Senior Estate Planning Specialist

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Our Empower Specialist team consults with our Personal Wealth clients on complex matters, such as estate and tax planning, and insurance and equity compensation.

The Senior Estate Planning Strategist will review current and prospective client estate plans and consults directly with Empower Personal Wealth Advisors and clients around wealth planning strategies.

What You Will Do

• Review and summarize current estate plans, wills and trusts in order to help clients identify inefficiencies and opportunities
• Prepare clients for meetings with their estate attorney when they need to create or update their planning documents
• Provide insights and recommendations on how to improve outcomes based on the client’s personal financial circumstances and goals
• Work to innovate and improve the current systematic methodology for delivering estate planning to advisors and clients directly

What You Will Bring

• Requires JD
• Required 7+ years of experience in estate planning
• Comfortable transitioning to an advisory role vs. billable hours
• Experience with client facing conversations
• Advanced research skills to assist in providing possible solutions for complex client issues
• Experience in working in a highly automated environment for managing content and delivering advice, including familiarity with current Estate Planning technologies to assist in analyzing client data
• Excellent written, verbal and analytical skills; ability to multitask and balance priorities
• Experience with various types of trusts (revocable living trusts, bypass, ILIT, QTIP, CRT, etc); Other vital docs (living will, last will, durable POA, medical POA, etc); Probate: the ramifications and potential ways to avoid it; Business/LLC structure Wealth transfer; Charitable giving; and Business succession planning

What Will Set You Apart

• Experience consulting with clients with taxable estates.

**Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

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What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date: