Estate Planning Specialist
3 weeks ago
Nationally Recognized RIA Seeks Estate Planning Experts
ECG Resources, Inc. is expanding its estate planning team and seeking experienced professionals to offer estate planning insights to their national client base.
- Collaborate with advisors and clients to provide 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 serve as a subject matter expert in changes to estate planning laws, publishing white papers
- Positions available due to significant growth
- 40-hour workweek, no drafting, no billable hours, no new business requirements
- Total compensation: $125K-$150K, plus 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
- Consideration given to professionals with business succession or elder planning experience
- Strong preference for attorneys with their own practice or from a smaller law firm
Relocation assistance available
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