Multi-Family Office in Memphis, TN seeks candidate with a law firm background to counsel clients (25mm+ client range) regarding comprehensive wealth planning.
- Opportunity for an attorney to train and transition to a wealth management career with well-established firm
- No sales, billable hours, or drafting
- Learn all aspects of wealth planning for UHNW clients
- Reports to the Chief Wealth Strategist (JD/CPA)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service
- Extensive client contact
- Substantial opportunity to take on new responsibilities and advance within the organization
- Excellent work/life balance
- Requires 8+ years' estate planning experience
~Relocation Assistance Available~
