High-Net-Worth Attorney Wanted for Wealth Planning
3 weeks ago
We are seeking an experienced attorney to counsel our UHNW clients on comprehensive wealth planning.
This unique opportunity is ideal for an attorney looking to transition to a wealth management career, with no sales or billable hours required.
As a wealth planning attorney, you will have the opportunity to learn all aspects of wealth planning and develop complex wealth planning solutions and strategies for our high-net-worth clients.
- Reports to the Chief Wealth Strategist (JD/CPA)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service
- Extensive client contact
- Substantial opportunity to take on new responsibilities and advance within the organization
- Excellent work/life balance
- Requires 8+ years' estate planning experience
Relocation assistance is available for the right candidate.
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