Estate Planning Specialist

3 weeks ago


New York, New York, United States Altfest Personal Wealth Management Full time

Altfest Personal Wealth Management, a leading independent wealth management firm based in NYC, is seeking an experienced estate planning specialist to join its team as a subject matter expert. This role will involve partnering with financial advisors and planning specialists to provide estate planning expertise to clients.

The ideal candidate will have a deep understanding of state and federal estate laws, as well as extensive experience in preparing wills, trusts, and other estate planning documents. They will also be able to communicate complex technical information to clients in a clear and concise manner.

This is an excellent opportunity for a motivated individual to join a dynamic team and contribute to the success of our clients. We offer a competitive salary range of $120,000-$125,000, commensurate with experience, as well as a comprehensive benefits package including fully paid medical, dental, and vision plans, life insurance, and a generous 401(k) match.



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