Assistant Director - Concierge Planning Attorney; REMOTE

Overview

Employer Industry: Wealth Management and Financial Planning

Why consider this job opportunity:

• Salary up to $212,550
• Opportunity for career advancement and growth within a leading financial planning firm
• Flexible remote work option available
• Collaborative environment with a team of professionals including attorneys, CFPs, and CPAs
• Chance to work directly with high-net-worth clients and make a significant impact on their financial strategies
• Commitment to diversity and creating an inclusive workplace

• Collaborate with a team to create comprehensive wealth plans focused on estate planning and business succession strategies for high-net-worth clients
• Design tailored strategies based on clients’ goals and financial situations to aid in decision-making
• Lead presentations of wealth plans to clients and advisors
• Work alongside clients’ external 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 degrees or designations (CFP, CPA, LL.M.) preferred
• Minimum of 5 years of estate and business planning experience, ideally in a consulting role
• Knowledge of tax optimization, estate and business succession, and wealth transfer strategies
• Experience with high-net-worth clients in estate and business planning and tax 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 of daily tasks
• Outstanding written and verbal communication skills to simplify complex concepts

#Wealth Management #Financial Planning #Career Opportunity #Remote Work #High Net Worth Clients

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