Director of Trust & Estate Planning - Springfield, MO

Share More Like This Salary Not Available Position range in Springfield, MO Metropolitan Statistical Area $47k

• $104k Per Year Director of Estate Planning Services
• Springfield, MO (Employer Name Not Available)

Occupation:

General and Operations Managers

Location:

Springfield, MO

• 65810 Positions available: 1 Job #: 3889

Source:

Advisor Employee Services

Posted:

04/01/2026

Web Site:

www.aesplacement.com

Job Type:

Full Time (30 Hours or More) Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Schedule Full Time Job Description Help for Job Description. Opens a new window.

Position:

Director of Estate Planning Services Firm:

Gregory Financial Location:

Springfield, MO Overview:

Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Gregory Financial, located in Springfield, MO is seeking to add a Director of Estate Planning Representative to our team!

Our Mission:

"We simplify estate planning, so clients gain peace of mind-quickly and affordably." What you'll do:

• Develop new business and nurture existing client relationships
• Accessing and contacting over 200 + existing client households
• Guiding clients through the Wealth.com process
• Managing timelines and ensuring completion of plans
• Coordinating signing and document execution
• Preparing concise summaries for advisor review
• Maintain accurate records and workflow using CRM
• Stay current on insurance regulations, products and industry trends

What We're Looking For:

• Experience in documentation-heavy roles (paralegal, financial, compliance) preferred
• Values precision, completion and client confidence
• Strong organizational skills and ability to manage processes end-to-end
• Attentive to detail and effective communicator
• Driven by performance-based compensation and independent work environment

Bonus Points:

• Enjoy guiding clients step-by-step through structured processes
• Take ownership of outcomes rather than waiting for direction
• Experience with estate planning platforms (Wealth.

com) preferred not required

What You'll Get:

Pay & Perks:

Recoverable Draw:

$1,000/month This is an advance against commissions, not a salary.

Commission:

30% per completed plan

• Income scales with volume and referrals (potential $69,000
• 102,000 + in first year) This role is earnings-based rather than salaried, providing substantial income potential.

You'll engage with our established client base, benefit from continual marketing support, and earn a percentage of revenue for every estate plan you complete.

Schedule:

• Monday
• Friday (hours will vary
• 40-hour work week) Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.

We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com Apply for this Position