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 sophisticated case consultation and strategic guidance across advanced planning topics, evaluates legal documents and planning structures, and delivers clear, practical insights. The position requires strong estate and business planning expertise, discretion, sound professional judgment, executive presence, influence and communication skills, and excellent writing and organizational abilities.

Responsibilities

• Collaborate with attorneys, CFPs, CPAs, and top wealth management advisors to develop comprehensive plans, deliver thought leadership and planning education, and provide 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 to reflect an integrated approach to investments and life insurance.
• Lead advisor and client presentations with executive presence and the ability to influence, educate, and enable informed planning decisions.
• Work effectively with clients’ outside legal and tax advisors to promote alignment, clarity, and coordinated execution of planning objectives.
• Quickly assess and respond to advanced planning questions, using discretion and professional judgment to address nuanced client and advisor needs.
• Manage workflow and 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 and tax planning.
• Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
• FINRA Series 6 or 7, and a state insurance license within the first 6 months of hire.
• Strong analytical capabilities, disciplined follow-through, and sound prioritization.
• Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, client-friendly, actionable guidance.
• Proven ability to build trust and credibility with financial advisors and collaborate as a solutions-oriented team member.
• Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility, clarity, sound judgment, and practical planning recommendations.
• Ability to use the Microsoft suite, specifically including PowerPoint, and experience 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, such as CFP, CPA, or LL.M.
• Experience mentoring others.

Compensation & Benefits

Pay Range: $176,000.00 – $264,000.00

Additional notes on compensation and geographic adjustments may apply based on candidate location and other factors.

Benefits mentioned in the posting include:

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

Location

Remote