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Strategic Estate Planning Consultant
2 weeks ago
Stevens Foster Financial Advisors, a respected Registered Investment Advisory firm, offers integrated financial planning to high net worth clients. We seek an experienced estate planning professional to join our team.
Salary and BenefitsThe estimated annual salary for this role is $80,000+, with opportunities for supplemental pay and benefits including paid time off, health insurance, 401(k), and parental leave.
Job ResponsibilitiesWe're looking for someone who can develop strong relationships with clients, understand their goals, and design effective options to meet those objectives. The ideal candidate will have a strong understanding of estate planning documents, trusts, gift tax returns, and estate tax returns (1041s).
The successful candidate will also possess excellent communication skills, be able to manage their time effectively, and demonstrate integrity and a high work ethic.
Requirements- Experience in estate planning, financial services, or related fields
- Strong knowledge of personal financial planning areas such as investing, executive benefits, and retirement planning
- Excellent written and interpersonal communication skills
- Ability to maintain confidentiality and sensitivity of information
- Demonstrated ability to build strong relationships and present complex ideas to clients
This is a full-time position with a Monday-to-Friday schedule, with a hybrid work opportunity available after six months. The company offers a collaborative work environment, with opportunities for professional growth and development.
