Private Wealth Counsel
wealth com
About this role
A Private Wealth Counsel at Wealth.com develops estate planning and transfer tax software for high-net-worth clients, leveraging advanced platform technology and providing legal expertise to support financial advisors and fiduciary experts.
Skills
Qualifications
About wealth com
wealth.comWealth.com is an AI-powered estate and tax planning platform designed for financial advisors. It unifies estate and tax planning in a single environment, enabling users to generate documents, analyze client returns, and optimize client strategies with confidence. The platform focuses on automating workflows and delivering integrated planning tools to streamline advisory practice. By centralizing planning, document generation, and analytics, Wealth.com helps advisors deliver more efficient and strategic client outcomes.
About wealth com
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$195k – $220k
per year