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California Licensed Planning Attorney

California Licensed Planning Attorney

VirtualVocationsPueblo, Colorado, 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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Attorney • Pueblo, Colorado, United States

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