Estate Planning Attorney — Strategic Wealth Counsel
Listed on 2026-10-14
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Law/Legal
Tax Law, Financial Law -
Finance & Banking
Tax Law
Annex Wealth Management, LLC. is seeking an Estate Planning Attorney to act as the firm’s estate planning expert, coordinating with wealth management, tax, and planning teams to implement recommendations smoothly.
The role emphasizes client education, collaboration with internal teams, and coordination with outside counsel to strengthen the client experience. Ideal candidates will have a JD with at least 3 years’ estate planning experience, strong communication and problem-solving skills, and a
This opening is for the Estate Planning Attorney — Strategic Wealth Counsel role at Annex Wealth Management, LLC.
The following position is for a Estate Planning Attorney — Strategic Wealth Counsel with Annex Wealth Management, LLC.
Our group is growing, and we are hiring a Estate Planning Attorney — Strategic Wealth Counsel in Town of Brookfield, WI, United States.
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