Assistant Director - Concierge Planning Attorney; REMOTE

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $
• Opportunity for career advancement and growth within a best-in-class company
• Flexibility to work remotely
• Collaborative environment with a focus on client interests
• Chance to work with high-net-worth clients and influence their financial strategies
• Supportive team that includes attorneys, CFPs, and CPAs for comprehensive planning

• Collaborate with professionals to create comprehensive wealth plans for high-net-worth clients
• 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 for comprehensive service
• Manage workflow to ensure timely and accurate delivery of analyses and services

• JD from an accredited program; additional 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
• 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
• Strong analytical skills and excellent written and verbal communication abilities

• 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) is a plus
• Proven ability to develop trusting relationships with financial advisors

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

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