Estate Planning & Wealth Transfer Equity Partner
- $225,000 - $325,000
- Chicago, IL
NEW Estate Planning & Wealth Transfer Equity Partner Opportunity!
A bit about us:
Law firm ranked “Best Companies to Work For”
Why join us?
Benefits:
Competitive compensation, benefits package, and a generous 401k plan
Hybrid or remote opportunities
Commitment to mentorship, training, and professional development with an achievable path to partnership.
Low turnover, collegial and collaborative environment.
Healthcare (medical, vision, dental), life and disability insurance.
Employee discounts and wellness programs
Competitive compensation, benefits package, and a generous 401k plan
Hybrid or remote opportunities
Commitment to mentorship, training, and professional development with an achievable path to partnership.
Low turnover, collegial and collaborative environment.
Healthcare (medical, vision, dental), life and disability insurance.
Employee discounts and wellness programs
Job Details
Job Details
Are you a seasoned professional in the legal industry with a passion for estate planning and wealth transfer? We are looking for a full time Estate Planning & Wealth Transfer Equity Partner to join our team. This is an exciting opportunity to be part of a reputable legal firm, where you will be tasked with providing strategic estate planning and wealth transfer advice to our high-net-worth clients. You will be instrumental in leading our team and driving the growth of our firm.
Responsibilities
As an Estate Planning & Wealth Transfer Equity Partner, your responsibilities will include:
1. Providing strategic and comprehensive estate planning and wealth transfer advice to our high-net-worth clients.
2. Developing comprehensive financial plans that meet and exceed our clients' wealth management goals.
3. Leading a team of legal professionals and fostering a collaborative work environment.
4. Utilizing your expertise in Illinois law to ensure the legality of financial transactions.
5. Building and maintaining strong relationships with clients to ensure their satisfaction and loyalty.
6. Identifying opportunities for business growth and driving the strategic direction of our firm.
7. Staying abreast of the latest developments in estate planning and wealth transfer laws and regulations.
Qualifications
To be considered for the Permanent Estate Planning & Wealth Transfer Equity Partner position, the candidate must possess the following qualifications:
1. Must have a minimum of 10 years of experience in estate planning and wealth transfer.
2. Ideally would be a Certified Public Accountant (CPA) or Certified Financial Planner (CFP).
3. Must be a member in good standing of the Illinois Bar.
4. Demonstrated leadership skills with a track record of leading successful teams.
5. Extensive knowledge of estate planning, wealth transfer, and Illinois law.
6. Excellent communication and interpersonal skills.
7. Strong business acumen with a strategic mindset.
8. Demonstrated ability to build and maintain strong relationships with high-net-worth clients.
9. Proven track record of identifying and capitalizing on business growth opportunities.
If you are passionate about estate planning and wealth transfer and are looking for a leadership role in a dynamic and growing legal firm, we would love to hear from you. Apply today to take the next step in your career.
Are you a seasoned professional in the legal industry with a passion for estate planning and wealth transfer? We are looking for a full time Estate Planning & Wealth Transfer Equity Partner to join our team. This is an exciting opportunity to be part of a reputable legal firm, where you will be tasked with providing strategic estate planning and wealth transfer advice to our high-net-worth clients. You will be instrumental in leading our team and driving the growth of our firm.
Responsibilities
As an Estate Planning & Wealth Transfer Equity Partner, your responsibilities will include:
1. Providing strategic and comprehensive estate planning and wealth transfer advice to our high-net-worth clients.
2. Developing comprehensive financial plans that meet and exceed our clients' wealth management goals.
3. Leading a team of legal professionals and fostering a collaborative work environment.
4. Utilizing your expertise in Illinois law to ensure the legality of financial transactions.
5. Building and maintaining strong relationships with clients to ensure their satisfaction and loyalty.
6. Identifying opportunities for business growth and driving the strategic direction of our firm.
7. Staying abreast of the latest developments in estate planning and wealth transfer laws and regulations.
Qualifications
To be considered for the Permanent Estate Planning & Wealth Transfer Equity Partner position, the candidate must possess the following qualifications:
1. Must have a minimum of 10 years of experience in estate planning and wealth transfer.
2. Ideally would be a Certified Public Accountant (CPA) or Certified Financial Planner (CFP).
3. Must be a member in good standing of the Illinois Bar.
4. Demonstrated leadership skills with a track record of leading successful teams.
5. Extensive knowledge of estate planning, wealth transfer, and Illinois law.
6. Excellent communication and interpersonal skills.
7. Strong business acumen with a strategic mindset.
8. Demonstrated ability to build and maintain strong relationships with high-net-worth clients.
9. Proven track record of identifying and capitalizing on business growth opportunities.
If you are passionate about estate planning and wealth transfer and are looking for a leadership role in a dynamic and growing legal firm, we would love to hear from you. Apply today to take the next step in your career.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.