Estate & Asset Protection Attorney — Client Advisor

Anderson Business Advisors; Texas; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Comprehensive medical/dental/vision coverage

Paid time off

401(k) matching program

Monthly gym membership subsidy

Job summary

Anderson Business Advisors is seeking a dedicated legal professional to provide expert advice focusing on estate planning, asset protection, and business planning. You will consult with clients, draft legal documents, and maintain compliance with relevant laws.

The ideal candidate will have a law license, strong work ethic, and skills in building client relationships. This role offers a hybrid work schedule and comprehensive benefits including paid time off, medical coverage, and a 401(k) matching program.

Qualifications

• Licensed to practice in any state with good standing.
• Strong work ethic and professional demeanor.
• Excellent problem-solving skills.

Responsibilities

• Perform consultations providing information to clients regarding legal business issues.
• Draft estate planning documents ensuring compliance.
• Build and maintain strong relationships with clients.
• Work directly with a team of Paralegals to assist clients efficiently.

Skills

Strong work ethic

Excellent verbal and written skills

Ability to build rapport with clients

Problem-solving skills

Adaptability in fast-paced environments

Education

Licensed to practice law

Bar registration in good standing

Job description

To provide expert legal advice and services to clients, focusing on estate planning, asset protection, and business planning. This role involves consulting with clients, drafting legal documents, and ensuring compliance with relevant laws and regulations.

Key Responsibilities:

Client Consultation and Advisory:

• Perform consultations providing information to clients regarding legal business issues.
• Consult with clients on estate plans and strategies, offering tailored legal advice.
• Engage in special projects related to asset protection and business planning.

Document Drafting and Review:

• Draft estate planning documents for clients, ensuring accuracy and compliance.
• Review documents submitted online, providing detailed feedback and recommendations.
• Answer legal questions submitted online, offering clear and concise guidance.

Client Relationship Management:

• Build and maintain strong relationships with clients, ensuring high levels of client satisfaction.
• Consult with existing clients to review estate plans and answer questions.
• Be readily available to assist clients with their questions and concerns.

Team Collaboration and Support:

• Work directly with a team of Paralegals to assist clients efficiently.
• Lead and mentor team members, fostering a collaborative environment.
• Participate in team projects and initiatives, contributing to overall team success.

Compliance and Ethical Standards:

• Ensure compliance with federal, state, and local laws and regulations.
• Maintain high ethical standards in all client interactions and legal practices.
• Act as a role model for ethical behavior and provide guidance on ethical issues to colleagues.

Required Qualifications:

• Licensed to practice in any state. Bar registration must be in good standing.
• Strong work ethic and professional demeanor.
• Ability to build rapport with clients.
• Excellent verbal, written, and problem-solving skills.
• A commitment to providing exceptional client service.
• Comfortable on the phone and in a fast-paced, changing environment.
• Ability to think on your feet and adapt.

Preferred Qualifications:

• Some business experience and/or investing experience.
• Experience in estate planning and asset protection.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and successful consultations.
• Document Accuracy: Quality and compliance of drafted and reviewed documents.
• Team Collaboration: Effectiveness in working with and supporting team members.
• Ethical Standards: Adherence to ethical practices and company policies.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.