Senior Advanced Planning Attorney
4 weeks ago
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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