NOW CFO
Wealth Management Attorney
NOW CFO, Salt Lake City, Utah, United States, 84193
Job Summary
NOW CFO is partnering with our family company, Catalyst Legal to find a skilled Wealth Management Attorney to join our team. As a Wealth Management Attorney, you will be responsible for providing expert legal advice and guidance to clients on matters related to wealth management and estate planning. You will work closely with clients to understand their financial goals and develop customized strategies to protect and grow their wealth. Additionally, you will play a key role in analyzing complex legal issues, preparing legal documents, and ensuring compliance with relevant laws and regulations.
Qualifications
Juris Doctor (J.D.) degree from an accredited law schoolActive license to practice law in the stateMinimum of 5 years of experience in wealth management and estate planning lawStrong knowledge of federal and state laws and regulations related to wealth managementExcellent analytical and problem-solving skillsExceptional attention to detail and accuracyEffective communication and interpersonal skillsAbility to manage multiple projects and meet deadlinesTeam-oriented mindset and the ability to collaborate effectively with colleagues and clientsStrong ethics and integrity
Responsibilities
Provide legal advice and guidance to clients on wealth management and estate planning mattersDevelop and implement customized strategies to protect and grow clients' wealthCollaborate with clients and colleagues to understand financial goals and objectivesAnalyze complex legal issues and develop appropriate legal strategiesPrepare and review legal documents, including wills, trusts, and powers of attorneyEnsure compliance with relevant laws and regulationsStay updated on changes in legislation and best practices in wealth management and estate planningParticipate in client meetings and presentationsManage a caseload and prioritize tasks to meet client and firm deadlinesCollaborate with internal teams, including tax experts and financial advisors, to provide comprehensive legal solutionsMaintain confidentiality and exercise discretion in handling sensitive information
Rate:
$100.00 - $150.00 per/hr.
We offer competitive compensation and benefits packages, a collaborative work environment, and opportunities for professional development and advancement. Join our team and make a meaningful impact on our clients' wealth management goals. Apply now!
#J-18808-Ljbffr
NOW CFO is partnering with our family company, Catalyst Legal to find a skilled Wealth Management Attorney to join our team. As a Wealth Management Attorney, you will be responsible for providing expert legal advice and guidance to clients on matters related to wealth management and estate planning. You will work closely with clients to understand their financial goals and develop customized strategies to protect and grow their wealth. Additionally, you will play a key role in analyzing complex legal issues, preparing legal documents, and ensuring compliance with relevant laws and regulations.
Qualifications
Juris Doctor (J.D.) degree from an accredited law schoolActive license to practice law in the stateMinimum of 5 years of experience in wealth management and estate planning lawStrong knowledge of federal and state laws and regulations related to wealth managementExcellent analytical and problem-solving skillsExceptional attention to detail and accuracyEffective communication and interpersonal skillsAbility to manage multiple projects and meet deadlinesTeam-oriented mindset and the ability to collaborate effectively with colleagues and clientsStrong ethics and integrity
Responsibilities
Provide legal advice and guidance to clients on wealth management and estate planning mattersDevelop and implement customized strategies to protect and grow clients' wealthCollaborate with clients and colleagues to understand financial goals and objectivesAnalyze complex legal issues and develop appropriate legal strategiesPrepare and review legal documents, including wills, trusts, and powers of attorneyEnsure compliance with relevant laws and regulationsStay updated on changes in legislation and best practices in wealth management and estate planningParticipate in client meetings and presentationsManage a caseload and prioritize tasks to meet client and firm deadlinesCollaborate with internal teams, including tax experts and financial advisors, to provide comprehensive legal solutionsMaintain confidentiality and exercise discretion in handling sensitive information
Rate:
$100.00 - $150.00 per/hr.
We offer competitive compensation and benefits packages, a collaborative work environment, and opportunities for professional development and advancement. Join our team and make a meaningful impact on our clients' wealth management goals. Apply now!
#J-18808-Ljbffr