Position Title: Estate Planning Specialist

Locations: Plano, TX

Client facing professional role so first 6 months in office M-F full time, after 6 months: 75 days a year to use from work from home

Reporting to: Estate Planning Team Leader

Base Salary: $100,000 - $130,000 per year (DOE)

Responsibilities:

• Collaborate with high-net-worth clients to collect estate and trust documentation and pertinent planning information.
• Liaise with the Financial Planning team, Investment Counselors, and Tax Managers to ensure comprehensive estate planning strategies.
• Review and analyze various legal documents including Wills, Trusts, Powers of Attorney, and Living Wills to identify opportunities for enhancing clients' estate plans.
• Educate clients and internal stakeholders on estate planning concepts, strategies, and implications.
• Conduct daily calls with clients and internal partners to address inquiries and provide expert guidance.

Qualifications:

• 5+ years of experience in the trust/estate planning field.
• Proficiency in handling complex estates and trusts.
• Demonstrated ability to handle sensitive information with discretion and integrity.
• Strong interpersonal skills with the ability to establish credibility and trust quickly.
• Excellent written and verbal communication skills.

Selling points:

• No billable hours
• No selling
• No building a book of business or
• No admin work
• They will pay for CLE’s

Benefits:

• Competitive base salary with eligibility for a discretionary bonus based on performance.
• Comprehensive benefits package including 100% paid medical, dental, and vision premiums for you and your dependents.
• 50% 401(k) match up to the IRS maximum.
• Generous PTO policy including 4 weeks of PTO plus 10 paid holidays.
• Family support programs such as Paid Primary Caregiver leave, adoption assistance, and back-up child care.