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 the organization
• Work remotely, providing flexibility in your work environment
• Collaborative and supportive team atmosphere with professionals from various fields
• Chance to work with high-net-worth clients and make a significant impact on their financial planning

• Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive wealth plans focused on estate planning and business succession
• Design strategies tailored to clients' goals and financial situations to guide decision-making
• Lead the presentation of wealth plans to clients and advisors
• Coordinate with clients’ external legal and tax advisors
• Manage workflow to ensure timely and accurate delivery of requested 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, ideally in a consulting capacity
• Strong knowledge in planning areas including tax optimization, estate and business succession, and wealth transfer strategies
• Experience working 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

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