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Director Wealth Counsel Jobs (NOW HIRING)

Law Mom

Estate Planning Paralegal

Duxbury, MA · On-site

$83K/yr

Applicants without direct Wealth Counsel drafting experience will not be considered. This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting ...

Westwood Holdings Group

SVP, Senior Director Wealth Strategist & Fiduciary Services Job Category : Westwood Requisition ... Coordinate implementation with clients' legal counsel and track progress to completion. * Lead ...

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Director Wealth Counsel information

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$52.5K

$146.1K

$247K

How much do director wealth counsel jobs pay per year?

As of Sep 12, 2026, the average yearly pay for director wealth counsel in the United States is $146,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is the difference between Director Wealth Counsel vs Wealth Advisor?

AspectDirector Wealth CounselWealth Advisor
CredentialsJD, CFP, or equivalent legal and financial certificationsCFP, Series 7, 66, or similar financial licenses
Work EnvironmentLegal and compliance-focused, often within financial institutions or law firmsClient-facing, providing financial planning and investment advice
Employer & IndustryFinancial services firms, law firms, or private banksWealth management firms, banks, or independent advisory practices
Search & Comparison IntentUnderstanding legal and compliance roles in wealth managementSeeking financial planning and investment advice roles

The main difference is that a Director Wealth Counsel typically focuses on legal, compliance, and estate planning aspects within wealth management, often requiring legal credentials. In contrast, a Wealth Advisor primarily provides financial planning and investment advice directly to clients. Both roles are integral to high-net-worth client services but differ in their core responsibilities and required qualifications.

What cities are hiring for Director Wealth Counsel jobs?

Cities with the most Director Wealth Counsel job openings:

What are the most commonly searched types of Wealth Counsel jobs?

The most popular types of Wealth Counsel jobs are:

What states have the most Director Wealth Counsel jobs?

States with the most job openings for Director Wealth Counsel jobs include:

What are popular job titles related to Director Wealth Counsel jobs?

For Director Wealth Counsel jobs, the most frequently searched job titles are:

Director Wealth Counsel jobs near you
Infographic showing various Director Wealth Counsel job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $146,114 per year, or $70.2 per hour.

Estate Planning Paralegal

Duxbury, MA • On-site

Law Mom
See more jobs at Law Momexternal

$83K/yr

Full-time

Medical, Retirement, PTO

Posted 10 days ago

Key responsibilities

  • Draft and manage estate planning documents including trusts, wills, powers of attorney, health care proxies, trust amendments, and real estate deeds.

  • Manage multiple estate planning matters simultaneously, coordinate workflow, track deadlines, and maintain organized client records.

  • Review documents for accuracy and consistency, ensuring plans match attorney recommendations and maintaining high standards for client service and document quality.

Job description

Position Type: Full-Time.
Salary: Starting at $83,000+ based on experience.

About Law Mom:
Law Mom is a growing estate planning, probate, and trust administration law firm serving families throughout Massachusetts. We are known for exceptional client care, innovative legal solutions, and a collaborative team culture focused on helping families protect what matters most.

We are seeking a highly experienced Senior Estate Planning Paralegal to join our Duxbury Office.

IMPORTANT: WEALTHCOUNSEL EXPERIENCE IS REQUIRED.

Applicants without direct Wealth Counsel drafting experience will not be considered.

This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.

What You'll Do: Draft Complex Estate Planning Documents.

You will draft and manage:
  • Revocable Living Trusts.
  • Wills.
  • Powers of Attorney.
  • Health Care Proxies.
  • Trust Amendments and Restatements.
  • Irrevocable Trusts.
  • Massachusetts Asset Protection Trusts (MAPTs).
  • First-Party and Third-Party Special Needs Trusts (SNTs).
  • Real Estate Deeds.
  • Trust Funding Documents.
  • Trust administration.
  • Probate.

Project Management:
  • Manage multiple estate planning matters simultaneously.
  • Coordinate workflow between attorneys, legal assistants, and clients.
  • Track deadlines and ensure files move efficiently from engagement through signing.
  • Identify potential issues before they become problems.
  • Maintain organized and accurate client records.

Quality Control:
  • Review documents for accuracy and consistency.
  • Ensure plans match attorney recommendations and engagement terms.
  • Maintain Law Mom's high standards for client service and document quality.

Required Qualifications.
MUST HAVE:
  • Minimum 2-4 years of estate planning paralegal experience.
  • Direct Wealth Counsel drafting experience (required, no exceptions).
  •  Experience drafting MAPTs.
  •  Experience drafting Special Needs Trusts (First-Party and Third-Party).
  •  Experience drafting revocable and irrevocable trusts.
  •  Strong understanding of Massachusetts estate planning concepts.
  •  Excellent organizational and project management skills.
  •  Ability to independently manage files and deadlines.
  •  Exceptional attention to detail.

Preferred:
  •  Experience with Zoho CRM.
  •  Experience preparing and recording deeds.
  •  Notary Public or willingness to become a Notary.

Who Will Thrive Here: You are.
  •  Detail-oriented and highly organized.
  •  Comfortable managing multiple projects simultaneously.
  •  Proactive and solution-focused.
  •  Tech-savvy and comfortable learning systems.
  •  Passionate about helping families.
  •  Able to work independently while collaborating with a team.

Benefits:
  • Performance bonus opportunities.
  • Health insurance.
  • 401(k) with employer match.
  • Paid time off.
  • Paid holidays.
  • Hybrid work schedule.
  • Professional development opportunities.
  • Supportive and collaborative team environment.

To Apply: Please submit.
  • Resume.
  • Cover Letter.
  • A brief video (2–3 minutes) explaining:
    •  Your Wealth Counsel experience.
    •  Your experience drafting MAPTs and Special Needs Trusts.
    •  Why you would be a great fit for Law Mom.


Only candidates with direct Wealth Counsel drafting experience and at least four years of estate planning paralegal experience will be considered. Please send your resume to Olivia@lawmom.com ATTN: OLIVIA PARA.