Attorney (Estate Planning Strategist) - (Texas Remote)

Overview

The Estate Planning team is part of the Wealth Solutions group, supporting high net worth clients with estate planning strategies and implementation.

This role is remote, with a strong preference for candidates licensed in Texas.

Responsibilities

• Independently meet with wealth advisors/financial planners/other wealth management professionals and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Independently review and summarize existing estate planning documents, including making recommendations for changes and additions based on changes in law and family circumstances
• Answer general informational estate planning questions from clients and advisor teams
• Serve as an in-house estate planning resource to wealth management teams nationwide
• Stay current on related estate, trust, and tax legislation nationwide
• Support business development as necessary by leading presentations and thought leadership publications
• Manage a service specialist, as assigned, including day-to-day task oversight, training, calendars, time management, coaching, and mentoring
• Perform other duties as assigned

Requirements

• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
• 2-6 years legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule

• Availability is required during standard business hours of Monday through Friday from 8AM to 5PM
• Early or late hours may be necessary at times to meet business tasks and deadlines for external and internal client needs
• Non-exempt roles require daily timekeeping entry at the start and end of each workday, plus a 30-minute unpaid lunch period

Working Conditions

• Work may be performed in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Compensation & Benefits

Base Pay Range

• $90,000 - $130,000 USD

Incentive compensation

• Eligible to earn incentive compensation through an incentive compensation program.

Pay determination

• Actual base pay within the range is based on factors including geographic location, relevant experience, education, skills, and licenses/certifications.

Benefits

A competitive and robust benefits package focused on health and welfare needs for employees and eligible dependents, including:

• 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 plan options through Cigna (two High Deductible Health Plans and a Traditional Co-Pay medical plan)
• Kaiser medical plans available in California
• Health Savings Account (HSA) with company contributions 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, including 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 (8 weeks)
• Maternity benefits using company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption assistance reimbursement program
• Company-paid concierge services for needs related to aging parents, young children, life’s challenges, and more
• 401(k) retirement plan with both Traditional and Roth options, per pay period match, and an after-tax option
• Pet insurance
• Personalized financial planning and guidance from company professionals at preferred employee pricing

Application Deadline

• Initial deadline: 10/1/2026
• Applications submitted after this date may still be considered on a rolling basis until the position is filled.

Location

• Remote
• Strong preference for candidates licensed in Texas

Equal Opportunity

This employer is an equal opportunity employer and participates in E-Verify.