Job Description
At TRPG, an affiliate of Cetera Financial Group, Inc., through which employment and related benefits for this position are offered, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are seeking a highly motivated and experienced Estate Planning Manager to lead the development and oversight of our estate planning offering. This role is responsible for creating, implementing and managing an estate planning program as part of our comprehensive wealth management services. This role will focus on providing clients with tailored estate planning solutions while working closely with our wealth and tax advisors to ensure seamless integration with our clients' broader financial goals. Our ideal candidate would be located in or around Leawood, KS, hold a JD (Juris Doctorate) degree, and have prior experience in Estate planning.
What you will do:

• Develop and launch the estate planning department, including service offerings, client onboarding processes and internal workflows.
• Facilitate estate planning advice to individuals and families, including strategies for wealth transfer, charitable giving and asset protection.
• Work closely with wealth managers, legal professionals and tax advisors to create integrated estate plans that align with clients' overall financial strategies.
• Ensure that all estate planning services comply with legal, tax and financial regulations, and keep up to date with evolving legislation.
• Cultivate strong client relationships through regular communication, reviews of estate plans and proactive updates.
• Provide ongoing training and support to wealth managers and staff on estate planning concepts and strategies, enabling them to identify opportunities for client engagement.
• Drive revenue generation by promoting estate planning services to existing and prospective clients, and identifying cross-selling opportunities within the wealth management practice.
• Report to senior leadership on key performance indicators, adoption rates and client satisfaction.

What you need to have:

• JD (Juris Doctorate) degree required
• Minimum of 5 years of estate planning experience and 2 years in a leadership role
• Deep knowledge of estate planning, tax strategies, trusts, charitable planning and asset protection
• Excellent communication and interpersonal skills, with a client-focused mindset
• Successful track record of building solutions from the ground up
• Proficiency in estate planning software and financial management tools
• Strong understanding of the wealth management industry and regulatory environment

Compensation:
The base annual salary range for this role is $115,000 - $130,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group and TRPG:
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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