Wealth Planning Attorney

Overview

This client-facing role supports a growing team that designs and delivers estate and business plans for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director provides case consultation and strategic guidance across advanced planning topics, evaluating legal documents and planning structures to deliver clear, practical insights. The role requires strong executive presence, exceptional estate and business planning acumen, sound professional judgment, and the ability to communicate and influence effectively.

Responsibilities

• Collaborate with attorneys, CFPs, CPAs, and top wealth management advisors to deliver comprehensive plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients.
• Lead and support case consultation focused on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
• Assess clients’ financial circumstances, objectives, and planning priorities to identify opportunities, develop targeted strategies, and frame practical recommendations.
• Evaluate and position planning solutions in alignment with an integrated approach to investments and life insurance.
• Lead advisor and client presentations with executive presence, credibility, and the ability to influence, educate, and enable informed planning decisions.
• Partner effectively with clients’ outside legal and tax advisors to promote alignment, clarity, and coordinated execution of planning objectives.
• Quickly assess and respond to a broad range of advanced planning questions, exercising discretion and sound professional judgment.
• Manage workflow and deliver high-quality analyses and consultation in accordance with established service level expectations.
• Build cross-functional relationships to address complex client circumstances and support seamless delivery of planning guidance.

Requirements

• JD from an accredited program.
• Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
• Deep knowledge in areas including tax optimization, estate and business succession, and wealth transfer strategies.
• FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
• Strong analytical capabilities, disciplined follow-through, sound prioritization, and ability to collaborate effectively with other professionals.
• Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, actionable guidance.
• Proven ability to build trust and credibility with financial advisors while contributing collaboratively and in a solutions-oriented manner.
• Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility, clarity, sound judgment, and practical planning recommendations.
• Highly skilled in the Microsoft suite, specifically including PowerPoint, and experienced using planning software, workflow tools, research platforms, and AI-enabled tools to support analysis, education, and efficient delivery of planning guidance.

Preferred Qualifications

• Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
• Desire to mentor others is a plus.

Skills

• Consulting
• Customer centricity
• Interpersonal savvy
• Learning agility & critical thinking
• Project management

Compensation & Benefits

• Pay Range: $176,000.00 to $264,000.00
• Final salaries may be based on factors including candidate skills and experience, current market, location, and other factors identified during the hiring process.
• Benefits are available and include flexible work schedules, concierge service, and comprehensive benefits.

Location

• Remote

Additional Information

• The timeline for this job posting may be shortened or extended based on organizational needs.