Wealth.com

Private Wealth Counsel

Wealth.com

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $195,000 - $220,000 per year

About the role

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningwealth transfertax-driven planningestate and gift tax rulesForms 706Forms 709legal risk managementproject managementspreadsheets modelingAI tools development
Soft Skills
strong communication skillsproblem-solving mindsetjudgmentresourcefulnessexecution-orientedadaptabilitycreativityproactivitycustomer responsivenessteam collaboration
Certifications
J.D. degreeactive law license