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 best-in-class company
• Flexibility to work remotely
• Collaborative environment with a dynamic team of professionals
• Chance to make a significant impact on high-net-worth clients' financial strategies
• Commitment to diversity and inclusion in the workplace

• Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive wealth plans
• Design strategies based on clients’ financial situations and goals to inform decision-making
• Present wealth plans to advisors and clients effectively
• Work with clients’ external legal and tax advisors to ensure cohesive planning
• Manage workflow to meet service level agreements for timely and accurate delivery of services

• JD from an accredited program; additional advanced degree or designations (CFP, CPA, LL.M.) preferred
• Minimum of 5 years of estate and business planning experience, preferably in a consulting role
• Knowledge in tax optimization, estate and business succession, and wealth transfer strategies
• Experience working directly with high-net-worth clients in estate and business planning
• Strong analytical skills and excellent written and verbal communication abilities

• 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

#Wealth Management #Financial Planning #Remote Work #Career Growth #Diversity And Inclusion

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