Wealth Planning Associate

Min 5 yrs required

Full-time

No

Law Firm Seeking Experienced Wealth Planning Associate

Job ID: 1821

Position: Associate

Practice Area: Wealth Planning

Experience: Minimum 5 years

Salary: Starting salary for Denver office is $190,000

Location: Multiple Offices in Wisconsin

Open Date: Tuesday, April 9, 2024

We are Michael Best & Friedrich LLP, a full-service law firm with over 350 lawyers and technical professionals, serving clients around the world. We are seeking an experienced Wealth Planning Associate to join our growing Wealth Planning Practice in any of our Wisconsin offices.

The ideal candidate will have at least 5 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning. They should also have a . from an ABA accredited law school and excellent academic credentials. A Wisconsin license is preferred, but we are willing to help the candidate become licensed in the state.

As a Wealth Planning Associate, the attorney will serve as a business advisor to clients, guiding them through a full range of legal matters throughout their life cycle. They will also build strong relationships with clients through direct interaction and provide guidance on adapting to unforeseen family and business issues, economic conditions, and ever-changing tax laws.

At Michael Best, we offer a comprehensive and competitive Total Rewards package that includes a variety of resources designed to enhance employees' overall well-being, both at work and at home. This includes a competitive base pay, outstanding benefits, opportunities for learning and growth, and programs to help plan for the future.

Why You Should Apply:

- Challenging and dynamic role in a respected organization with a collaborative culture
- Opportunities for career development and professional growth
- Comprehensive benefits package including medical, dental, and vision care
- Unlimited PTO and 10 paid holidays
- Competitive base pay and eligibility for associate bonus program
- Flexible remote work policy
- Positive and respectful work climate

Requirements:

- . from an ABA accredited law school
- Minimum 5 years of experience in wealth planning
- Excellent academic credentials
- Wisconsin license preferred or willingness to become licensed in Wisconsin
- Ability to learn and adapt to new skills and best practices
- Strong communication and interpersonal skills
- Ability to work well independently and within a team
- Agility and problem-solving skills
- Professionalism and ability to maintain composure in challenging situations
- Valid authorization to work in the .

To apply for this position, please submit an application via our online portal and contact Jennifer Hade with any questions. We are not accepting submissions from search firms at this time.

Michael Best is an equal opportunity employer and is committed to maintaining a workplace free from discrimination based on age, race, religion, color, disability, marital status, sex, national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law. We also provide reasonable accommodations for applicants with disabilities during the application process.

For Colorado applicants, the starting salary for this position in our Denver office is $190,000 and associates are eligible for participation in our associate bonus program and employer-sponsored benefits. This is a full-time position eligible for participation in our firm's 401k plan.

If you are an experienced attorney with a passion for wealth planning and a desire to join a dynamic and growing law firm, we encourage you to apply for this position at Michael Best & Friedrich LLP.

Not specified

Medical, dental, vision, health savings accounts, flexible spending accounts, wellness program, employee and family assistance program, 401(k) with company contribution, short and long term disability plans, life insurance, critical illness insurance, parental/family leave, unlimited PTO plus 10 paid holidays, ABA, state and local bar membership fee reimbursement

Not specified

Business advising, estate planning, trust and estate administration, gift tax returns, estate tax returns, marital property agreements, transfer tax planning, lifetime irrevocable trusts, legal advising, relationship building, tax law, teamwork, communication, problem solving, professionalism, decision making, confidentiality, adaptability, learning and growth, health and wellness, total compensation, planning for the future, culture and workplace

J.D. from an ABA accredited law school

Submit an application via the online portal, contact Jennifer Hade with questions

Qualification and Experience J.D. from an ABA accredited law school, excellent academic credentials, 5 years of experience in wealth planning, Wisconsin license preferred or willing to become licensed in Wisconsin, valid authorization to work in the U.S.

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