Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
The Financial Services department of Allworth Financial is looking for an entry to mid level Estate Planning Specialist to add to its growing team to provide integrated financial services to our clients, including estate planning. The ideal candidate should have prior basic knowledge of the field of wills, trusts, and estate planning and should have the necessary communication skills to work directly with clients.
The Estate Planning Specialist will report to the Estate Planning Manager and will be primarily responsible for assisting the Estate Planning [Manager] with advising clients regarding estate planning matters. The position will assist financial advisors with the use of estate planning technology tools and will also assist with the management and delivery of Allworth’s estate planning offering to clients.
This is a full-time, exempt role with hybrid options in one of our primary office locations: Folsom, California/ Addison, Texas/ Cincinnati, Ohio, or Remote. The pay range for this role will be $70,000-$100,000 and is dependent on prior experience and education.
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The Estate Planning Specialist will be responsible for:
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