What are the responsibilities and job description for the Elder Care Planning Specialist position at ECG Resources, Inc.?
Nationally Recognized RIA seeks multiple Estate Planning Specialists to join their expanding estate planning team and offer estate planning insights to their existing national client base.
Positions open in FL,TX, and WA~
- Work with advisors and clients to offer estate planning solutions, Elder care planning and Business succession planning and ensure clients' needs are met
- Extensive client interface via zoom and phone meetings
- Keep clients and advisors up to date on new laws, act as a subject matter expert in changes to estate planning laws, and publish white papers
- Positions are open due to extensive growth
- 40-hour workweek, NO drafting, NO billable hours, NO new business requirements
- 125K-$150K total compensation in addition to 100% paid benefits for the employee and their family
- Open to candidates who are wealth strategists, trust administrators, or other professionals who have a solid amount (5 years) of estate planning experience and desire to focus in this area
- Open to different educational backgrounds and professional designations
- Strong preference to attorneys with their own practice or from a smaller law firm
- Experience in business succession or elder planning a big plus
Relocation assistance available~
Salary : $125,000 - $150,000
