ZipRecruiter

Log In

1

Wealth Counsel Jobs (NOW HIRING)

FutureRecruit

Estate Planning Attorney

Palm Desert, CA · On-site

Experience with Wealth Counsel drafting is desired. * Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives. * Draft estate planning documents ...

Truepoint Wealth Counsel

Tax Manager

Blue Ash, OH · On-site

$101K - $133K/yr

Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance and expert tax planning and compliance services as the lead tax specialist for moderately ...

Truepoint Wealth Counsel

Tax Manager

Cincinnati, OH · On-site

$106K - $139K/yr

Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance and expert tax planning and compliance services as the lead tax specialist for moderately ...

INTRUST Bank

Trust & Wealth Legal Counsel

Wichita, KS · On-site

Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and Management.

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Counsel Jobs

Wealth Counsel information

See salary details

$43K

$146.3K

$211K

How much do wealth counsel jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth counsel in the United States is $146,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,500.00 and $190,000.00 per year, depending on experience, location, and employer.

What does a Wealth Counsel do?

A Wealth Counsel is a legal professional who specializes in estate planning, asset protection, and wealth management for individuals, families, or businesses. They provide legal guidance on trusts, wills, tax strategies, and other financial matters to help clients preserve and transfer wealth efficiently. Their role often involves working closely with financial advisors and accountants to develop comprehensive strategies tailored to clients' unique needs.

What are the key skills and qualifications needed to thrive as a Wealth Counsel?

To thrive as a Wealth Counsel, you need a strong background in estate planning, tax law, and financial advisory, often supported by a law degree (JD), bar admission, and relevant certifications such as CFP or CTFA. Familiarity with wealth management software, legal research tools, and client relationship management (CRM) systems is important. Excellent interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly set top candidates apart. These skills ensure clients receive sound, compliant advice while building trusted, lasting relationships.

What are some typical challenges faced by Wealth Counsel professionals, and how can they be addressed?

Wealth Counsel professionals often encounter complex client needs, intricate tax or estate regulations, and the challenge of balancing multiple high-stakes cases simultaneously. Staying current with changing laws and financial strategies is key to providing accurate counsel. Strong organizational skills, ongoing professional development, and close collaboration with financial advisors or tax specialists help address these challenges. By adopting a proactive approach and leveraging a robust professional network, Wealth Counsel can ensure optimal outcomes for their clients and continued professional growth.

More about Wealth Counsel jobs

What cities are hiring for Wealth Counsel jobs?

Cities with the most 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 Wealth Counsel jobs?

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

What are popular job titles related to Wealth Counsel jobs?

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

Wealth Counsel jobs near you
Infographic showing various Wealth Counsel job openings in the United States as of September 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 84% In-person, 11% Hybrid, and 5% Remote job distribution, with an average salary of $146,280 per year, or $70.3 per hour.

Estate Planning Attorney

Palm Desert, CA • On-site

FutureRecruit
See more jobs at FutureRecruitexternal

Full-time

Re-posted 2 days ago

Job description

Estate Planning Attorney - Full-time

Location: Palm Desert, CA

Required Qualification: 

  • J.D. from an accredited law school and licensed with the California State Bar.

  • Preferred 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents.

  • Effective, clear, concise, and accurate communication, both oral and written.

  • Working knowledge of finance, investments, and taxes.

  • Focus under pressure and the willingness to do what needs to be done.

  • Demonstrated a high degree of discretion, confidentiality, and integrity.

  • Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.

  • Experience with Wealth Counsel drafting is desired.

Job Description

  • Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.

  • Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.

  • Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.

  • Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.

  • Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.

  • Report on caseload at a weekly case review meeting.

  • Develop a client following to increase the firm's revenues.

Benefits:

  • Comprehensive Legal Services: Estate Planning, Probate, Benefits Planning, and Business Law.

  • Serving Southern California families and businesses with diligence and attention to detail, ensuring effective handling of every case and situation.

  • Dedicated to providing tailored service to each client, recognizing the challenges they may face.

  • outstanding benefit packages and a people-first work environment

  • Stable, growing company with tremendous opportunity for career advancement

  • Competitive compensation and benefits

Employment Type: FULL_TIME

Apply