What are the responsibilities and job description for the Estate & Business Planning Specialist position at Baystate Financial?
Overview:
Join a fast-growing organization committed to solving the complex investment, tax, and estate planning needs of high-net-worth clients and businesses. We seek a highly skilled professional with deep technical expertise, strategic insights, and a consultative approach to guide clients’ long-term investment, business, and estate planning goals.
This role also includes a key educational component, requiring the training of advisors and support staff on critical issues. As an essential part of our value proposition, the Estate & Business Planning Specialist will also assist in reviewing estate and trust documents to ensure comprehensive client support.
This is a hybrid role, based in Boston, with opportunities for remote work. Candidates able to work from other Baystate Financial offices in the greater Boston area may be considered.
Principal Responsibilities:
- Provide prompt, high-quality support on technical legal and tax matters.
- Analyze and assess personal, estate, and business plans, offering strategic insights.
- Collaborate with advisors and planning support teams to develop and refine case designs.
- Develop and deliver presentations on sales strategies and tax-related topics.
- Create compelling content for marketing materials.
- Lead seminars for Baystate advisors, key influencers (such as CPAs and estate planning attorneys), and clients on relevant advanced market material.
- Clearly communicate complex financial and tax strategies in a way that is easily understood by financial advisors, clients, and their legal and tax partners.
The Ideal Candidate:
- J.D., CFP or post-graduate degree in Tax/Accounting/Finance
- Experience with business entities, business liquidations, estate settlement, complex trusts, charitable planning and/or unique asset management
- 5 years in an advanced market’s role or practicing attorney estate, business or tax background
- Excellent writing and presentation skills
- Working knowledge of insurance, annuities, and investments
