[Remote] Private Wealth Counsel
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.
Responsibilities
• 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
Skills
• 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
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.
Company Overview
• 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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Responsibilities
• 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
Skills
• 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
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.
Company Overview
• 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.
Apply tot his job
Apply To this Job