Estate Planning Attorney - NM Licensed

December 11

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TriFound

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11 - 50 employees

💸 Finance

Description

• We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. • You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals (Financial Advisors, Tax Attorneys, CPAs, Accountants, and Health Care Agents). • This position is completely a remote position with TriFound. • Work with-in a TriFound team of professionals. • Create, Problem Solve, and Demonstrate with help from TriFound Used created documents from TriFound's outside council or create your own! • Conduct client meetings while providing leadership to the client and TriFound employees. • Stay up-to-date with latest State Laws. • Can work with other Law Firms: TriFound will be a great referral source to expand your billable hours. • WE GIVE YOU YOUR CLIENTS because THEY ARE ALREADY OUR CLIENTS!!!

Requirements

• Entry level attorneys accepted (Must have passed State Bar) • Excellent written and verbal communication skills • Innovative and Creative • Need to execute a proven presentation system • Ability to lead groups and be decisive • Time management and organization in order to meet KPI's • Collaborative skills to accept and turn ideas into strategies with help of Tax, Business, and Financial Advisors.

Benefits

• Financial Planning • Paid client / employee events • Flexible schedule