Private Wealth Counsel
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Job Description
Legal professional at Wealth.com creating estate plan reports and developing estate planning software. Seeking to innovate estate planning through technology for blue chip clients.
Responsibilities:
- Conduct detailed reviews and provide clear and concise summaries of estate plans for UHNW clients, leveraging our advanced platform technology to maximize efficiency and ensure the highest standards of quality.
- Provide full product life-cycle counseling, including building scalable and efficient processes, in support of creating dynamic solutions for end users, financial advisors, attorneys and other fiduciary industry experts
- Lend legal expertise to the engineering and data science teams in developing AI tools
- Participate in customer on-sites, trainings, and other meetings as needed to help customers operationalize Wealth.com’s products; this responsibility may require travel once a month within the contiguous U.S. states
- Be responsive to customer questions
- Stay up-to-date on laws and regulations, trusts and estates, wealth transfer and tax-driven planning
- As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management
Requirements:
- J.D. degree from an American Bar Association accredited law school
- Active law license in at least one U.S. state, in good standing
- Minimum 3 years of experience as a practicing attorney or equivalent experience as a wealth strategist for UHNW clients, with demonstrated expertise in reviewing a wide range of estate planning documents from basic revocable trusts and Wills to GRATs and IDGTs.
- Strong understanding of estate and gift tax rules, including Forms 706 and 709
- Experience with building spreadsheets to model or illustrate tax-driven outcomes for clients (preferred)
- Strong communication skills (written and verbal), with an ability to breakdown and articulate complex legal considerations in layman terms
- Proactive and problem-solving mindset with a passion for new areas of business and technology development in fintech and estate planning
- Excellent judgment and aptitude for optimization given ambiguous and imperfect information
- Ability to manage projects as a resourceful and execution-oriented self-starter, to pivot between projects and competing objectives, to learn quickly and to think creatively
- Experience with business development
- Willingness to travel once a month to attend company retreat and in-person meetings with customers (U.S. only)
Benefits:
- Competitive salary.
- Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
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