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|Title:||Senior Estate Planning Strategist|
|Job Location:||Portland, Oregon - United States|
|Salary:||$150,000.00 - $280,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Nationwide|
Senior Estate Planning Strategist - Top Tier Financial Services Firm - Portland, OR
Wealth Management Team at a Top Tier Financial Services Firm seeks an experienced Estate Planning Strategist to advise high net worth clientele (10mm-100mm) in Chicago.
This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses. Excellent benefits package.
Relocation assistance is available on a case by case basis.
The Estate Planning Strategist will counsel clients in a fee-based, fiduciary capacity with regards to sophisticated wealth planning strategies including wealth transfer, estate and tax planning, philanthropic matters and business succession planning. In addition, the Strategist will work closely with the trust and investment teams to ensure the client is surrounded with subject matter experts in all areas of holistic wealth management. Extensive client contact and networking with industry peers in the T&E legal community.
This position requires a J.D. and 10+ years' experience at a law or financial services firm. The role offers work/life balance and a solid career track within the firm.
University - JD