Senior Attorney – Senior Estate Planning Strategist

Job Description: • Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances • Answering general informational estate planning questions from clients and advisor teams • Serving as an in-house resource in estate planning to wealth management teams nationwide • Remaining current with related estate, trust, and tax legislation nationwide • Eligible to support business development through leading presentations and thought leadership publications, as necessary • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring • Other duties as assigned • Meeting with clients to design, implement, fund, and maintain estate plans • Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents • Preparing and reviewing deeds and real property transfer documents.

Requirements: • Juris Doctor (JD) • Licensed to practice law in at least one state • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients • 4+ years legal experience in estate planning preferred • Ability to travel up to 25%

Benefits: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

• Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the bolthires of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance Apply tot his job

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