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Estate Planning Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: New York, NY
JOB DESCRIPTION

Job #: 47085
Title: Estate Planning Advisor
Job Location: New York City, New York - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

This position offers strong name recognition, work/life balance, and a solid career track within the firm.

JOB DESCRIPTION

Wealth Management Team at top tier National Financial Services firm seeks Estate Planning Advisor to counsel high net worth clientele and to assist in closing new trust, estate and insurance business.

The Estate Planning Advisor will counsel clients in a fee-based, fiduciary capacity with regard to sophisticated wealth planning strategies including succession planning, estate planning, insurance planning, and gift planning.

This is a front-line advisory role with a solid base salary in addition to profit and performance-based bonuses. Excellent benefits package.

Relocation is available on a case-by-case basis.

QUALIFICATIONS

The ideal candidate will have a J.D. with 5+ years experience, ideally both law firm and in-house experience.

Education:
University - JD




How to Apply:


 
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