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The Estate Planning Specialist works with wealth management teams to improve client outcomes through effective estate planning analysis and techniques. The Specialist collaborates with clients’ tax and estate advisors to ensure plans are well coordinated. The Specialist serves as the estate planning subject matter expert and aims to enhance internal competency and skillsets. The Specialist also works with clients and prospects directly to help communication related to estate planning goals, accomplishments, and recommendations.
Primary Responsibilities
Requirements
Preferred
Full Time
$108k-145k (estimate)
05/31/2024
10/28/2024
heritagefinancial.net
WOBURN, MA
25 - 50
1995
Private
JAMES SCALLY
$5M - $10M
Heritage Financial Services provides financial andwealth management services.
The job skills required for Estate Planning Specialist include Planning, Financial Planning, Estate Planning, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Estate Planning Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Estate Planning Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Estate Planning Specialist positions, which can be used as a reference in future career path planning. As an Estate Planning Specialist, it can be promoted into senior positions as a Finance & Insurance Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Estate Planning Specialist. You can explore the career advancement for an Estate Planning Specialist below and select your interested title to get hiring information.