About this opportunity
Annex Wealth Management, LLC. lists this Estate Planning Attorney — Strategic Wealth Counsel opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Annex Wealth Management, LLC. is seeking an Estate Planning Attorney to act as the firm’s estate planning expert, coordinating with wealth management, tax, and planning teams to implement recommendations smoothly.
The role emphasizes client education, collaboration with internal teams, and coordination with outside counsel to strengthen the client experience. Ideal candidates will have a JD with at least 3 years’ estate planning experience, strong communication and problem-solving skills, and a
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.