Estate Planning Specialist, Plano TX and Tampa FL
$10kECG Resources
Job Description
Job Description
Locations: Plano ,Texas | Tampa, Florida
Our firm is seeking an experienced Estate Planning Specialist to join our Financial Planning Team. In this role, you will help high-net-worth clients understand their existing estate plans, identify gaps, and explore strategies to achieve their long-term goals.
This is a client-facing position focused on education and analysis (non-legal advice), working closely with internal partners across financial planning, investments, and tax.
Key Responsibilities
- Review estate documents (Wills, Trusts, POAs, etc.) to identify risks and opportunities
- Partner directly with clients to gather and analyze estate planning information
- Educate clients on estate planning concepts and strategies
- Collaborate with Financial Planners, Investment Counselors, and Tax Managers
- Manage ongoing client and internal communications
Qualifications
- 5+ years in estate/trust planning
- Experience with complex, high-net-worth estates
- J.D. required
- Strong communication skills and ability to build trust quickly
Why Us
- 100% paid medical, dental, and vision premiums
- 50% 401(k) match
- 20 days PTO + 10 holidays
- Family support benefits, including paid caregiver leave and $10K fertility benefit
Vacancy posted 23 days ago
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