professional development.
Compensation & Benefits
The stated salary range is $225,000–$310,000, with hours and merit bonus opportunities, excellent benefits, and billable-hour credit for pro bono work.
Confidentiality
This is a confidential opportunity. Contact Advocates Legal Recruiting to discuss the role and receive additional details about the client and team. All inquiries will be handled confidentially.