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Wealth Management Planning Attorney

2 months ago

Baltimore, Maryland, United States Ascension Global Staffing & Executive Search Full time
Position Overview

Ascension Global Staffing & Executive Search, a nationally recognized recruiting firm led by a Hispanic Women Owned & Operated team, is dedicated to fostering diversity and excellence in the recruitment process.

Our esteemed Am Law 100 client's East Coast Private Wealth Planning Group is in search of an associate with a minimum of 2-5 years of experience in high-net-worth wealth management to enhance their practice.

Key Responsibilities:

  • Demonstrate exceptional oral and written communication abilities.
  • Manage projects and client relationships effectively.
  • Possess a strong understanding of estate and gift tax strategies and regulations.

Qualifications:

  • Candidates should have prior experience in estate planning, preferably within a law firm or accounting firm.
  • Enrollment in or completion of a related LL.M. program is highly desirable.
  • A Juris Doctor degree from an accredited law school is required.
  • Must be admitted to and in good standing with the New York or Maryland bar.

Please ensure to include law school transcripts with your application.