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Estate Planning Associate Jobs in Arizona (NOW HIRING)

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$15 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role will be supervised by an experienced Senior Client Associate.CAPTRUST interns must ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ

$13.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...

CAPTRUST

Wealth Management Intern

Phoenix, AZ · On-site

$13.75 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role will be supervised by an experienced Senior Client Associate. CAPTRUST interns must ... Participate in cash flow planning/estate planning/cash management/balance sheet planning ...

DRB Homes

Sales Associate (1588)

Tempe, AZ · On-site

$13.50 - $18.50/hr

Participate in meetings with the production team to assure planning and execution of building ... A Real Estate License is required in certain states before selling new homes. * Prior New Home ...

Aprio

Tax Associate - Real Estate

Phoenix, AZ · On-site

$58K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Associate to join ... Participate in the tax planning and consultation process for clients * Participate in professional ...

Aprio

Tax Associate - Real Estate

Phoenix, AZ · On-site +1

$58K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Associate to join ... Participate in the tax planning and consultation process for clients * Participate in professional ...

JLL

Associate Design Manager, Workplace

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Our people at JLL are shaping the future of real estate for a better world by combining world class ... Support space planning, interior design and furniture selection efforts, contributing to workplace ...

Burch & Cracchiolo Pa

Associate Attorney

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Life

... litigation, real estate transactions and finance, land use and zoning, and personal injury ... planning for the future. To submit your resume please go to our career page at: Requirements ...

Burch & Cracchiolo PA

Associate Attorney

Phoenix, AZ

  • Medical

  • Dental

  • Vision

  • Life

... litigation, real estate transactions and finance, land use and zoning, and personal injury ... planning for the future. To submit your resume please go to our career page at: Requirements ...

Cohere Life, Inc.

Accounts Receivable (AR) Associate

Phoenix, AZ · On-site

$22.12 - $23.08/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

By partnering with some of the nation's most innovative master-planned communities, we help create ... Respond to requests from title companies, lenders, real estate professionals, and management ...

Cohere Life, Inc

Accounts Receivable (AR) Associate

Phoenix, AZ · On-site

$22.12 - $23.08/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

By partnering with some of the nation's most innovative master-planned communities, we help create ... Respond to requests from title companies, lenders, real estate professionals, and management ...

Cohere

Accounts Receivable (AR) Associate

Phoenix, AZ

$22.12 - $23.08/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

By partnering with some of the nation's most innovative master-planned communities, we help create ... Respond to requests from title companies, lenders, real estate professionals, and management ...

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in Arizona?

The most popular types of Estate Planning jobs in Arizona are:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in Arizona as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution.

U.S. Private Bank - Program Analyst

JPMorgan Chase & Co

Phoenix, AZ

Full-time

Medical, Retirement

Posted 15 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.  

Job Responsibilities

  • Help devise customized financial strategies for existing and prospective clients 
  • Prepare pitch books and meeting materials
  • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
  • Become an expert in a range of proprietary models to provide recommendations on tailored solutions
  • Conduct research and analysis; assist with product development and prospecting efforts
  • Research client inquiries and manage follow up communication and materials
  • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree with a minimum overall GPA of 3.2 
  • No more than two years of work experience following completion of undergraduate program
  • Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills

  • Superior multi-tasking and organizational skills 
  • Excellent communication skills and poise giving presentations
  • Genuine interest in financial markets and macro-level economic trends
  • Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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