Advanced Planning Wealth Advisor
3 days ago
At Cain Watters & Associates, we are seeking a highly skilled Advanced Planning Wealth Advisor to join our team. As a key member of our estate planning team, you will be responsible for working with clients to ensure their assets are dispersed according to their wishes and that debts are paid.
Key Responsibilities:- Discuss clients' end-of-life needs and the assets and debts that will make up their estate.
- Advise and proactively plan with clients on how best to administer their wealth, including trust funds, planning for incapacity, and advanced medical directives.
- Review documents associated with clients' last will and testament, insurance policies, unpaid bills, and any trust funds.
- Carry out clients' final wishes within the scope of the law, distributing property, paying debts, and beginning the process of administering any trust monies.
- Bachelor's degree in finance, accounting, or management.
- Financial Planning and Estate Planning Certification is required.
- 10 years of experience in estate planning.
- Experience in financial planning is vital, as well as strong communication skills and legal knowledge.
- Analytical thinker and good listener.
- In-depth understanding of tax law, life insurance processes, and probate.
- Knowledgeable about applicable inheritance, tax, and debt law, as well as understanding how various types of insurance and trust funds operate.
- Empathetic and capable of establishing trust with others.
- Competitive salary: $150,000 - $180,000.
- Employer-paid medical, short-term disability, accident, life, and AD&D insurance.
- Dental and vision insurance.
- Unlimited PTO.
- Firm-paid holidays, including an extended winter break.
- Safe harbor 401(k) plan.
- Generous employer HSA contributions.
- Employer-paid professional dues, licenses, and renewals.
- Continuing education resources.
- Family planning assistance program and paid parental leave.
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