Wealth Planning Attorney

Overview

This client-facing role supports a team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director provides advanced case consultation and strategic guidance, quickly pivots across advanced planning topics, and evaluates legal documents and planning structures to deliver clear, practical insights.

Responsibilities

• Collaborate with other professionals (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans, deliver thought leadership, provide planning education, and offer targeted consultation for high-net-worth and ultra-high-net-worth clients.
• Emphasize estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
• Assess each client’s financial circumstances, objectives, and planning priorities to identify opportunities, develop targeted strategies, frame practical recommendations, and support confident decision making.
• Evaluate and position planning solutions in a manner that reflects an integrated approach to investments and life insurance.
• Lead advisor and client presentations with executive presence and credibility; educate and influence to enable informed planning decisions.
• Coordinate 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 using discretion and sound professional judgment.
• Manage workflow to deliver high-quality analyses and consultation in accordance with established service level expectations.
• Build and leverage cross-functional relationships to address complex client circumstances in the high-net-worth and ultra-high-net-worth marketplace 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 and expertise in 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 demonstrated ability to collaborate effectively with other professionals.
• Exceptional written and verbal communication skills; ability to translate complex planning concepts into clear, client-friendly, actionable guidance.
• Proven ability to build trust and credibility with financial advisors while contributing as a collaborative, solutions-oriented team member.
• 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; 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.

Compensation & Benefits

Pay Range: $176,000.00 – $264,000.00

Benefits (as listed in the posting):

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

Note: Final salaries are based on factors including skills and experience, current market, candidate location, and other factors identified during the hiring process. Geographic-specific pay structures may apply for eligible locations.

Location

Remote