Are you passionate about helping others with their financial planning? Do you enjoy collaborating with experts like CFPs, attorneys, CFAs, and CPAs? Join our Wealth Management Services team to provide comprehensive estate and philanthropic planning for high-net-worth clients, helping advisors deliver exceptional financial advice.
Key Responsibilities
- Review and summarize clients' current estate plans.
- Collect and analyze data on clients’ wealth transfer goals.
- Provide new strategies and observations for estate and philanthropic planning.
- Prepare and present Estate & Philanthropic Plans to advisors and clients.
- Research ad-hoc estate and philanthropic planning questions.
- Stay informed on complex estate and philanthropic planning concepts and law changes.
- Educate advisors on contemporary estate and philanthropic planning techniques.
Requirements
- Juris Doctorate.
- 7+ years of experience in trust and estate planning or wealth management.
Job Type: Full-time
Pay: Up to $230,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Work setting:
Experience:
- trust and estate planning, or wealth management: 7 years (Required)
License/Certification:
- Juris Doctorate (Required)
Ability to Commute:
Work Location: In person