Creativeone Wealth Jobs in Usa

Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take a personalized, high-touch approach to investment management and financial planning, serving successful individuals, families, and entrepreneurs.

The Firm is seeking a skilled and client-focused Wealth Advisor with 7+ years of experience in financial advisory. This individual will play a key role in managing client relationships, delivering tailored financial strategies, and contributing to the growth and success of the firm. The ideal candidate is a proactive communicator, strategic thinker, and fiduciary-minded professional.

Key Responsibilities:

• Serve as the lead advisor for a portfolio of high-net-worth clients
• Deliver comprehensive financial planning and investment advice aligned with client goals
• Conduct portfolio reviews and financial plan updates with clients regularly
• Build and deepen client relationships through ongoing communication and trust
• Collaborate with firms investment and planning teams to develop and execute client strategies
• Identify and pursue opportunities to grow client relationships and firm AUM
• Stay current on market trends, financial planning strategies, and regulatory developments

Qualifications:

• 7+ years of experience in wealth management or financial planning
• Demonstrated success managing and growing client relationships
• Series 65 license, CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation required
• Excellent communication, interpersonal, and presentation skills
• Deep understanding of investment principles and financial planning techniques
• Strong ethical standards and a fiduciary mindset

General Dentist Opportunity in Pflugerville, Texas

Dental Care of Pflugerville is seeking an experienced (2+ years) and passionate and driven General Dentist to join our dynamic team. If you're a seasoned practitioner this is your chance to lead a single doctor practice with clinical autonomy while being supported by the resources and expertise of Heartland Dental, the nation’s largest Dental Support Organization.

• Well Established practice and Seasoned Team: Dental Care of Pflugerville has been proudly serving the community for 10 years. You'll have the change to collaborate with a high-performing multi-doctor and 12 person team that thrives on delivering exceptional patient care while fostering a supportive and communicative work culture.
  
  
• Schedule: Looking for an experienced doctor to work Tues-Friday 745am-5pm
  
  
• Cutting-Edge Technology: Utilize state-of-the-art tools, including an iTero Scanner, WaveOne Gold, and VideaHealth AI, to provide advanced and efficient care for your patients.

Compensation & Benefits Highlights:

• Discretionary Personal Time Off (PTO): Maintain a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.

• Competitive Earnings: Guaranteed base salary with uncapped earning potential to match your expertise and commitment. 

• Wealth-Building Opportunities: Participate in Heartland Dental stock offerings and grow alongside our success.

• Clinical Skills Development: Immerse yourself in world-class continuing education programs designed to hone your clinical skills and elevate your career.

• Unmatched Mentorship: Connect 1:1 with experienced mentors and tap into the collective wisdom of an expansive network of dental professionals. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional and personal relationships.

• Advanced Professional Accreditation: Enroll in the Doctor Mastery Program to earn your Fellowship in the Academy of General Dentistry (FAGD), expanding your service offerings and enhancing your professional standing.

What You’ll Gain:

• Discretionary Personal Time Off (PTO): Embrace a healthy work-life balance with the freedom to take the time you need, ensuring you stay refreshed and energized.
• Competitive Compensation: Enjoy a guaranteed base salary coupled with an uncapped earning potential, providing you with financial stability and the opportunity to excel in your career.
• Elite Clinical Skills Development: Immerse yourself in world-class continuing education programs tailored to hone and elevate your clinical skills. We're committed to supporting your journey towards becoming an elite professional.
• Mentorship Excellence: Access an expansive network of mentors offering personalized 1:1 mentorship support. Our commitment to your growth extends beyond the clinical realm, providing valuable networking opportunities to foster professional relationships.
• Advanced Professional Accreditation: Join the Doctor Mastery Program and earn your Fellowship in the Academy of General Dentistry (FAGD). This program opens doors to a broader menu of services for your patients, enhancing your professional repertoire.
• Comprehensive Benefits Package: Enjoy competitive benefits including health insurance and retirement savings plans, ensuring your well-being and financial security.
• Wealth Building Opportunities: Participate in Heartland Dental stock offerings, allowing you to build wealth as you contribute to the success of our dynamic organization.
• Cutting-Edge Technology: Be at the forefront of dentistry with unparalleled business support and access to the highest quality technology, supplies, and labs. You're in the driver's seat, equipped with the tools necessary for success.

Join us on a journey where your skills are celebrated, your growth is a priority, and your impact on patients' lives is immeasurable.

You'll Need to Have:

• DDS/DMD Degree: Has 2+ years experience and possess a Doctor of Dental Surgery (DDS) or Doctor of Dental Medicine (DMD) degree, along with an active and unrestricted license in the state of Texas.
• Comprehensive Dentistry Skills: Demonstrate clinical knowledge for practicing comprehensive dentistry, showcasing your ability to diagnose and treat a wide range of oral health issues with precision and care.
• Commitment to Continuous Learning: Exhibit a strong desire to continue learning and expanding clinical skills to meet the evolving needs of patients. We foster an environment that encourages professional growth and development.
• Credentialing with Dental Insurance Plans: Ability and willingness to become credentialed with various dental insurance plans, ensuring seamless and comprehensive coverage for our patients.

Physical Requirements:

• Essential Duties Performance: Demonstrate the ability to perform essential duties satisfactorily, with or without reasonable accommodation. We are committed to providing accommodations that enable individuals with disabilities to excel in their roles.
• Versatility in Sitting and Standing: Expect prolonged periods of sitting and standing, adapting to the dynamic nature of dental practice.
• Physical Stamina: Capable of lifting and carrying up to 45 pounds when necessary, ensuring your physical stamina aligns with the demands of the role.
• Virtual and In-Person Training: Availability to attend periodic virtual training sessions (or in-person when required) throughout the year. We prioritize ongoing education to enhance your skills and keep you at the forefront of industry advancements.

At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion.  We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment. 

The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards.

By applying, you consent to your information being transmitted to the Employer by SonicJobs.
See Heartland Dental Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at

Job Title: Vice President, Luxury Engagement

Location: New York, NY or Remote

Company Overview:

Interluxe Group is the only luxury marketing platform integrating data, performance, content, creativity, experiences, and communications into one ecosystem.

Experiential Division:

Focused on creating defining moments that convert audiences into lifelong advocates. The division merges data-informed strategy, design, communications, and flawless execution to deliver immersive luxury brand experiences.

Role Overview:

The VP of Luxury Engagement will lead the department responsible for bringing ultra-high-net-worth (UHNW) and high-net-worth individuals (HNWI) into Interluxe Group’s luxury experiences, driving revenue and brand loyalty for luxury clients. This role reports to the President and Executive Chairman of the Experiential Division and carries both revenue accountability and brand integration responsibilities, including OPTIMA integration.

Core Responsibilities:

UHNWI Client & Guest Acquisition (30%)

Build and activate high-trust relationships across private banks, family offices, private aviation, yacht brokers, luxury concierge networks, and private club memberships. Develop a curated global pipeline of UHNW/HNWI clients and ensure alignment with Interluxe’s experiential positioning. Serve as a senior relationship ambassador within elite lifestyle and luxury networks. Manage infrastructure for guest acquisition, including CRM, registration platforms, and reporting.

Luxury Brand Partnerships (20%)

Identify, negotiate, and secure high-value partnerships across luxury sectors such as aviation, art, fashion, automotive, hospitality, and wealth management. Design co-branded initiatives, sponsorships, and curated events to expand access to UHNW audiences. Represent Interluxe Group in elite luxury ecosystems.

Data Intelligence & Experiential Performance (20%)

Oversee experiential data lifecycle, performance measurement, and post-event intelligence. Maintain dashboards and reporting frameworks to track event success, engagement, and commercial impact. Partner with clients to translate engagement into measurable revenue and insights for future activations.

Team Leadership (20%)

Lead and mentor a high-performing team across partnerships, guest acquisition, and concierge services. Oversee concierge operations and registration systems, ensuring seamless guest experiences. Maintain luxury ecosystem and UHNWI databases and align cross-functional teams for flawless experiential execution.

OPTIMA Integration (10%)

Lead integration of OPTIMA into experiential operations, guest acquisition, and partnerships. Identify cross-program opportunities and leverage data insights to optimize guest acquisition and experiential programming.

Candidate Profile:

10+ years in private client strategy or luxury brand alliances within wealth ecosystems. Established UHNW/HNWI networks across hospitality, private clubs, wealth management, and concierge platforms. Proven success generating multimillion-dollar partnership revenue. Experience managing teams and collaborating at C-suite/board levels. Executive presence, strong commercial acumen, and expertise in UHNW client psychology and white-glove service standards. Entrepreneurial mindset, capable of building infrastructure while driving immediate revenue results. Comfortable operating in NYC luxury ecosystem (NYC-based or remote with NYC presence preferred).

Why Interluxe Group?

Impactful work connecting iconic and emerging luxury brands with high-value audiences. Collaborative and passionate team culture. Clear professional growth pathways and mentorship. Competitive compensation, comprehensive benefits, unlimited PTO, and 401(k).

Application Instructions:

Submit a resume and cover letter reflecting experience and perspective on modern luxury marketing. Include portfolio links or case studies showcasing strategic impact. Only selected candidates will be contacted.

Diversity Statement:

Interluxe Group is an equal opportunity employer valuing diverse perspectives to fuel creativity and excellence.

The Personal Lines Risk Manager is responsible for working directly with our Wealth Managers and their clientele to provide a comprehensive insurance approach to their personal insurance needs. They will provide quotes, explain coverages, and communicate with clients to determine how we can best serve them from a personal insurance standpoint.

The Personal Lines Risk Manager has a service‐driven personality and is experienced at marketing complex personal insurance risks. They will determine appropriate markets and work directly with companies to place personal insurance plans ranging from home, auto, umbrella, collections, boats, and secondary dwellings.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Promptly address requests received from Wealth Managers, clients, and carriers regarding insurance quote status, coverage, claims, or administrative issues.
• Creates ACORD and various other company applications as needed to place coverages requested.
• Submits applications, loss runs, etc. to various markets to obtain quotes as quickly as possible.
• Reviews quotes and resolves any discrepancies directly with the underwriter and communicates final quotes to clients.
• Prepares summaries of insurance, schedules and proposals for Customers as needed.
• Confirms binding of coverage with carriers and issues binders.
• Issues Auto IDs for new business policies as needed.
• Invoices agency‐billed policies and executes premium finance agreements as needed.

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Property and Casualty Insurance Agents License in Kansas or Missouri.
• Able to market and place insurance coverage promptly and independently –
• identifies appropriate markets, submits risks for quotes, presents quotes to insured, and binds coverage as elected.
• Strong communication skills and the ability to receive, interpret, and respond to complex issues.
• An ongoing effort to obtain professional designations such as CISR, CIC.
• Strong relationship‐building skills with Wealth Managers, companies, clients, and colleagues.
• Ability to be a team player and adapt to a fast‐paced, ever‐changing work environment with a positive attitude.
• High‐level multi‐tasker

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

At Brighton Jones, we're not just looking for high performerswe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.

At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our valuesCommitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Communitydrive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.

Join our #OneTeam of 300+ passionate individuals who bring a \"How can I help?\" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.

As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.

We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.

Your Role

• Build and maintain a personal relationship with clients as the technical tax expert on their planning team
• Assist clients by attending client meetings and delivering clients tax plan
• Support the financial advisory team in tax planning related functions
• Actively participate in signing and onboarding new clients to the firm
• Lead tax client service team for compliance and tax planning
• Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
• Oversee tax projections and tax audits for clients
• Coach and develop the team through real-time and consistent feedback

Your Experience

• Bachelor's degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred
• Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
• Working knowledge of data collection, data analysis and evaluation
• Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
• Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred
• Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements
• Able to manage heavy workloads and projects, many on a time sensitive basis
• Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
• Highly motivated with ability to function well in a fast-paced environment with continued growth and development
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Our Company

We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.

At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individualityyour secret sauce!allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.

Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.

To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones's employees to perform their job duties may result in discipline up to and including discharge.

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below:

· You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters –

o Drafting and implementing robust estate plans tailored to each client's financial and personal objectives;

o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth;

o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and

o Working closely with clients' broader advisory team (financial planners, accountants) and alongside the firm's tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates.

· With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals.

· This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance).

· Elevation typically occurs in the 10th year of practice.

· Cravath-scale salary.

· Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice).

*Current experience as a trust & estate associate at an AmLaw firm is required*

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Trusts & Estates Attorney

Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.

Here are just a few of our current opportunities:

Current Opportunities Include:

Chester County, PA – Trusts & Estates Planning Associate

• Experience: 5+ years of Trusts & Estates planning
• Advise clients on estate planning, asset protection, and wealth transfer strategies
• Handle trust and estate administration matters
• Medicaid and Medicare planning experience a plus

Bucks County, PA – Trusts, Estates & Tax Attorney

This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:

• Estate planning and wealth preservation strategies
• Federal Estate, Gift, and tax planning
• Business succession planning, including transactional tax issues
• General estate planning and administration
• 4+ years of relevant experience
• LL.M. in Tax preferred

Why Consider These Opportunities?

Competitive Salaries & Lucrative Bonuses

Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)

Work with High-Net-Worth Clients

Law Firms with Excellent Reputations

Opportunities for Career Advancement & Growth

How to Apply:

If you're interested in this position, please apply to this posting or forward your resume to

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Job ID: 410475

Practice area:- Estate & Tax Planning

Estate & Tax Planning Associate Attorney (2–5 Years Experience) – Partner-Track Law Firm | Sudbury, Massachusetts

Keywords:- Estate & Tax Planning Attorney, Estate Planning Associate Attorney, Trust and Estates Attorney, Estate Planning Lawyer, Probate and Estate Planning Attorney, Sudbury legal jobs, Massachusetts attorney jobs, MA Bar required, Law firm estate planning associate, Partner-track position,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A respected and growing law firm is seeking an Estate & Tax Planning Associate Attorney (2–5 years experience) to join its client-focused estate planning practice in Sudbury, Massachusetts. This Estate & Tax Planning Attorney opportunity offers the chance to work closely with families and individuals to design comprehensive wealth transfer strategies while building long-term client relationships.

This partner-track position provides hands-on exposure to estate planning matters, including drafting sophisticated estate planning instruments and advising clients on complex family and tax considerations. Attorneys in this role benefit from a collaborative environment that values mentorship, community engagement, and long-term professional development.

Professionals seeking Sudbury legal jobs with meaningful client interaction and strategic planning responsibilities will find this Estate & Tax Planning Attorney role both rewarding and growth-oriented. This opportunity is actively interviewing candidates.

________________________________________

Key Responsibilities

• Lead initial consultations with clients to understand family goals, assets, and estate planning priorities.

• Design customized estate plans, including drafting wills, trusts, and related estate planning documents.

• Provide clear guidance to clients on estate, tax, and probate considerations.

• Serve as a trusted advisor throughout the estate planning process.

• Review completed plans with clients to ensure clarity and full understanding of legal strategies.

• Collaborate with paralegals and administrative staff to prepare estate planning documents efficiently.

• Manage estate planning matters from consultation through execution and completion.

• Oversee signing ceremonies to ensure proper execution of legal documents.

• Maintain accurate client files and communication records.

• Build relationships with referral partners and community contacts.

• Participate in firm meetings and community outreach initiatives.

• Conduct legal research to remain current on estate planning and tax law developments.

• Provide status updates to the managing attorney on ongoing matters.

• Contribute ideas and improvements to enhance estate planning workflows and client service.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• Active Massachusetts Bar required or eligibility for admission.

• 2–5 years of experience practicing as an Estate & Tax Planning Attorney or estate planning associate.

• Experience drafting wills, trusts, and related estate planning documents.

• Knowledge of probate and estate administration principles.

• Strong written and verbal communication skills.

• Ability to explain complex legal strategies clearly to clients.

• Strong interpersonal and relationship-building skills.

________________________________________

Education

• Juris Doctor (JD) from an accredited law school.

________________________________________

Certifications

• Active admission to the state bar.

________________________________________

Skills

• Ability to build strong rapport with clients and referral partners.

• Strong listening and analytical questioning skills.

• Ability to explain complex estate planning strategies in accessible terms.

• Confidence in direct client interaction.

• Ability to thrive in a small, collaborative, fast-paced legal environment.

• Professional, client-focused, and relationship-driven demeanor.

________________________________________

Culture & Firm Appeal

This opportunity is with a respected law firm known for providing personalized estate planning services to individuals and families. The firm emphasizes strong client relationships, community involvement, and thoughtful legal strategies that protect generational wealth.

Attorneys benefit from a collaborative environment with meaningful mentorship and the opportunity to develop deep client relationships. The practice is known for balancing sophisticated legal work with a supportive culture that values both professional growth and client impact.

For professionals searching for Sudbury legal jobs, this role offers the chance to work closely with clients while developing expertise in estate planning strategies. This Estate & Tax Planning Attorney role also provides the potential for long-term advancement within the practice.

________________________________________

Why This Role Is Unique

• Direct client interaction and meaningful advisory work.

• Opportunity to manage estate planning matters from consultation through execution.

• Strong mentorship and collaborative firm culture.

• Opportunity to build long-term relationships with clients and referral sources.

• Partner-track position with long-term growth potential.

• Ideal opportunity for attorneys seeking to expand their estate planning practice in a community-oriented environment.

This position rarely opens at this level and offers an excellent opportunity for attorneys seeking Estate & Tax Planning Attorney roles in Sudbury legal jobs.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.