Senior Director – Concierge Planning Attorney
Location
Wisconsin
Posted
8 days ago
Salary
$140K - $260K / year
Seniority
Senior
Job Description
Job Requirements
- JD from an accredited program
- Minimum of 10 years of estate and business planning experience
- Extensive experience working directly with high-net-worth clients
- Deep knowledge and expertise in planning areas including tax optimization
- FINRA Series 6 or 7 within the first 6 months of hire
- Strong analytical skills
- Experience with planning software a plus
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development opportunities
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