Private Wealth Counsel

Title: Private Wealth Counsel

Location: Hybrid/Remote

About Us:

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

We are seeking a highly skilled and detail-oriented legal professional to join our team as Private Wealth Counsel. As an integral member of our legal department, your primary responsibility will be to create estate plan reports for our blue chip customers’ most important clients and develop estate planning and transfer tax software. You will also become an in-house expert on using our proprietary technology for UHNW estate and income tax planning and work with our blue chip customers on their implementation and operationalization of our technology. You should be experienced with estate planning and wealth transfer strategies for UHNW clients and be prepared to work in a fast-paced startup environment.

This is a unique opportunity to change the estate planning industry by bringing it into the age of AI, with a mission of bringing scale and efficiency to the industry through technology.

Responsibilities:

• Conduct detailed reviews and provide clear and concise summaries of estate plans for UHNW clients, leveraging our advanced platform technology to maximize efficiency and ensure the highest standards of quality.

• Provide full product life-cycle counseling, including building scalable and efficient processes, in support of creating dynamic solutions for end users, financial advisors, attorneys and other fiduciary industry experts

• Lend legal expertise to the engineering and data science teams in developing AI tools

• Participate in customer on-sites, trainings, and other meetings as needed to help customers operationalize Wealth.com’s products; this responsibility may require travel once a month within the contiguous U.S. states

• Be responsive to customer questions

• Stay up-to-date on laws and regulations, trusts and estates, wealth transfer and tax-driven planning

• As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management

Qualifications:

• J.D. degree from an American Bar Association accredited law school

• Active law license in at least one U.S. state, in good standing

• Minimum 3 years of experience as a practicing attorney or equivalent experience as a wealth strategist for UHNW clients, with demonstrated expertise in reviewing a wide range of estate planning documents from basic revocable trusts and Wills to GRATs and IDGTs.

• Strong understanding of estate and gift tax rules, including Forms 706 and 709

• Experience with building spreadsheets to model or illustrate tax-driven outcomes for clients (preferred)

• Strong communication skills (written and verbal), with an ability to breakdown and articulate complex legal considerations in layman terms

• Proactive and problem-solving mindset with a passion for new areas of business and technology development in fintech and estate planning

• Excellent judgment and aptitude for optimization given ambiguous and imperfect information

• Ability to manage projects as a resourceful and execution-oriented self-starter, to pivot between projects and competing objectives, to learn quickly and to think creatively

• Experience with business development

• Willingness to travel once a month to attend company retreat and in-person meetings with customers (U.S. only)

Benefits & Perks:

• Competitive salary.

• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.

• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

• 100% company-paid basic life insurance, short-term and long-term disability insurance.

• 100% paid parental leave upon eligibility.

• Company equity managed through Carta.

• 401k with match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.