Attorney (Estate Planning Strategist) - Pacific Time Zone

Overview

A well-established financial services organization is seeking an experienced 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

• Meet independently with wealth advisors, financial planners, and other wealth management professionals to review, fund, and maintain estate plans
• 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 country
• Support business development by leading presentations and contributing to thought leadership publications as needed
• 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
• 2 to 6 years of legal experience in estate planning
• Ability to interpret and clearly communicate complex estate planning topics to wealth management teams and clients
• Willingness and ability to travel up to 25%

Work Schedule and Conditions

• Standard business hours: Monday through Friday, 8 AM to 5 PM, with occasional early or late hours to meet deadlines
• Non-exempt role requiring daily timekeeping, including start/end times and a 30-minute unpaid lunch
• Work environment may be a professional office or a dedicated home office free of interruptions
• Basic technology provided to meet position requirements
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation and Benefits

• Base salary range: $90,000 - $110,000 USD, depending on geographic location, experience, education, skills, and licenses/certifications
• Eligible for incentive compensation programs
• Comprehensive benefits package including:
  • 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 High Deductible Health Plans and traditional co-pay plans
  • Health Savings Account (HSA) with company contributions for eligible plans
  • 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
  • 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

Application Information

• Initial application deadline: July 30, 2026; applications may be considered on a rolling basis thereafter until the position is filled
• Equal opportunity employer committed to non-discrimination
• Participation in federal employment eligibility verification (E-Verify)
• Accommodation requests during application or hiring process available upon request

Location

• Nationwide opportunities with a flexible, remote-friendly work environment

Candidates interested in joining a dynamic estate planning team within a leading wealth management organization are encouraged to apply promptly.