Job #: 6184
Title: Senior Estate Planning Strategist
Job Location: Portland, Oregon - United States
Salary: $150,000.00 - $280,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes
WHY IS THIS A GREAT OPPORTUNITY?
Senior Estate Planning Strategist - Top Tier Financial Services Firm - Portland, OR
Wealth Management Team at a Top Tier Financial Services Firm seeks an experienced Estate Planning Strategist to advise high net worth clientele (10mm-100mm) in Chicago.
This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package.
Relocation assistance is available on a case by case basis. JOB DESCRIPTION
The Estate Planning Strategist will counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters and business succession planning. In addition, the Strategist will work closely with the trust and investment teams to ensure the client is surrounded with subject matter experts in all areas of holistic wealth management. Extensive client contact and networking with industry peers in the T&E legal community. QUALIFICATIONS
This position requires a J.D. and 10+ years` experience at a law or financial services firm. The role offers work/life balance and a solid career track within the firm.
University - JD
How to Apply: