Estate Planning Professional

ECG Resources, Inc.; Tampa (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

40-hour workweek

Fully paid benefits

Job summary

ECG Resources, Inc. seeks an experienced Estate Planning Professional to support clients' estate planning needs. This role blends technical review with client education and collaboration across the firm to connect estate details with a broader financial picture.

No JD is required, and there are no sales or billable-hour requirements. The position offers a 40-hour workweek, fully paid benefits, and opportunities for long-term growth and advancement.

Qualifications

• 5+ years of experience in estate planning, trust planning, wealth planning, fiduciary services, or a closely related field.
• Strong working knowledge of estate planning documents, trusts, and wealth transfer concepts.
• The ability to explain technical information clearly and comfortably.
• Experience applying estate planning knowledge to individual and family circumstances.
• No JD required

Responsibilities

• Review estate planning documents and trust structures to identify potential gaps and planning considerations
• Help clients understand estate and trust planning concepts and how they relate to their goals
• Collaborate with wealth management colleagues to integrate estate planning considerations into broader financial plans
• Help clients identify matters to address with their outside estate planning counsel
• Coordinate planning discussions and follow through on client matters

Skills

Estate planning

Trust planning

Wealth planning

Client education

Communication skills

Job description

An established investment advisory firm is hiring an Estate Planning Professional to support the estate planning needs of its clients. This role combines technical review, client education, and collaboration with colleagues across the firm.

The opportunity is suited to an experienced estate planning professional who enjoys making complex concepts understandable and connecting the details of an estate plan to a client’s broader financial picture. A JD is not required, and the role carries no sales or billable-hour requirements.

What You’ll Do

• Review estate planning documents and trust structures to identify potential gaps and planning considerations
• Help clients understand estate and trust planning concepts and how they relate to their goals
• Collaborate with wealth management colleagues to integrate estate planning considerations into broader financial plans
• Help clients identify matters to address with their outside estate planning counsel
• Coordinate planning discussions and follow through on client matters

Qualifications

• 5+ years of experience in estate planning, trust planning, wealth planning, fiduciary services, or a closely related field
• A strong working knowledge of estate planning documents, trusts, and wealth transfer concepts
• The ability to explain technical information clearly and comfortably
• Experience applying estate planning knowledge to individual and family circumstances
• No JD required

40-hour workweek with strong work-life balance, fully paid benefits, long-term growth and advancement opportunities