Estate Planning Specialist

job
  • ECG Resources, Inc.
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Job Summary
Location
Camas ,WA
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
19 Dec 2024
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Job Description

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 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


~Relocation assistance available~

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