Senior Advanced Planning Attorney

4 weeks ago


Milwaukee, Wisconsin, United States Think Systems, Inc. Full time

Job Requirements:

Think Systems, Inc. is seeking an Advanced Planning Attorney to support a dynamic group of financial advisors in delivering superior financial planning for high-net-worth clients.

Key Responsibilities:

• Consult with financial advisors on clients' planning goals and objectives daily.
• Write articles with practical insights based on technical research.
• Educate advisors, financial planners, clients, and clients' representatives.
• Conduct legal, planning, and tax analysis based on clients' facts and circumstances.
• Lead and support company-wide projects to enhance client planning.

Required Qualifications:

• Bachelor's degree.
• JD from an accredited law school and licensed to practice law in at least one state.
• Five years of tax, financial planning, and legal experience.
• Knowledge in estate planning, tax planning, business planning, executive benefits, and charitable planning.
• Client Series 6 or Series 7, or attainment within six months of hire.

Compensation Range: $140,000-165,000

Bonus Eligible: 15% AIP/LTIP 10%

Equal Opportunity Employer: including disability and protected veteran status.



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