Top 1209 Associate planner Jobs

Associate Attorney – Estate Planning, Trust Administration & Business Planning
Lewis-Traut & Ruswick, APC —Costa Mesa, CA
- $100,000 - $185,000 a year
- Multiple hires
- Background check
- 5 years
- Writing skills
- 401(k)
- Paid time off
Quick Apply
5d
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Associate Attorney - Estate Planning
Stratton & Reynolds, LLC —Columbia, SC
- $75,000 - $90,000 a year
- Weekends as needed
- Mid-level
- Office
- Travel
- Health insurance
- 401(k)
Quick Apply
Associate Attorney - Estate Planning
Stratton & Reynolds, LLC —Lexington, SC
- $75,000 - $90,000 a year
- Weekends as needed
- Mid-level
- Office
- Travel
- Health insurance
- 401(k)
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Full-Time CPA / Tax & Financial Planning Associate
Aaron L Watson CPA —McCormick, SC
- $90,000 - $120,000 a year
- Full-time
- CPA
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
14d
Estate Planning Associate (3+ years experience)
MESSERLI KRAMER P.A. —Minneapolis, MN
- $95,000 - $120,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
10d
Financial Planning Associate
Northwestern Mutual —Portage, MI
- $40,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Planning Associate
Raymond James Financial, Inc. —Issaquah, WA
- $55,000.00 - $110,000.01 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Paid holidays
Acquisitions Research Associate
Atlantic Pacific Companies —Miami, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Planning and Scheduling Associate
Forum Contract Manufacturing —Watertown, CT
- From $50,000 a year
- Full-time
- Bilingual
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Estate Planning Associate Attorney
Neil Jesani Advisors, Inc. —Sunrise, FL
- $120,000 - $150,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Associate Planner
City of Ojai —Ojai, CA
- $43.81 - $53.26 an hour
- Full-time
- Management
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
5d
Associate Attorney - Estate Planning Practice Team
Varnum LLP —Grand Rapids, MI
- Full-time
- No background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Director for Campus Planning
University of New England —Biddeford, ME
- Online Application
- 5 years
- Analysis skills
- University
- Health insurance
- Dental insurance
Associate Supply Planner
Uline —Pleasant Prairie, WI
- Full-time
- Pass drug screening
- Office
- Finance
- Paid holidays
- Health insurance
Associate Director, Global Sales, Inventory, and Operational Planning (SIOP)
Vantive —Deerfield, IL
- $152,000 - $200,000 a year
- Bachelor of Science
- English
- 8 years
- Paid parental leave
- Paid holidays
Program Planning, Lead Associate
Peraton —Washington, DC
- $80,000 - $128,000 a year
- Monday to Friday
- Military
- Mid-level
- Office
- Health savings account
- Paid holidays
9d

I want to receive the latest job alert for associate planner

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate planner jobs near

Financial Planning Manager jobs in New York, NY

Planner jobs in Seattle, WA

Associate Attorney jobs in Costa Mesa, CA

Tax Associate jobs in San Diego, CA

Research Associate jobs in Miami, FL

Real Estate Associate jobs in Minneapolis, MN

Associate Attorney jobs in Sunrise, FL

Associate Attorney jobs in Columbia, SC

Associate Attorney jobs in Grand Rapids, MI

Financial Planning Manager jobs in Toledo, OH

Urban Planning jobs in Saint Petersburg, FL

Financial Planning Manager jobs in Egypt, AL

Financial Analyst jobs in Albuquerque, NM

Entry Level Financial Advisor jobs in Phoenix, AZ

Financial Planning Manager jobs in Reston, VA

Financial Planning Manager jobs in Los Angeles, CA

Transportation Planner jobs in Boston, MA

Environmental Planner jobs in Washington State

Environmental Planner jobs in San Francisco Bay Area, CA

Discharge Planner jobs in Remote

Associate Attorney – Estate Planning, Trust Administration & Business Planning

Lewis-Traut & Ruswick, APC
Costa Mesa, CA

Quick Apply

Job Details

Full-time
$100,000 - $185,000 a year
5 days ago

Benefits

401(k)
Paid time off
401(k) matching

Qualifications

Law
Legal writing
Caseload management
Writing skills
Doctor of Law (JD)
Attention to detail
Legal drafting
Legal research
Analytical thinking
Bar

Full Job Description

The Firm is looking to hire two positions: Associate Attorney and Senior Associate Attorney.

Associate Attorney – Estate Planning, Tax & Business Planning

About Us

We are a growing boutique law firm focused on sophisticated estate planning, taxation, trust administration, and business planning for successful individuals, families, and closely held businesses. Our practice handles complex legal matters that require strategic thinking, exceptional drafting skills, and a commitment to excellence.

We're looking for more than an associate—we're looking for someone who wants to build a career. If you're intellectually curious, proactive, and thrive on solving challenging legal problems, we'd like to meet you.

This position is ideal for a go-getter who takes ownership of projects, enjoys learning, and is eager to become a trusted advisor to clients.

What You'll Do

Research and analyze complex legal issues involving trusts, estates, taxation, and business entities.
Draft petitions, pleadings, and supporting documents in trust administration proceedings.
Prepare sophisticated estate planning documents and business planning agreements.
Assist in developing creative planning strategies for high-net-worth clients and business owners.
Work directly with partners on challenging legal matters.
Take increasing responsibility for client matters as your experience grows.

Who You Are

You are someone who:

Takes initiative rather than waiting for assignments.
Is driven to become an exceptional attorney.
Enjoys writing, research, and solving difficult legal issues.
Has outstanding attention to detail and produces high-quality work.
Is organized, dependable, and accountable.
Communicates professionally with clients and colleagues.
Wants to be part of a growing firm where hard work and initiative are recognized.

Qualifications

Active member of the California State Bar.
Excellent legal research and writing skills.
Strong academic credentials.
Estate planning, trust administration, probate, tax, or business law experience is preferred but not required for an outstanding candidate with the right attitude and aptitude.

What We Offer

Competitive compensation and bonus opportunities.
Retirement benefits.
Direct mentorship from experienced attorneys.
Early responsibility and meaningful client exposure.
A collaborative environment with significant opportunities for professional growth.
A clear path for advancement for attorneys who consistently demonstrate initiative, excellent judgment, and a commitment to outstanding client service.

If you're looking for a place to simply punch the clock, this isn't it. If you're looking for a place where your work matters, your ideas are valued, and your career can accelerate based on your performance, we'd love to hear from you.

Senior Associate Attorney – Estate Planning, Trust Administration & Business Planning

About Us

We are a growing Orange County boutique law firm representing high-net-worth individuals, families, fiduciaries, and closely held businesses in sophisticated estate planning, trust administration, taxation, and business planning matters. Our firm is known for providing practical, strategic counsel and exceptional client service in a collaborative, entrepreneurial environment.

We are seeking an experienced attorney who is motivated to build a long-term practice and is looking for the opportunity to take ownership of client matters while being rewarded for both exceptional legal work and business development.

The Opportunity

This is an excellent opportunity for a self-starter who enjoys handling sophisticated legal matters, takes pride in producing high-quality work, and is interested in growing with a boutique firm that values initiative and entrepreneurial thinking.

The position includes substantial responsibility, direct client interaction, and the opportunity to help expand an already successful practice.

Responsibilities

Research and analyze complex legal issues involving trusts, estates, taxation, and business entities.
Draft petitions and pleadings in trust administration and probate proceedings.
Prepare sophisticated estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and advanced wealth transfer planning documents.
Draft and review corporate governance documents, shareholder agreements, operating agreements, buy-sell agreements, and other business planning documents.
Advise fiduciaries and beneficiaries in trust administration matters.
Manage client matters efficiently while delivering exceptional client service.
Develop and maintain relationships with clients and referral sources.

Qualifications

Active member of the California State Bar.
5+ years of experience in estate planning, trust administration, probate, taxation, business planning, or a related practice area.
Trusts & Estates Litigators Encouraged to Apply. We recognize the unique value that trust and estate litigators bring to a planning practice. Attorneys with litigation experience possess a deep understanding of fiduciary duties, trust administration, probate procedures, and the issues that lead to disputes. This position offers the opportunity to leverage that experience in a sophisticated transactional practice focused on helping clients proactively achieve their estate, tax, and business planning objectives while minimizing the risk of future litigation. If you are looking to transition from litigation to a strategic advisory role without sacrificing intellectually challenging work, we encourage you to apply. This role provides the opportunity to continue working on complex trust and estate matters in a collaborative, strategic environment without the demands of active litigation, court appearances, or discovery, allowing attorneys to focus on creative problem-solving and long-term client relationships.
Excellent legal research, drafting, and analytical skills.
Strong organizational and case management abilities.
Exceptional written and verbal communication skills.
Ability to work independently while collaborating effectively with colleagues.
A proactive, entrepreneurial mindset with a commitment to excellence.

Compensation & Benefits

We offer acompetitive compensation package, including:

Competitive base salary commensurate with experience.
Attractive origination bonus structure that rewards attorneys for developing and maintaining client relationships.
Performance-based bonuses.
Retirement benefits.
A collegial work environment with a clear opportunity for long-term growth and leadership.

Join Our Team

If you are an experienced attorney seeking sophisticated legal work, meaningful client relationships, competitive compensation, and the opportunity to be rewarded for building your practice, we invite you to apply.

Qualified applicants should email their cover letter and resume. Applicants selected for an interview will be asked to provide a writing sample.

Salary is dependent on applicant's experience.

Job Type: Full-time

Pay: $100,000.00 - $185,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

associate planner jobs

Associate Attorney – Estate Planning, Trust Administration & Business Planning

Tax Planner Associate

Associate Attorney - Estate Planning

Associate Attorney - Estate Planning

Associate Manager, Financial Planning

Financial Planning Associate

Full-Time CPA / Tax & Financial Planning Associate

Estate Planning Associate (3+ years experience)

Financial Planning Associate

Wealth Planning Associate

Acquisitions Research Associate

Planning and Scheduling Associate

Wealth Planning Associate

Estate Planning Associate Attorney

Associate Planner

Associate Attorney - Estate Planning Practice Team

Associate Director for Campus Planning

Associate Supply Planner

Associate Director, Global Sales, Inventory, and Operational Planning (SIOP)

Program Planning, Lead Associate

I want to receive the latest job alert for associate planner

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected