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Estate Planning Associate High-Impact, Client-Driven

EP Wealth Advisors

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

Vacancy posted 4 days ago
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