Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Estate Planning Attorney
Saint Louis, MO · On-site
Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Quick apply
Estate Planning Attorney
Saint Louis, MO · On-site
Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Estate Planning Attorney
Saint Louis, MO · On-site
Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Estate Planning Attorney
Saint Louis, MO · On-site
Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. * Extensive client contact ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... In this role, the attorney will perform the following tasks: * Meet with clients to design ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... In this role, the attorney will perform the following tasks: * Meet with clients to design ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... In this role, the attorney will perform the following tasks: * Meet with clients to design ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... In this role, the attorney will perform the following tasks: * Meet with clients to design ...
Associate Attorney
Norwalk, CT · Hybrid
$124K - $125K/yr
As an Associate Attorney , you will provide broad legal support across corporate, compliance ... RIA. * Monitor evolving laws and regulations relevant to the company's operations and advise on ...
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Associate Attorney
Norwalk, CT · Hybrid
$124K - $125K/yr
As an Associate Attorney , you will provide broad legal support across corporate, compliance ... RIA. * Monitor evolving laws and regulations relevant to the company's operations and advise on ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Estate Planning Partner - UHNW
Denver, CO · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Quick apply
Estate Planning Partner - UHNW
Denver, CO · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Managing Director
Sarasota, FL · Remote
$210K - $250K/yr
... attorney, and other personal parties -- all in one place. The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to ...
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Managing Director
Sarasota, FL · Remote
$210K - $250K/yr
... attorney, and other personal parties -- all in one place. The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborate with clients' outside advisors, including independent attorneys, CPAs, trustees, and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... of attorney, healthcare directives, and funding-related documents. * Lead multi-generational ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$150K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...
Quick apply
0161 - Investment Advisor
Palm Springs, FL · On-site
$150K/yr
... RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with ... Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.) * Provide ...
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| Credentials | Law degree, bar admission, legal license | None required, state appointment |
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| Industry Usage | Legal services, litigation, legal advice | Authenticating documents, witnessing signatures |
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Job description
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Established, growing St. Louis RIA seeks Estate Planning Attorney to
engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs.
- Extensive client contact focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (100 MM to 1 B level)
- Dive deep into complex estate planning issues, ensuring high-quality execution
- Educate and mentor internal advisors on complex estate planning concepts, keeping them informed about new laws, client updates, and best practices.
- Contribute to firmwide training sessions and internal presentations, regarding estate planning strategies and ongoing projects
- Work extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the lead client relationship/engagement team
- Focus is on client service, assisting in closing new business, with an opportunity to build equity for sourcing new business
- 7+ years of drafting experience with a strong background in UHNW estate planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues
- Excellent benefits and room for growth
~Relocation Assistance Available~
About ECG Resources
Sourced by ZipRecruiter
Industry
Non-profits
Company size
11 - 50 Employees
Headquarters location
Inwood, NY, US
Year founded
1981