Advanced Planning Wealth Advisor

1 week ago


Frisco, Texas, United States Cain Watters & Associates Full time
Job Summary

Cain Watters & Associates is seeking a highly skilled Advanced Planning Wealth Advisor to join our team. As an Advanced Planning Wealth Advisor, you will be responsible for working with clients to develop and implement comprehensive estate plans that meet their unique needs and goals.

Key Responsibilities
  • Develop and implement estate plans that include wills, trusts, powers of attorney, and other documents as needed.
  • Work with clients to identify and address potential estate planning issues and opportunities.
  • Provide ongoing support and guidance to clients as their estate plans evolve over time.
  • Stay up-to-date on changes in estate planning laws and regulations and communicate these changes to clients as needed.
  • Collaborate with other professionals, such as attorneys and accountants, to ensure that clients' estate plans are comprehensive and effective.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • Financial Planning and Estate Planning Certification is required.
  • 10 years of experience in estate planning.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Benefits
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


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