J.D. degree from an ABA-accredited law school., Active law license in at least one U.S. state, in good standing., Minimum of 3 years of experience as a practicing attorney, with strong expertise in trusts and estates., Proactive, entrepreneurial mindset with excellent communication and collaboration skills..
Key responsibilities:
Explain legal concepts of wealth.com products to clients and staff.
Lead initiatives on regulatory compliance, including data privacy and security.
Participate in sales activities, industry events, and negotiate contracts.
Create thought leadership content such as webinars and articles on estate planning.
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Wealth.com is the industry’s leading estate planning platform. The ecosystem empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, all easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.