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Wealth Strategies Partner
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$61k-78k (estimate)
Full Time 7 Days Ago
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Ascension Global Staffing & Executive Search is Hiring a Wealth Strategies Partner Near Tampa, FL

Job Description

Job Description
Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.
Ascension Global Staffing & Executive Search is looking to welcome a junior partner into its Wealth Strategies service line in Tampa. The ideal candidate will be admitted to the Florida Bar and have at least 8 years of substantial estate planning, trust and probate estate administration experience, as well as some portable business.

Education, Experience and Skills Required :

  • Juris Doctor degree from an ABA accredited law school
  • Florida bar license
  • LL.M. in Taxation or Estate Planning preferred, but not essential
  • 8 years’ estate planning law practice experience
  • Strong technological skills including proficiency with Microsoft Office applications and practice management systems, portals and technologies
  • Superior research skills, including the use of online services, databases and the Internet
  • Superior organizational skills
  • Project management skills including a strong aptitude for managing and prioritizing multiple projects and deadlines
  • Excellent written and verbal communication skills as well as analytical, problem solving and decision making skills
  • Ability to work independently and maintain a high degree of confidentiality

Job Summary

JOB TYPE

Full Time

SALARY

$61k-78k (estimate)

POST DATE

06/19/2024

EXPIRATION DATE

07/08/2024

WEBSITE

ascensionsearch.com

HEADQUARTERS

Miami, FL

SIZE

<25

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