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Wealth Management Attorney Jobs (NOW HIRING)

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Wealth Management Attorney information

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$46K

$108.2K

$172.5K

How much do wealth management attorney jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth management attorney in the United States is $108,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $130,000.00 per year, depending on experience, location, and employer.

What is a wealth management attorney?

A Wealth Management Attorney specializes in providing legal counsel on financial planning, estate management, asset protection, and tax strategies for high-net-worth individuals and families. They help clients create wills, trusts, and investment structures to preserve wealth and ensure smooth asset transfer. Additionally, they work to minimize tax liabilities and navigate complex regulations. Their role often involves collaborating with financial advisors, accountants, and other professionals to develop comprehensive wealth management plans.

What are the key skills and qualifications needed to thrive in a wealth management attorney position, and why are they important?

To thrive as a Wealth Management Attorney, you need deep expertise in estate planning, trust and tax law, financial regulations, and a Juris Doctor (JD) degree with bar admission. Familiarity with specialized software such as trust accounting systems, legal research platforms like LexisNexis, and certification such as the Certified Trust and Fiduciary Advisor (CTFA) can be advantageous. Outstanding interpersonal skills, discretion, and the ability to communicate complex legal concepts clearly set top performers apart. These skills are essential for providing clients with tailored legal strategies that protect and grow their assets while ensuring compliance with regulatory requirements.

What is a typical day like for a wealth management attorney?

A typical day for a Wealth Management Attorney involves meeting with clients to discuss their financial goals, drafting estate planning documents, and collaborating with financial advisors and accountants to create comprehensive wealth preservation strategies. You may also conduct legal research, review tax implications of asset transfers, and stay updated on changes in relevant laws and regulations. Working closely with both individual clients and professional teams is common, requiring excellent communication and organizational skills. This collaborative and dynamic environment offers opportunities to build lasting client relationships and develop expertise in a highly specialized legal field.

More about Wealth Management Attorney jobs
What cities are hiring for Wealth Management Attorney jobs? Cities with the most Wealth Management Attorney job openings:
What states have the most Wealth Management Attorney jobs? States with the most job openings for Wealth Management Attorney jobs include:
What job categories do people searching Wealth Management Attorney jobs look for? The top searched job categories for Wealth Management Attorney jobs are:
Infographic showing various Wealth Management Attorney 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, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $108,160 per year, or $52 per hour.

$260K - $365K/yr

Contractor

Re-posted 5 days ago


Job description

Job Title: Experienced Wealth Management Associate
Firm: Client (Multi-Family Office / Wealth Management Practice)
Location: Boston, MA (Hybrid)
Employment Type: Full-Time
Compensation Range: $260,000 - $365,000 annually
Vendor Fee: Fixed Fee - $5000
180 days guarantee period
Position Overview
Client Wealth is seeking an Experienced Wealth Management Associate to join its highly regarded, fully integrated multi-family office practice. With over 100 years of history, Client Wealth provides sophisticated, personalized advice to ultra-high-net-worth individuals and families across estate planning, tax strategy, philanthropy, trust administration, and investment management.
This role offers the opportunity to work closely with some of the world's wealthiest families, collaborating with in-house investment advisors and trust administration professionals to deliver comprehensive, tailored wealth planning solutions.
Key Responsibilities
  • Focus on complex estate planning and gift and estate tax analysis for ultra-high-net-worth clients.
  • Advise families on a wide range of sophisticated wealth planning matters, including:
    • Developing long-term estate planning strategies
    • Drafting estate planning documents
    • Advising on lifetime gifting strategies
    • Managing estate and trust administration matters
    • Assisting with planning for family businesses and charitable organizations
  • Collaborate closely with in-house investment management and trust administration teams to deliver integrated client solutions.
  • Provide thoughtful, practical advice while maintaining the highest level of client service and professional judgment.
  • Manage client matters independently while contributing to a collaborative team environment.
Qualifications
  • 3+ years of experience focused on sophisticated estate planning and gift and estate tax analysis.
  • Demonstrated experience working with ultra-high-net-worth individuals and families.
  • Strong tax knowledge and estate planning drafting skills.
  • Excellent professional judgment and attention to detail.
  • Proactive, client service-oriented, and capable of working independently.
  • Strong communication and interpersonal skills.
Work Schedule & Environment
  • Hybrid work model with a requirement of at least four days per week in the office.
  • Schedule subject to change based on firm, department, and client needs.
Work Authorization
  • Must be legally authorized to work in the United States without current or future employer sponsorship.
Compensation & Benefits
  • Market-based compensation aligned with attorney level and experience.
  • The anticipated salary range for this role is $260,000 - $365,000, excluding bonus compensation and a generous benefits package.
  • Actual compensation will be determined based on job-related, non-discriminatory factors, including:
    • Qualifications and prior experience
    • Attorney level placement
    • External market data
    • Internal equity considerations
    • On-track or off-track role designation
About the Firm
Client is one of the nation's premier law firms, offering a distinctive BigLaw model with all attorneys based in a single Boston office. The firm focuses on select practice areas where it operates at the highest level nationally and internationally, representing clients in their most complex and high-stakes matters.