Estate Planning Specialist, Plano TX and Tampa FL
On-site · Tampa, Florida, United States or Plano, Texas, United States
Tampa, Florida, United States or Plano, Texas, United StatesOn-siteFull TimeMid LevelDoctorate Or Professional DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Doctorate Or Professional Degree
Company size
Unknown
Job Summary
Estate Planning Specialist who reviews Wills, Trusts, POAs, and related documents to identify risks and opportunities; partners with clients to gather and analyze estate planning information; educates clients on estate planning concepts and strategies; collaborates with Financial Planners, Investment Counselors, and Tax Managers; manages ongoing client and internal communications; non-legal advisory role for high-net-worth clients.
Required Qualifications
- 5+ years in estate/trust planning
- Experience with complex, high-net-worth estates
- J.D. required
- Strong communication skills and ability to build trust quickly
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