Nationally Recognized RIA seeks multiple Estate Planning Specialists to join their expanding estate planning team and offer estate planning insights to their existing national client base.
~Positions open in FL,TX, and WA~
Work with advisors and clients to offer estate planning solutions, elder care planning and business succession planning and ensure clients' needs are met
Extensive client interface via zoom and phone meetings
Keep clients and advisors up to date on new laws, act as a subject matter expert in changes to estate planning laws, and publish white papers
Positions are open due to extensive growth
40-hour workweek, NO drafting, NO billable hours, NO new business requirements
$125K-$150K total compensation in addition to 100% paid benefits for the employee and their family
Open to candidates who are wealth strategists, trust administrators, or other professionals who have a solid amount (5+ years) of estate planning experience and desire to focus in this area
Open to different educational backgrounds and professional designations
Strong preference to attorneys with their own practice or from a smaller law firm
Experience in business succession or elder planning a big plus