Assistant Director - Concierge Planning Attorney; REMOTE

Employer Industry: Wealth Management and Financial Services

• Salary up to $212,550
• Opportunity for career advancement and growth within a best-in-class company
• Flexible remote work options available
• Engaging and collaborative work environment with a focus on client interests
• Chance to work with high-net-worth clients and provide impactful financial strategies

• Actively 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 clients and advisors
• Manage workflow in alignment with service level agreements for timely and accurate delivery of services
• Collaborate with clients’ outside legal and tax advisors

• JD from an accredited program; additional advanced degree or designations preferred (e.g., CFP, CPA, LL.M.)
• Minimum of 5 years of estate and business planning experience, preferably in a consulting role
• Strong analytical skills with the ability to self-manage daily duties and collaborate effectively
• Outstanding written and verbal communication skills for translating complex concepts into actionable advice
• FINRA Series 6 or 7 and state insurance license within the first 6 months of hire

• Experience working directly with high-net-worth clients in estate and business planning and tax planning
• Existing knowledge of tax optimization, estate and business succession, and wealth transfer strategies
• Familiarity with planning software such as Money Guide Pro , eMoney Advisor, or Wealth Tec

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