Assistant Director - Concierge Planning Attorney; REMOTE

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $212,550
• Opportunity for career advancement and growth within the organization
• Work remotely, providing flexibility in your work environment
• Collaborative work culture with a focus on teamwork and client success
• Chance to develop customized plans for high-net-worth clients and business owners
• Engage in meaningful work that impacts clients' financial futures

• Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive wealth plans
• Design strategies based on clients’ goals and financial situations to guide decision-making
• Lead presentations of wealth plans to advisors and clients
• Work with clients’ outside legal and tax advisors to ensure cohesive planning
• Manage workflow to meet service level agreements for timely and accurate delivery of analyses and services

• JD from an accredited program; additional advanced degree or designations such as CFP, CPA, or LL.M. preferred
• Minimum of 5 years of estate and business planning experience, preferably in a consulting role
• Existing knowledge in tax optimization, estate and business succession, and wealth transfer strategies
• Experience working directly with high-net-worth clients in estate and business planning
• FINRA Series 6 or 7 and state insurance license within the first 6 months of hire

• Experience with planning software such as Money Guide Pro , eMoney Advisor, or Wealth Tec
• Proven ability to develop trusting relationships with financial advisors
• Strong analytical skills and self-management capabilities
• Exceptional written and verbal communication skills, with the ability to simplify complex concepts

#Financial Services #Estate Planning #Wealth Management #Remote Work #Career Growth

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