Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

Overview

This role is part of the Estate Planning team within the Wealth Solutions group, supporting planning strategies for high net worth clients. The position is remote, with a strong preference for candidates licensed in Texas. Travel to one of the team’s Texas offices (Dallas, Houston, Austin) is required once or twice a month for client meetings.

Responsibilities

• Meet with wealth advisors/financial planners and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Learn advanced planning strategies
• Build a book of ultra-high-net-worth clients
• Review and summarize existing estate planning documents, recommending 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 resource in estate planning to wealth management teams nationwide
• Stay current with related estate, trust, and tax legislation nationwide
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Mentor and coach Estate Planning Strategists
• Manage a service specialist (as assigned) to oversee day-to-day tasks, 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
• 4-8 years legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule

• Availability during standard business hours Monday through Friday from 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs
• Non-exempt roles are required to record working time into the timekeeping system daily 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 to meet role requirements
• Ability to routinely sit and stand for periods of time
• No heavy lifting over 10 lbs

Compensation & Benefits

Base pay range

• $130,000 - $150,000 USD

Base pay within this range is based on factors including geographic location, relevant experience, education, skills, and licenses/certifications.

Incentive compensation

• This position is also eligible to earn incentive compensation through an incentive compensation program.

Benefits (highlights)

• 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 (including 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 utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caregiving and life needs for aging parents and young children
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance offered at preferred employee pricing

Location

• Remote (with strong preference for candidates licensed in Texas)
• Travel to Texas offices (Dallas, Houston, Austin) once or twice a month for client meetings

Application Deadline

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

Additional Information

• This employer is not accepting unsolicited resumes from agencies and/or search firms for this job posting.
• This employer is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.