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Wealth Management Lawyers

Experience, Skills, and Personality Traits

Wealth management associates need a minimum of three to five years of experience with a major law firm, bank, securities regulator, or broker/dealer. Chief legal officers need seven to 10 years of experience.

Successful wealth management lawyers should have excellent problem-solving and analytical skills, confidence, the ability to multitask in a fast-paced work environment, keen business/legal judgment, strong communication skills, and organizational and problem-solving ability.

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