Senior Attorney (Senior Estate Planning Strategist I)

Overview

A well-established financial services organization is seeking an experienced Estate Planning Attorney to join their Wealth Solutions team. 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
• Learn and apply advanced estate planning strategies
• Build and manage a book of ultra-high-net-worth clients
• 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, contributing to thought leadership publications, and participating in prospective client meetings as needed
• Mentor and coach Estate Planning Strategists
• Manage service specialists related to daily tasks, training, scheduling, time management, coaching, and mentoring
• Perform other duties as assigned

Requirements

• Juris Doctor (JD) degree
• Licensed to practice law in at least one U.S. state
• 4-8 years of legal experience in estate planning preferred
• Strong ability to interpret and communicate complex estate planning topics to wealth management teams and clients
• 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 to meet business needs
• Position may be based in a professional office or a dedicated home office workspace
• Basic technology provided to support job requirements
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation and Benefits

• Base salary range: $136,000 - $160,000 USD, dependent on location, experience, education, skills, and 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, 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 family care needs
  • 401(k) retirement plan with traditional, Roth, and after-tax options plus company match
  • Pet insurance

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 requires daily timekeeping for non-exempt employees
• No unsolicited resumes from agencies or search firms will be accepted for this position
• Accommodation requests during the application or hiring process can be made through the employer's designated channels