Private Client Services (Entry Level - 4 years) - Minneapolis, MN

About the role

Lathrop GPM is seeking an associate to join our Private Client Services practice group in Minneapolis. We will consider entry-level candidates through 4 years of experience. The ideal candidate will have a strong interest in all aspects of clients’ family, financial, business, and tax matters, including gift and estate tax planning, estate and trust administration, charitable planning, and family succession planning.

The practice group works closely with individuals, families, and their professional advisors across the United States to accomplish their personal, financial, and philanthropic goals. The group's clients include executives, entrepreneurs, ultra-high net worth families, family offices, owners of family-owned and privately held businesses, banks and trust companies, and charitable organizations.

Requirements

• Active Minnesota bar license
• Strong academic credentials
• Exceptional analytical and writing abilities
• Outstanding interpersonal skills

Pay

The current anticipated salary range is $135,000 - $150,000. Actual initial salary may be above or below the identified range based on relevant skills, training, experience, and other job-related factors consistent with applicable law.

Benefits

• Health care
• Retirement plan
• Parental leave
• Short/long term disability

Schedule

This position has a reduced billable hours expectation.