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Wealth.com
New York, United States
Source: Wealth.com careers · View original posting
From Wealth.com's posting. “We” and “our” refer to the employer.
Wealth.com is the industry’s leading AI wealth management platform, empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we create a seamless experience that sets us apart.
A key reason behind our position as the #1 estate planning platform is our team.
Our people thrive in a collaborative, supportive culture that encourages innovation and makes
Wealth.com a place where people genuinely enjoy working.
Wealth.com is certified as a Great Place to Work for 2026 and was named one of America’s Greatest Startup Workplaces 2026 by Newsweek, earning a five-star rating alongside companies including Anthropic, Harvey, and Perplexity.
We are seeking a Paralegal to join our team and work directly alongside our Associate Counsel and senior legal staff. This role is designed for an experienced estate planning paralegal with a strong working knowledge of transfer taxes — gift, estate, and generation-skipping — who wants to apply that expertise inside a fast-moving fintech startup.
You'll serve as the first line of support for advisor and customer questions with a legal or tax component, helping to triage, research, and resolve inquiries while partnering with counsel on more complex matters.
This is an ideal role for a paralegal who has spent meaningful time in a trusts and estates practice, understands the mechanics of wealth transfer planning, and is excited about leveraging technology to scale how that expertise gets delivered.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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