Wealth Management Relationship Manager
Job Description
Job Description
Are you a Trust and Estate Attorney with 5+ years of experience and wondering if you want to continue practicing law? If you have pondered your future career path as an attorney, then we encourage you to consider a position with DSG Capital Advisors. We are a fast-growing RIA run by a former estate planning attorney. Our family office practice is looking for a highly skilled trust and estate attorney to work with our clients with $20 million+ of assets. You would become an integral member of our Relationship Management Team working directly with clients and helping them construct wealth transfer plans with an eye toward simplicity, practicality, and tax mitigation. You can retain your law license, but rather practicing law and drafting estate planning documents, you become their trusted financial, estate and tax advisor.
Position Responsibilities
o In depth knowledge of trusts and estate planning and administration
o Ability to model tax mitigation scenarios and recommend effective strategies
o Ability to clearly advise clients on a broader range of financial matters
o Possess the desire to create new client relationships and become their trusted advisor over time
o Possess strong verbal and written communication skills
o Have highly efficient task and time management skills
o Have the ability to work under tight time deadlines, prioritize workflow and deliver effect solutions to clients
Qualifications
o JD with 5+ years trust and estate drafting and administrative experience
o Ability to become Series 65 or 66 licensed within 90 days of starting
o Ability to work effectively with clients with $20+ million of assets
o Authorized to work in the U.S.
Position
o Full time – hours 8:00 – 5:00, M- F
o In office
o Exempt Position
o Benefits – medical, dental, vision, 401K, HSA
o Salary Range of $90,000 - $130,000 depending on qualifications and experience
o Bonus eligible
DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.