Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning Associate — High-Impact, Client-Driven

EP Wealth Advisors, Inc

EP Wealth Advisors, Inc in Denver, Colorado is seeking an Associate Estate Planner to review client estate plans and offer advisory services. The ideal candidate will hold a Juris Doctor (JD) and have at least 2 years of experience in estate planning with solid organization and communication skills. This role involves preparing estate reviews, collaborating with clients and attorneys, and supporting the firm's estate planning department through various initiatives. A positive attitude and attention to detail are essential. EPWA offers comprehensive benefits and a supportive work environment. #J-18808-Ljbffr EP Wealth Advisors, Inc

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Associate — High-Impact, Client-Driven in Denver, CO vacancy
  • $235k - $260k

    Holland & Knight’s Denver office is seeking a highly qualified junior Real Estate Associate with 2-3 years of substantive experience. This position offers a unique opportunity for top-tier work, direct client exposure, and meaningful responsibility within a collaborative... 
    Suggested
    Work at office

    Morgan, Lewis & Bockius LLP

    Denver, CO
    4 days ago
  • $65.5k - $81.95k

     ...analytical and problem-solving skills. The ideal candidate will communicate effectively and work collaboratively with team members and clients. The role offers competitive compensation, inclusive of a salary range from $65,500 to $81,950, along with various benefits... 
    Suggested

    Ryan LLC

    Denver, CO
    1 day ago
  • $100k - $130k

    A law firm in Denver is seeking an Associate Attorney with 3-5 years of experience in estate planning and probate & trust administration. The role requires managing...  ...drafting legal documents, and providing guidance in client meetings. Ideal candidates will have a J.D. and... 
    Suggested
    Remote job

    Osterman Law Firm P.C.

    Denver, CO
    1 day ago
  •  ...based in Denver, Colorado, is looking for a highly skilled financial planner. The ideal...  ...planner will focus on increasing their financial planning and investment knowledge while ensuring top-notch advisory services to clients, always putting their interests first. The... 
    Suggested
    Work at office

    Corient Private Wealth LLC.

    Denver, CO
    2 days ago
  • $78.3k - $151k

     ...services firm in Denver is seeking a financial services professional to support Senior Wealth Advisors. The candidate will provide client support, advise on investment strategies, and participate in business development. A Bachelor's degree in Accounting, Finance, or a... 
    Suggested
    Flexible hours

    CliftonLarsonAllen

    Denver, CO
    18 hours ago
  • $10k

    Job Description In our world, “high ticket” is anything with a price point of about $10k or above. We firmly...  ...that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for our clients. Think of a lead generation based marketing agency…... 
    Remote job
    Full time
    For contractors
    Monday to Friday
    Flexible hours
    Night shift

    The WFS Group

    Denver, CO
    9 hours ago
  •  ...High Ticket Sales Closer Remote | 100% Commission Close big deals. Earn big rewards...  ...We're looking for confident, results-driven High Ticket Sales Closers to join our team...  ...persuasively Handle objections and guide clients to make informed purchasing decisions... 
    Remote work
    Flexible hours

    Rustman Agency

    Aurora, CO
    18 hours ago
  •  ...Mortgage (NMLS: 4190) seeks a charismatic and high-energy Lead Generation Specialist to...  ...extensive calls to connect with potential clients. Ideal candidates have a vast network and...  ...earning potential. With support from a driven team and over 20 years of industry experience... 
    Remote job

    Satori Mortgage (NMLS: 4190)

    Aurora, CO
    18 hours ago
  • $75k - $95k

    Client Strategist About Us Breef is the leading platform for brands to find their next...  ...to join a great team and make an impact within a high-growth startup. Responsibilities Welcome...  ..., client onboarding, and project planning calls. Serve as a marketing expert for... 
    Remote work

    Breef

    Denver, CO
    4 days ago
  • $365k - $420k

    Holland & Knight LLP in Denver is seeking a junior Real Estate Associate with 5-7 years of experience. This role offers the chance to work on high-tier real estate transactions, with direct client exposure and responsibility. Candidates should have a J.D. and a good understanding... 

    Holland & Knight LLP

    Denver, CO
    18 hours ago
  •  ...business partner through our Castle High Value and EXL Risk Control...  ...services to support our clients' underwriting processes. EXL delivers...  .... Experience in real estate, insurance, inspection, construction...  ...opt out will not negatively impact your opportunity for... 
    Remote job
    For contractors
    Work at office
    Work from home

    EXL Service

    Denver, CO
    3 days ago
  •  ...fast-growing global real estate brokerage powered by technology and driven by people. Since our founding...  ...opportunity to make an impact by supporting Real’s...  ...Education & Experience: High School Diploma or equivalent...  ...for our agents and their clients. Move Fast with Purpose:... 
    Work at office
    Local area
    Monday to Friday

    Real

    Denver, CO
    2 days ago
  •  ...and cultivate relationships with ultra-high net worth clients. The ideal candidate should have over...  ...a consultative approach to financial planning and expertise in fiduciary services. Embrace...  ...dedicated team, and make a meaningful impact within the community. #J-18808-Ljbffr... 

    Northern Trust

    Denver, CO
    3 days ago
  • Satori Mortgage is looking for a high-energy Lead Generation professional who thrives on connection and is driven to achieve sales success. This remote position requires an unstoppable approach to sourcing leads, with expectations of making a high volume of calls and visiting... 
    Remote job

    Satori Mortgage

    Aurora, CO
    18 hours ago
  • Satori Mortgage (NMLS: 4190) is seeking a high-energy Lead Generator for a remote position. The ideal candidate is charismatic, has a...  ...with comprehensive support to close leads successfully. If you are driven by results and ready for a challenging but rewarding hustle,... 
    Remote job
    Weekend work
    Afternoon shift

    Satori Mortgage (NMLS: 4190)

    Englewood, CO
    1 day ago
  • $240k - $390k

    A leading law firm is seeking a junior to mid-level Real Estate Finance Associate to manage significant commercial real estate finance transactions. The role requires 2-6 years of relevant experience, a JD from an accredited law school, and active bar admission. Successful... 

    The People Of: Professional Services

    Denver, CO
    4 days ago
  • $135k - $148k

     ...people look forward and plan for the best life...  ...Transamerica Asset Management, high performance, innovative...  ...fundamental, research-driven active management....  ...right solutions to our clients’ needs. We provide active...  ...seeks to have a positive impact by addressing critical... 
    Worldwide

    Aegon Asset Management

    Denver, CO
    18 hours ago
  • A Premier Business Consulting Firm in Colorado seeks a Business Coach/Consultant to help business owners achieve greater profitability. This role offers a commission-based compensation structure, with potential earnings exceeding $200 per hour. Ideal candidates should have...
    Hourly pay
    Remote work

    Transworld Prospere

    Denver, CO
    1 day ago
  •  ...meet the needs of our clients and members. Our leadership...  ...and sustaining high-performing teams, getting...  ...ideally within a Health Plan or Pharmacy Benefit...  ...skills that help drive data driven decisions strongly...  ...medical conditions that may impact their ability to work... 
    Full time
    Part time
    Work at office
    Local area
    Work from home
    Home office
    2 days per week

    Blue Shield Of California

    Littleton, CO
    3 days ago
  • $70k - $80k

     ...world's leading brands. We give clients access to near real-time...  ..., we offer a career with real impact, endless growth opportunities...  ...compelling, insight-rich and data-driven strategies that inspire creative...  ...Solid presentation skills. High level of intellectual... 
    Work at office
    Local area
    Immediate start
    Flexible hours

    Flywheel Digital

    Denver, CO
    2 days ago
  • Sr. Wealth Strategist/ Client Development Sales Executive...  ...and execution of our goals-driven approach to wealth management planning. With the support of our...  ...* You’ll work with ultra high net worth(UHNW)...  ...attorneys) on the benefits of estate planning services, utilizing... 
    Local area
    Flexible hours

    Northern Trust Corp

    Denver, CO
    3 days ago
  • A top-tier consulting firm is seeking a Business Strategy Consultant to engage directly with C-suite executives, addressing complex business challenges. This role involves leading teams, conducting thorough analyses, and presenting insights to senior stakeholders. Ideal...
    Full time

    TEEMA Solutions Group

    Denver, CO
    18 hours ago
  • $365k - $420k

     ...Knight’s Denver office is seeking a highly qualified junior Real Estate Associate with 5-7 years of substantive...  ...candidate seeking top-tier work, direct client exposure, and meaningful responsibility...  ...and senior attorneys on high‑impact transactions on a robust national platform... 
    Work at office
    Relocation

    Holland & Knight LLP

    Denver, CO
    1 day ago
  • $80k - $90k

     ...unabashedly competitive and driven by a relentless pursuit...  ...a collaborative and high‑performing environment....  ...’re looking for a Real Estate Specialist III to...  ...clear communication with clients, vendors, and internal...  ...team member to make an impact. What You’ll Do Identify... 
    For subcontractor
    Work at office
    Local area

    Smartlink Group

    Denver, CO
    18 hours ago
  •  ...Commercial Real Estate Broker Join the...  ...values that drive real impact: we listen first,...  ..., relationship-driven leads instead of cold...  ...existing business clients. Client...  ...tools Industry association memberships A culture...  ...ready to build a high-impact, high-performance... 
    Local area

    Prospere Companies

    Denver, CO
    1 day ago
  • $75k - $150k

     ...hiring a Licensed Real Estate Listing Agent (Spanish-...  ...join our fast-growing, high-performance team....  ...oriented Coachable, driven, and results-focused...  ...Deliver a high-level client experience from consultation...  ...with both income and impact . Apply Today... 
    Full time
    Local area
    Immediate start

    EmpowerHome Team - Colorado

    Denver, CO
    a month ago
  •  ...and make positive impacts on the lives we touch...  ...Multi-Family Real Estate.**Culture:** Companies...  ..., Service, Results-driven, Experience-centric...  ...specific marketing plans, and special...  ...courteously to resident and client/owner concerns and...  ...:Education: High School Diploma or GED... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Weekend work

    Liverangewater

    Denver, CO
    4 days ago
  • $75k - $150k

     ...’s Agent – Ready-to-Go Clients, Real Opportunity, Big...  ...Are you a licensed real estate agent who’s passionate...  ...fast and looking for a driven, relationship-focused buyer...  ...your growth A fun, high-performance team...  ...with both income and impact . Apply Today... 
    Full time
    Local area
    Immediate start

    EmpowerHome Team - Colorado

    Aurora, CO
    a month ago
  • Real Estate Associate Attorney (1-5 Years) - Commercial Transactions | Am Law...  ...with sophisticated clients while gaining early responsibility in a collaborative, high-performing environment. This...  ...benefit from a social, team-driven environment where mentorship... 

    BCG Attorney Search

    Denver, CO
    1 day ago
  • An innovative real estate brokerage is seeking passionate agents to redefine the home-selling experience. Join a dynamic team that provides high-quality seller appointments and unique client products designed to enhance your success. Enjoy competitive commission structures... 

    Orchard

    Denver, CO
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning Associate — High-Impact, Client-Driven. Be the first to apply!