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Assistant Director - Concierge Planning Attorney
Pay$130000.00 - $160000.00 / year
LocationMilwaukee/Wisconsin
Employment typeOther
This job is now closed
Job Description
- Req#: 24-00098
Employer Industry: Legal and Financial Services
Why Consider this Job Opportunity:
- Salary up to $185,770.00
- Opportunity for career advancement and growth within the organization
- Work remotely
- Supportive and collaborative work environment
- Chance to work with high-net-worth clients
- Competitive compensation package
What to Expect (Job Responsibilities):
- Collaborate with the Concierge Planning team and wealth management advisors to create estate and business plans
- Analyze clients' financial statuses to build strategies and drive decision-making
- Integrate investments and life insurance into financial solutions
- Lead presentations to advisors and clients
- Build and leverage relationships within the company
What is Required (Qualifications):
- Law degree from an accredited program and Bar membership in the resident state
- Minimum of 5 years of estate and business planning experience
- Series 6 or 7 certification within the first 6 months of hire
- Strong analytical skills and self-management abilities
- Outstanding written and verbal communication skills
How to Stand Out (Preferred Qualifications):
- Existing knowledge and willingness to deepen expertise in tax optimization, estate, and business planning for high-net-worth clients
- Advanced skills with planning software and/or Excel
- Team player with the ability to work frequently with others
#LegalServices #FinancialServices #HighNetWorthClients #RemoteWork #CareerOpportunity
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