Estate Planning Specialist
3 weeks ago
We are seeking a highly skilled Estate Planning Specialist to join our team at JG Wealth Management. This is an excellent opportunity for a Tax and Wealth Manager to leverage their expertise in estate planning, tax management, and financial planning to help clients achieve their goals.
The successful candidate will have a strong background in law, finance, and taxation, with a minimum of 3 years of experience in estate planning. They will be responsible for providing expert advice on estate planning, tax management, and financial planning to high-net-worth individuals and families.
In this role, you will work closely with our wealth management team to develop customized plans that meet the unique needs of each client. You will also be responsible for identifying opportunities to grow our business and developing strategies to increase revenue.
Key Responsibilities:
- Developing and implementing comprehensive estate plans for high-net-worth individuals and families
- Providing expert advice on tax management and financial planning
- Working closely with our wealth management team to develop customized plans
- Identifying opportunities to grow our business and developing strategies to increase revenue
- Staying up-to-date with changes in laws and regulations affecting estate planning and taxation
Requirements:
- JD or equivalent degree
- CPA/LLM in tax or related field
- Minimum 3 years of experience in estate planning
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Salary: $120,000 - $180,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including health insurance, retirement plan, and paid time off.
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