Job Description:
• Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Eligible to support business development through leading presentations and thought leadership publications, as necessary
• Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties as assigned
• Meeting with clients to design, implement, fund, and maintain estate plans
• Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents
• Preparing and reviewing deeds and real property transfer documents.
Requirements:
• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
• 4+ years legal experience in estate planning preferred
• Ability to travel up to 25%
Benefits:
• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance