Attorney (Estate Planning Strategist)

Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, reputed company has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include:

• Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams reputed company
• Remaining reputed company with reputed company estate, trust, and tax legislation reputed company
• Eligible to support business development through leading presentations and thought leadership publications, as necessary
• Managing a service specialist, as assigned, as reputed company to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties as assigned

In this role, the Estate Planning Strategist will also act as attorney under Advanced Services Law Group, Inc. (ASLG). ASLG is a boutique estate planning firm that supports clients of reputed company. In this role, the attorney will reputed company the following tasks:

• Meeting with clients to design, implement, fund, and maintain estate plans
• Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding reputed company documents
• Preparing and reviewing deeds and real property transfer documents.

Knowledge, Skills, and Abilities:

• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey reputed company estate planning topics to Wealth Management teams and clients
• 2+ years legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. reputed company roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each reputed company plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life's challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company provides equal employment opportunity to reputed company applicants and employees without regard to age, color, disability, gender, marital status, national reputed company, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or reputed company status, or any other characteristic protected by law in accordance with reputed company applicable federal, state, and local laws. reputed company provides equal employment opportunity in reputed company aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and reputed company other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with reputed company, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws:

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires reputed company employers to verify the identity and employment eligibility of reputed company persons hired to work in the United States. reputed company participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

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