Wisconsin Licensed Planning Attorney

Job Summary

A company is looking for an Assistant Director - Concierge Planning Attorney.

Key Responsibilities

• Collaborate with professionals to create comprehensive wealth plans for high-net-worth clients
• Design strategies based on clients' goals and financial situations to inform decision making
• Lead presentations of wealth plans to advisors and clients while managing workflow in alignment with service level agreements

Required Qualifications

• JD from an accredited program; advanced degrees or designations such as CFP, CPA, or LL.M. preferred
• Minimum of 5 years of estate and business planning experience, preferably in a consulting role
• Knowledge in tax optimization, estate and business succession, and wealth transfer strategies
• Experience working directly with high-net-worth clients in estate and business planning
• FINRA Series 6 or 7 and state insurance license required within the first 6 months of hire