Wealth Management ATTORNEY (Bridgewater)

Overview We are seeking an NJ-barred attorney to join our established and growing retirement planning and registered investment advisory firm in a highly client-facing planning role. This is not a traditional law firm position. The attorney will work directly with clients, collaborate closely with financial advisors, and play an active role in our educational seminar program — a core driver of our firm’s growth. The ideal candidate is comfortable engaging clients, presenting in group settings, and delivering substantive legal work within a structured, team-based environment. The role supports both our Manalapan and Bridgewater, NJ offices and is fully in-office.

Core Responsibilities Client Engagement & Advisory Meet directly with clients and couples in a conference-room setting Provide legal guidance as part of integrated retirement and wealth planning strategies Collaborate closely with advisors on estate, asset protection, and legacy planning matters Support post-seminar consultations and planning conversations Educational Seminar Participation Actively participate in our educational dinner seminar program (we host 2–3 seminars per week across our locations) Present segments, engage in Q&A, and interact with attendees at tables Represent the firm confidently in a public-facing capacity While not expected at every seminar, regular participation is a meaningful component of this role