Estate Planning Specialist - Florida, Texas, Washington - ECG Resources

Nationally Recognized RIA seeks multiple Estate Planning Specialists to join their expanding estate planning team and offer estate planning insights to their existing national client base.

                                         ~Positions open in FL, TX, and WA~

• Work with advisors and clients to offer estate planning solutions and ensure clients' needs are met
• Extensive client interface via zoom and phone meetings
• Keep clients and advisors up to date on new laws, act as a subject matter expert in changes to estate planning laws, and publish white papers
• Positions are open due to extensive growth
• 40-hour workweek, NO drafting, NO billable hours, NO new business requirements
• $125K-$150K total compensation in addition to 100% paid benefits for the employee and their family
• Open to candidates who are wealth strategists, trust administrators, or other professionals who have a solid amount (5+ years) of estate planning experience and desire to focus in this area
• Open to different educational backgrounds and professional designations
• Strong preference to attorneys with their own practice or from a smaller law firm
• Experience in business succession or elder planning a big plus

                                           ~Relocation assistance available~