Senior Estate Planning Professional
$105k - $130kLHH
A nationally recognized financial institution is hiring a Senior Estate Planning Professional to support ultra‑high‑net‑worth clients ($50M–$100M) . You’ll join a team of 12 EP professionals and serve as the SME in client meetings, guiding and educating clients about their estate plans (without giving legal advice). Key Responsibilities: Sit in on client meetings as the estate planning SME Review complex estate planning documents (wills, trusts, probate avoidance, generational trusts, SNTs, Medicaid planning, business succession, charitable planning, advanced gifting) Gather documents, identify gaps, and help clients understand their planning options Partner with Investment Counselors (like Financial Advisors) What You Bring: 10+ years of complex EP work strongly preferred Experience supporting clients with $500K+ net worth (UHNWI experience a plus) Initial 90 days 100% onsite; hybrid afterward Hybrid: 75 WFH days/year (prorated in year 1), max 12/month, no 5-day blocks $105–130K base + defined bonus ($25–35K annually) 100% employer‑paid medical/dental/vision for employee & dependents 20 PTO days + 10 paid holidays (additional PTO after year 5) Open, collaborative workspace with private offices available #J-18808-Ljbffr LHH
Vacancy posted 3 days ago
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