Estate Planning Specialist

4 days ago


FL United States ECG Resources, Inc. Full time
Nationally Recognized RIA Seeks Estate Planning Experts

We are seeking experienced Estate Planning Specialists to join our expanding team and provide estate planning insights to our national client base.

Positions open in FL, TX, and WA

Key Responsibilities:
  • Collaborate with advisors and clients to develop estate planning solutions and ensure client needs are met
  • Engage in extensive client interface via Zoom and phone meetings
  • Stay up-to-date on new laws and regulations, serving as a subject matter expert in estate planning and publishing white papers
  • Contribute to the growth of our estate planning team
  • Enjoy a 40-hour workweek with no drafting, billable hours, or new business requirements
  • Benefit from a total compensation package of $125K-$150K, including 100% paid benefits for the employee and their family
  • Open to candidates with 5+ years of estate planning experience and a desire to focus in this area
  • Strong preference for attorneys with their own practice or from a smaller law firm
  • Experience in business succession or elder planning is a significant plus

Relocation assistance available



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