Multi-Family Office seeks Estate Planning Attorney to counsel clients (25mm+ client range) regarding comprehensive wealth planning.
- Opportunity for Estate Planning Attorney to train and transition to a wealth management career with well-established firm
- Learn all aspects of wealth planning for UHNW clients
- Reports to the Chief Wealth Strategist
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service
- Extensive opportunity to take on new responsibilities and advance within the organization
- Excellent work/life balance
- Requires 12+ years' estate, or financial planning experience; JD a plus
~Relocation Assistance Available~