CyberCoders
Location
San Mateo, CA | United States
Job description
We are a global wealth management firm that was founded in the 1930s. We take a holistic approach to wealth and investment management strategies for families and initiations. We have over $91 billion in assets that we manage across 48 different countries for nearly 100 years. We have 19 offices around the US from Coast to Coast including one in the Cayman Islands. We offer best in class benefits with multiple retirement options, substantial PTO, hybrid work schedules with flex hours. We strive to create a healthy work life balance because we want our employees fresh, sharp, and ready to come in and be ready to provide the best service possible for out clients.
We are looking to increase our trust counsel team with experienced individuals who are experts in fiduciary planning including gift, trust, and estate, tax planning, investment management, domestic and international tax laws. You will also be working as a wealth planner working with the other law and accounting teammates to best formulate the course of action clients should take. Wealth Planning
- Work with client on review of estate and wealth transfer plans
- Collaborate with internal teams and outside professional advisors
- Be an expert and update team with changes in federal, state and local estate, gift and income tax laws; formulate strategies that alter client plans to new laws
- 10+ years of trust and planning experience in a legal or professional environment
- JD or LLM required
- Bar admission in relevant states required
- Cross-border planning experience preferred
- Knowledge of state-specific Trust laws, including NY, New Jersey, and other jurisdictions, preferred
- Network of professional advisor relationships to leverage and collaborate with
- Fluency across financial planning disciplines, including cash-flow planning, insurance and risk management, income tax planning and investment planning, preferred
- Excellent verbal and written communication skills
- Excellent organizational skills with strong attention to detail
Base Salary: $250,000-$325,000
- Medical, Dental, Vision
- 401k w. match
- Roth IRA contributions
- Employee stock options
- Tuition Assistance
- PTO
- Hybrid work schedule
- Flex Hours
So, if you are a Trust Counsel with experience, please apply today!
Applicants must be authorized to work in the U.S.
Job tags
Salary
$250k - $325k
