SENIOR TRUST & ESTATE PLANNER

D.A. Davidson Companies; Omaha (NE); On-site; USD 50,000 - 75,000; Full time

Job summary

D.A. Davidson Companies is seeking a Senior Trust and Estate Planner to provide consultative advice on estate planning to clients. The role involves building relationships within the community, addressing client needs, and offering innovative solutions while supporting financial professionals in developing business strategies.

Benefits

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick and vacation leave

Tuition Reimbursement

Paid holidays

Qualifications

• 10+ years legal experience in estate business planning and trust.
• Strong team orientation and the ability to work under pressure.

Responsibilities

• Provide estate planning consultative advice to clients and Financial Professionals.
• Conduct seminars and workshops on estate planning.

Skills

Business development

Presentation skills

Client relationship management

Analytical skills

Organizational skills

Education

JD licensed in Nebraska

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients financial well-being, we also work to strengthen local communitiesand giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary / Function :

D.A. Davidson is seeking a stellar Senior Trust and Estate Planner to provide trust and estate planning consultative advice directly to clients of the D.A. Davidson Trust Company as well as D.A. Davidson & Co. Financial Professionals and their clients. This position will promote professional relationships in the communities where D.A. Davidson & Co. does business and will help provide greater education and training on the benefits and techniques of trust and estate planning.

Qualifications :

• JD and licensed in Nebraska; other professional designations a plus
• 10+ years legal experience in the areas of estate, business planning and trust
• Strong business development and presentation skills with proven track record of success
• Proven client relationship skills as well as a strong team orientation
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook);
• Strong analytical skills and the ability to resolve questions arising from account administration
• Organizational skills and detailed oriented
• Ability to multi-task and work under pressure
• Ability to work effectively as part of a team; mentor others and serve as a role model
• Ability to travel as needed

Duties :

• Provide trust and estate planning consultative advice to clients of D.A. Davidson & Co. Financial Professionals. These duties include the following :
• Meeting with clients and assisting them in understanding the practical, tax and legal issues involved in estate planning such that clients may make informed and intelligent decisions with regard to their families, assets and available resources. Following through with the clients attorney and helping ensure that the estate planning process is completed
• Being available as a resource to answer estate-planning questions from clients and Financial Professionals. Conducting customer-oriented estate-planning seminars
• Partnering with Financial Professionals to identify clients who may benefit from the services of the D.A. Davidson Trust Company. Work with Financial Professionals to develop a plan to work with clients to support their trust and estate planning needs
• Build relationships with key centers of influence in the community. These duties might include the following :
• Introducing D.A. Davidson & Co. and D.A. Davidson Trust Company to the professional community
• Identifying influential attorneys and CPAs across the D.A. Davidson & Co. footprint who can professionally assist clients as well as act as points of contact for developing new business
• Becoming an informational resource for answering trust and estate planning questions to develop a positive image of D.A. Davidson & Co. and D.A. Davidson Trust Company within the professional community
• Provide education to Financial Professionals and Trust & Fiduciary Advisors on the benefits and techniques of estate planning, and how estate planning will help grow their business. These duties may include the following :
• Participating in branch meetings on a regular basis; presenting estate-planning ideas to help Financial Professionals expand their business
• Conducting workshops at annual and regional meetings
• Writing regular education materials

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity / parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving Our tradition of positively impacting communities in which we live and work

D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us!

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully : incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Software Development

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