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
