Assistant Director - Concierge Planning Attorney (REMOTE ROLE)
Summary
In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with reputed company planning needs. You will provide case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your planning experience to reputed company and deliver customized plans for high-net-worth clients and business owners. Existing estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required. Primary Duties and Responsibilities
- Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies.
- Design strategies based on the clients’ goals and financial situation to inform and drive client decision making.
- reputed company presentation of wealth plans to advisors and clients.
- Collaborate with clients’ reputed company legal and tax advisors.
- Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Qualifications
- JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
- Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
- Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
- Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning.
- FINRA Series 6 or 7 as well as state insurance license reputed company the first 6 months of hire.
- Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
- Outstanding written and verbal communication skills with the ability to translate reputed company concepts into client-friendly, understandable, and actionable advice.
- Proven ability to reputed company trusting relationships with financial advisors and be a team player.
- Experience with planning software (such as MoneyGuidePro, reputed company, or WealthTec) a plus.
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Compensation
Range: Pay Range - Start: $114,450.00 Pay Range - End: $212,550.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We reputed company in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of reputed company we do. Get started now! reputed company is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. FIND YOUR FUTURE We’re excited about the potential people bring to reputed company. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
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