[Remote] Private Wealth Counsel

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Wealth.com is the industry’s leading estate planning platform, empowering over 1,000 wealth management firms. They are seeking a Private Wealth Counsel to create estate plan reports for UHNW clients and develop estate planning software, while leveraging proprietary technology and providing legal expertise to enhance client services.

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

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
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
Willingness to travel once a month to attend company retreat and in-person meetings with customers (U.S. only)
Experience with building spreadsheets to model or illustrate tax-driven outcomes for clients
Experience with business development

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.

Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources. It was founded in 2022, and is headquartered in Tempe, Arizona, USA, with a workforce of 51-200 employees. Its website is https://wealth.com.

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