609-452-0889 877-623-2266

About You 

  • Juris Doctor (JD) Degree. 
  • 2-4 years of estate planning experience. 
  • Excellent interpersonal and communication skills; team-oriented. 
  • Knowledge of estate planning, legal strategies, and financial concepts. 
  • Clean professional, disciplinary record. 
  • NJ Bar admission in practicing state (NY, PA, FL or NV is a plus) 

About Shah & Associates, P.C. & OMNI 360 Advisors LLC 

  • Shah and Associates PC is a law firm specializing in estate planning. Omni 360 Advisors LLC is a dynamic team of professionals including attorneys, accountants (CPAs & EAs), financial advisors (CFP®s and CFA®s) & support staff. 
  • Committed to integrated legal, financial, and tax solutions. 
  • Emphasizes technology, strong communication, and community engagement. 
  • Located in Plainsboro, New Jersey; serves a global clientele. 

About the Position 

  • Existing mastery, or strong desire to develop mastery in estate planning strategies and legal instruments. 
  • Develop, edit, and present comprehensive estate plans. 
  • Create personalized estate strategies for clients. 
  • Lead client communications and meetings independently. 
  • Understand fundamentals of asset alignment and trusts & estate law. 
  • Record client interactions diligently in CRM platform. 
  • Serve as primary contact for client estate planning needs. 
  • Collaborate for quality service delivery. 
  • Assist in strategic planning and support firm’s priorities. 
  • Availability for in-person and virtual client meetings. 
  • Full-time position with health benefits and 401(k). 

Our Hiring Process & Timeline  

  • Interviews expected to begin on a rolling basis   
  • Start date flexible 
  • If you would like to apply, please email your resume and cover letter to Neel Shah 
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