Wealth Planning Attorney
Remote-Californiaremote
Posted 2 days ago · via Workday
About this role
About the Job: This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director will provide sophisticated case consultation and strategic guidance, quickly pivot across a broad range of advanced planning topics, and evaluate legal documents and planning structures to deliver clear, practical insights. Leveraging deep estate and business planning expertise, discretion, and sound professional judgment, this attorney will help advisors and clients align planning strategies with client goals, evaluate options, and identify actionable next steps.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
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