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Associate Attorney
Full Time | Investment Management 6 Months Ago
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EP Wealth Advisors is Hiring an Associate Attorney Near Houston, TX

EP Wealth Advisors, LLC ("EPWA") is a wealth management advisory firm with over $15 Billion in AUM as of December 31, 2021, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our Headquarter office located in Houston, TX. is hiring for an Associate Attorney. The Associate Attorney will be responsible for review of client estate plans. This position involves a fast-paced, high volume of client facing activities providing comprehensive services to existing clients, developing new business and assisting our advisors and financial planning team. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Responsibilities:

  • Prepare all estate reviews for clients. This will include reviewing documents, preparing a firm-specific summary for clients that earmarks appropriate issues, and presenting that summary in client meetings with advisors and financial planners.
  • Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning and trust tax planning.
  • Communicate with strategic partners in attorneys or law firms to facilitate the drafting of estate documents.
  • Conduct training sessions for the firm and planning team as needed.
  • Perform tasks and other duties assigned by wealth management services team.
  • Publicly represent the estate planning department through participation in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities.
  • Coordinate with the financial planning department to illustrate estate planning concepts in our financial planning software as part of the financial plan delivery.
  • Collaborate with the financial planning department on estate planning recommendations that require outside coordination with items such as the following, but not limited to: Life insurance illustrations, Business valuations, Donor advised funds, Buy-sell arrangements and funding, Business entity structure set up, Pre and post nuptial agreements, and Special needs trusts.
  • Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm's business development and client retention objectives.
  • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance.

Qualifications:

  • Juris Doctor (JD) and certified by the State Bar
  • Minimum 2 years experience in estate planning. Litigation experience is a plus
  • Working knowledge of state property tax law
  • Demonstrated knowledge of Microsoft Office and CRM software
  • Efficient and effective written and oral communication skills
  • Experience in public speaking events
  • Extremely detail oriented, exceptional follow through, reliable
  • Ability to maintain positive attitude, self-motivated, ethically sound judgement
  • Excellent client relations skills with ability to apply problem solving skills, and communicate solutions
  • Strong interpersonal skills, ability to work well with all levels of the firm and within a very fast-paced, collaborative environment
  • Ability to work independently and exercise discretion without direct and immediate supervision
  • Minimal travel required

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays
  • 3 weeks (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program
  • Complimentary Food and Snacks

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

POST DATE

09/02/2022

EXPIRATION DATE

11/30/2022

WEBSITE

epwealth.com

HEADQUARTERS

TORRANCE, CA

SIZE

50 - 100

FOUNDED

2004

TYPE

Private

CEO

PATRICK G GOSHTIGIAN

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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About EP WEALTH ADVISORS

EP Wealth Advisors is an investment manager that provides wealth advisory and financial planning services to individuals.

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The job skills required for Associate Attorney include Problem Solving, Planning, Initiative, Estate Planning, Life Insurance, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Attorney. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Attorney. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Associate Attorney positions, which can be used as a reference in future career path planning. As an Associate Attorney, it can be promoted into senior positions as an Attorney II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Attorney. You can explore the career advancement for an Associate Attorney below and select your interested title to get hiring information.

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If you are interested in becoming an Associate Attorney, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Associate Attorney for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Associate Attorney job description and responsibilities

Associate attorneys typically work for law firms, or private practices.

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Most associate attorneys work at law firms or government agencies, supervised by more experienced personnel.

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Associate attorneys are early career lawyers who work for law firms to gain experience and hone their skills after completing law school and passing the bar exam for their state.

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The associate attorney provides updates and regularly consults with senior associates.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Associate Attorney jobs

Not just about the status of the case, but about the client’s options at each stage of the case and the risks and rewards associate with each option.

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Celebrate Success and Learn to Deal With Failures.

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“Do not study hard, but study wisely”.

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Focus On Collaboration, Not Just Cooperation.

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Creation of billable time entries that convey the forward movement of the case with the client and the team.

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Step 3: View the best colleges and universities for Associate Attorney.

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