What are the responsibilities and job description for the Private Wealth Counselor position at Hire Integrated?
Estate Planning Expertise
Hire Integrated is committed to delivering world-class client solutions and seeking an experienced Attorney to join their team.
The successful candidate will have a strong academic record, minimum 3 years of experience in high-net-worth estate planning, and demonstrated expertise in sophisticated estate planning techniques.
Key Responsibilities
- Develop and implement comprehensive estate plans tailored to individual client needs.
- Analyze complex legal and financial situations, identifying potential risks and opportunities, and developing strategies to minimize tax liabilities and maximize wealth transfer.
- Cultivate and nurture long-term client relationships based on trust, integrity, and exceptional service.
