Estate Planning Specialist

5 days ago


Providence, Rhode Island, United States Wright Staffing Source Full time

Are you looking for a challenging and rewarding career as an Estate Planning Specialist? Wright Staffing Source is seeking a highly skilled professional to join our team. In this role, you will work closely with high-net-worth clients and corporate fiduciaries to provide expert advice on estate planning and administration.

The estimated annual salary for this position is around $150,000/year. If you have a passion for helping individuals and families plan for their financial futures, we encourage you to apply.

  • Develop and implement comprehensive estate plans that meet the unique needs of high-net-worth clients.
  • Analyze and recommend tax planning strategies to minimize estate, gift, and generation-skipping transfer taxes.
  • Collaborate with paralegals, financial advisors, and colleagues to deliver exceptional client service.

You will have the opportunity to stay up-to-date with the latest developments in tax laws and estate planning legislation, and represent the firm in client meetings and presentations on estate planning topics.



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