Private Wealth Counsel, Wealth.com
$195-220k
Offers Equity
More information about location
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$195-220k
Offers Equity
More information about location
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 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)
What the job involves
- 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
- 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
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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