Private Wealth Associate — Flexible, Remote Role

MB Attorney Search LLC

Kansas City (MO)

On-site

USD 215,000 - 275,000

Full time

14 days+
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Job summary

MB Attorney Search LLC is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of an Am Law 100 law firm. This opportunity may be based in one of the firm's offices or through its fully virtual office, offering flexibility while working as part of a collaborative national team.

The ideal candidate has approximately 4-8 years of experience, enjoys developing long-term client relationships, solving sophisticated planning

Qualifications

  • Approximately 4-8 years of experience in estate planning, trust administration, wealth transfer planning, and related tax matters.
  • Prior law firm experience required.
  • Licensed to practice law or eligible to obtain admission.
  • Strong drafting, analytical, and client counseling skills.
  • Excellent written and verbal communication abilities.
  • Strong academic credentials and sound professional judgment.

Responsibilities

  • Advise high-net-worth individuals, families, business owners, and fiduciaries on sophisticated estate planning, wealth transfer, and succession matters.
  • Draft and review sophisticated estate planning documents, including wills, trusts, powers of attorney, and related planning instruments.
  • Assist clients with trust and estate administration and fiduciary matters.
  • Advise on estate, gift, and generation-skipping transfer tax planning, as well as charitable planning strategies.
  • Collaborate with attorneys across multiple offices and related practice areas to develop customized planning solutions.
  • Build trusted client relationships while providing thoughtful, practical legal counsel.

Skills

Drafting skills
Analytical ability
Client counseling
Communication skills

Education

Juris Doctor (JD)

Job description

MB Attorney Search LLC is conducting a confidential search for a Private Wealth Associate to join the nationally recognized Private Wealth practice of an Am Law 100 law firm. This opportunity may be based in one of the firm's offices or through its fully virtual office, offering flexibility while working as part of a collaborative national team.

The ideal candidate has approximately 4-8 years of experience, enjoys developing long-term client relationships, solving sophisticated planning

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