Attorney (Estate Planning Strategist I)

Overview

A well-established financial services organization is seeking an Estate Planning Attorney to join their Wealth Solutions group. This team focuses on providing and implementing estate planning strategies for high net worth clients.

Responsibilities

• Collaborate with wealth advisors, financial planners, and other wealth management professionals to review, fund, and maintain estate plans with guidance
• Review and summarize existing estate planning documents, recommending changes based on legal updates and client circumstances
• Respond to general estate planning inquiries from clients and advisor teams
• Serve as an in-house estate planning resource for wealth management teams nationwide
• Stay current with estate, trust, and tax legislation across the U.S.
• Manage a service specialist, including overseeing daily tasks, training, scheduling, coaching, and mentoring
• Perform other duties as assigned

Requirements

• Juris Doctor (JD) degree
• Licensed to practice law in at least one U.S. state
• Ability to interpret and communicate estate planning topics effectively to wealth management teams and clients
• 0-3 years of legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule and Environment

• Standard business hours: Monday through Friday, 8 AM to 5 PM
• Occasional early or late hours may be required to meet deadlines
• Work location may be a professional office or a dedicated home office with provided technology
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation and Benefits

• Base salary range: $97,750 - $115,000 USD, dependent on location, experience, education, skills, and licenses
• Eligibility for incentive compensation programs

Benefits include:

• Company-paid basic life and AD&D insurance
• Company-paid short-term and long-term disability insurance
• Supplemental insurance options (life, AD&D, short-term disability, accident, critical illness, hospital indemnity)
• Multiple medical plan options including Cigna and Kaiser (in California)
• Health Savings Account (HSA) with company contributions for eligible plans
• Comprehensive dental and vision insurance plans
• Dependent Care Savings Account
• 14 company-paid holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Program
• Family Medical Leave and paid parental leave (8 weeks)
• Maternity benefits combining company-paid short-term disability and parental leave
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caregiving and life challenges
• 401(k) retirement plan with traditional, Roth, and after-tax options plus company match
• Pet insurance
• Personalized financial planning services at preferred employee pricing

Equal Opportunity

This employer is an equal opportunity organization and complies with all applicable federal, state, and local laws regarding non-discrimination and employment eligibility verification.

Additional Information

• This role is not open to unsolicited resumes from agencies or search firms.
• Accommodation requests during the application or hiring process can be made through the employer's designated channels.

Location

Flexible work arrangements available; no formal headquarters. The role may require travel up to 25%.