Trust and Estate Advisor

4 days ago


Portland, Oregon, United States Beacon Hill Full time

An exciting opportunity in estate planning is available via Beacon Hill Legal, a company setting a new standard in search and career placement.

Key Highlights:

This role focuses on the creative and problem-solving aspects of estate planning, without the administrative tasks or billable hours.

A true 40-hour workweek allows for a healthy work-life balance, with no laptop or emails outside of work hours.

The position offers flexibility, with an ideal location in the Portland, Oregon area, but also options for remote work with relocation support from the company.

Responsibilities include:

Utilizing estate planning experience to provide advisory services in a non-practicing capacity.

Collaborating with clients to create personalized plans that meet their needs and goals.

Staying up-to-date with industry developments and best practices in estate planning.

We are seeking a qualified candidate with:

At least five years of experience in trust and estate planning.

A passion for working in an advisory capacity and providing expert guidance to clients.

Bachelor's degree in a relevant field, such as law, finance, or business.

Estimated salary: $120,000 - $150,000 per year, depending on experience and qualifications.

About Beacon Hill:

We are a leading provider of staffing solutions, with a commitment to delivering exceptional service and results. Our niche brands offer a range of services across various industries and specialties.

We look forward to discussing this opportunity further with a qualified candidate.



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