Senior Attorney – Estate Planning Strategist
Job Description & How to Apply Below
- Meet with wealth advisors, financial planners, other wealth management professionals, and Wealth Solutions members to review, fund, and maintain estate plans
- Learn advanced planning strategies
- Build a book of ultra-high-net-worth clients
- Review and summarize existing estate planning documents
- Recommend changes and additions based on changes in law and family circumstances
- Answer general informational estate planning questions from clients and advisor teams
- Serve as an in-house estate planning resource to wealth management teams nationwide
- Stay current with estate, trust, and tax legislation nationwide
- Support business development through presentations, thought leadership publications, and prospective client meetings
- Mentor and coach Estate Planning Strategists
- Manage a service specialist as assigned, including day-to-day tasks, training, calendars, time management, coaching, and mentoring
- Perform other assigned duties
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- 4-8 years legal experience in estate planning preferred
- Ability to travel up to 25%
- Availability during standard business hours Monday through Friday, 8AM to 5PM
- Dedicated home office workspace free of interruptions, or professional office environment
- Basic technology needs will be provided to satisfy position requirements
- No heavy lifting over 10 lbs.
- Employment eligibility verification requirements
Demonstrates expertise in estate planning, including the ability to interpret complex legal topics and provide strategic recommendations. Proven experience in mentoring and managing teams while supporting business development initiatives in wealth management.
Highest-signal resume keywords- Juris Doctor (JD)
- Licensed To Practice Law
- Estate Planning Experience
- Client Relationship Management
- Mentoring And Coaching
- Estate Planning
- Legal Interpretation
- Document Review
- Advanced Planning Strategies
- Tax Legislation Knowledge
- Communication
- Coaching
- Time Management
- Wealth Management
- Ultra-High-Net-Worth Clients
- Business Development
- Thought Leadership
- Estate And Trust Legislation
Position Requirements
10+ Years
work experience
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