Assistant Director - Concierge Planning Attorney; REMOTE

Overview

Employer Industry: Financial Services

• Salary up to $
• Opportunity for career advancement and growth within a best-in-class company
• Flexible remote work option available
• Collaborative work environment with a focus on client interests
• Chance to develop customized wealth plans for high-net-worth clients

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

• JD from an accredited program; additional advanced degrees or designations such as CFP, CPA, or LL.M. preferred
• Minimum of 5 years of estate and business planning experience, ideally in a consulting role
• Knowledge of planning areas including 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