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Wealth Management Attorney Jobs (NOW HIRING)

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients. * Maintains the confidentiality of client ...

New

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients. * Maintains the confidentiality of client ...

New

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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.

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Wealth Management Attorney jobs near you
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.

Advanced Wealth Strategist - Wealth Management

EP Wealth Advisors LLC

Torrance, CA • On-site

$160K - $183K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 hours ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters.
This role is designated as a remote position within the Southwest division (Southern California) and requires the ability to attend onsite client engagements and in-office meetings in Torrance, California.
Responsibilities:
  • Work closely with Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.
  • Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients, typically with at least $25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.
  • Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.
  • Participate in Family Office Services strategy discussions and internal client planning meetings.
  • Lead and support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.
  • Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.
  • Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.
  • Be available for in-person client, prospect, and firm initiatives as needed.
  • Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.
  • Perform additional related duties as needed to support business development, client retention, and firm growth objectives.
  • Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

  • CFP Designation and at least one additional designation/area of specialty are required
  • Minimum 10 years client-facing experience in financial services or related field
  • Bachelor's degree required from an accredited university
  • Advanced Degree or licensing is a plus
  • Proficient knowledge in real estate, business, and estate planning documents
  • Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
  • Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
  • Must have strong organizational and administrative skills
  • Ability to maintain confidentiality of highly sensitive information
  • Efficient and effective written and oral communication skills
  • Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
  • Reliable, client-focused, and known for exceptional follow-through
  • Positive, self-motivated, and guided by sound ethical judgment
  • Excellent interpersonal skills, including flexibility, tact, and diplomacy
  • Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $160,000.00 - $183,000.00 (per year)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays + 2 floating holidays
  • 3 Weeks PTO
  • Paid Volunteer Time
  • Paid Parental Leave
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

#LI-JJ1
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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