Wealth Planning Consultant

Do you have a wealth of experience in estate and trust planning? Are you adept at educating clients about complex financial concepts? Join our team as a Wealth Planning Consultant and make a meaningful impact on our clients' lives.

The Role:

• Assist high-net-worth clients in gathering estate and trust documentation
• Collaborate with our Financial Planning team, Investment Counselors, and Tax Managers
• Evaluate various estate planning documents to identify opportunities for clients
• Provide expertise and guidance on estate planning to clients and internal partners
• Manage daily calls with clients and internal partners

Your Qualifications:

• 5+ years of experience in estate and trust planning
• Expertise in handling complex estates and trusts
• Proven ability to build credibility and trust with clients

Why Join Us:

• Comprehensive benefits package including 100% paid medical, dental, and vision premiums
• Generous 401(k) match and 20 days of PTO
• Family support programs and other wellness benefits
• A supportive, inclusive company culture and growth opportunities

We are an equal opportunity employer dedicated to investing in our employees and our clients' future.