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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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  • About the company

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