Estate Planning Professional

Experteer Overview In this role you help clients understand their estate plans and identify next steps to meet their planning goals. You'll educate clients on estate planning concepts after reviewing their documents, working closely with internal partners. You'll spot gaps or risks that may hinder goal achievement and offer insights on planning options. This position supports high-net-worth clients and has a meaningful impact on their overall financial well-being. You join a team focused on client service and collaboration to drive smart planning outcomes.

Compensation / Benefits

• Gather estate and trust documentation from clients and relevant information
• Coordinate and communicate with the Financial Planning team, Investment Counselors, and Tax Managers
• Review documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify opportunities
• Share expertise on estate planning with clients and internal partners
• Manage daily calls with clients and internal partners Tasks
• 5+ years of experience in the trust/estate planning field
• Experience working on complex estates with understanding of trusts
• Experience handling sensitive materials and information
• Experience building credibility and trust quickly Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match up to IRS maximum
• 20 days of PTO plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility and family forming support, and elder care assistance
• In-office role with potential hybrid work from home program