Job Information
THINK SYSTEMS INC Assistant Director Concierge Planning in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: No C2C or Sponsorship 100% Remote Think Consulting is actively seeking an Assistant Director, Concierge Planning Attorney to join a leading legal and financial services company. This role involves designing comprehensive estate and business plans for high-net-worth clients, providing in-depth case consultation, and developing customized strategies. KEY RESPONSIBILITIES: Collaborate with the Concierge Planning team and top wealth management advisors to create comprehensive estate and business plans. Analyze clients\' financial statuses to build strategies and drive client decision-making. Integrate investments and life insurance into financial solutions, focusing on tax optimization and executive compensation strategies. Lead presentations to advisors and clients to facilitate decision-making. Build and leverage relationships within the company to address unique client circumstances and ensure seamless delivery of financial plans. REQUIRED QUALIFICATIONS: Law degree from an accredited program and Bar membership in the resident state. Minimum of 5 years of estate and business planning experience, preferably in a consulting role. Series 6 or 7 certification within the first 6 months of hire. Strong analytical skills and self-management abilities. Outstanding written and verbal communication skills. Proven ability to develop trusting relationships with financial advisors. PREFERRED QUALIFICATIONS: Existing knowledge and willingness to deepen expertise in tax optimization, estate, and business planning for high-net-worth clients. Advanced skills with planning software and/or Excel. Team player with the ability to work frequently with others. Compensation Range: Pay Range: \$130,000 - \$160,000 15% AIP/ LTIP 10% Equal Opportunity Employer, including disability and protected veteran status. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/A40CCC81CCA44564