California Licensed Planning AttorneyVirtualVocations • Fremont, California, United States
California Licensed Planning Attorney
VirtualVocations • Fremont, California, United States
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A company is looking for a Senior Director - Concierge Planning Attorney (Remote - US).
Key Responsibilities
Collaborate with a team to create comprehensive estate and business plans for high-net-worth clients
Analyze clients' financial situations to design strategies and drive decision-making
Lead presentations to clients and advisors, ensuring timely and accurate delivery of services
Required Qualifications
JD from an accredited program; additional advanced degree preferred (e.g., CFP, CPA, or LL.M)
Minimum of 10 years of estate and business planning experience, preferably in a consulting role
Extensive experience with high-net-worth clients in advanced planning and tax optimization
Series 6 or Series 7 required or to be obtained within the first 6 months of hire
Home State Insurance License required or to be obtained within the first 6 months of hire
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