JustinBradley
Estate and Financial Planning Specialist
JustinBradley, California, Missouri, United States, 65018
Estate and Financial Planning Specialist
This range is provided by JustinBradley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $120,000.00/yr Direct message the job poster from JustinBradley As the second member of the team, the Estate and Financial Planning Specialist will work in a collaborative client-facing environment, partnering with an established leader to build a high-functioning team that serves clients across the country. The Estate and Financial Planning Specialist will bring knowledge of estate planning and a process-building approach to contribute to the firm’s growth and long-term success. This role offers remote flexibility and requires availability during standard Pacific Time (PT) business hours. Highlighted responsibilities include: Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software; Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations; Foster relationships with advisors and attorneys to collaborate, develop, implement and monitor estate planning strategies; Participate in and lead client meetings, including creating materials and communications; and Support team development and process improvement initiatives. A well-qualified candidate will possess the following: Experience in estate planning and/or financial planning in wealth management Series 7, and 66; JD, CPA and/or CFP is a plus; and, Exceptional communication and client service skills. Compensation range: $100,000/year - $120,000/year JustinBradley is an EO employer - Veterans/Disabled and other protected categories. Seniority level
Associate Employment type
Full-time Job function
Finance Note: Referrals increase your chances of interviewing at JustinBradley. Get notified about new Financial Planning Specialist jobs in
Los Angeles Metropolitan Area . Corporate Development & Ventures update: this content appears unrelated to the Estate and Financial Planning Specialist role and has been omitted to maintain job-specific clarity.
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This range is provided by JustinBradley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$100,000.00/yr - $120,000.00/yr Direct message the job poster from JustinBradley As the second member of the team, the Estate and Financial Planning Specialist will work in a collaborative client-facing environment, partnering with an established leader to build a high-functioning team that serves clients across the country. The Estate and Financial Planning Specialist will bring knowledge of estate planning and a process-building approach to contribute to the firm’s growth and long-term success. This role offers remote flexibility and requires availability during standard Pacific Time (PT) business hours. Highlighted responsibilities include: Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software; Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations; Foster relationships with advisors and attorneys to collaborate, develop, implement and monitor estate planning strategies; Participate in and lead client meetings, including creating materials and communications; and Support team development and process improvement initiatives. A well-qualified candidate will possess the following: Experience in estate planning and/or financial planning in wealth management Series 7, and 66; JD, CPA and/or CFP is a plus; and, Exceptional communication and client service skills. Compensation range: $100,000/year - $120,000/year JustinBradley is an EO employer - Veterans/Disabled and other protected categories. Seniority level
Associate Employment type
Full-time Job function
Finance Note: Referrals increase your chances of interviewing at JustinBradley. Get notified about new Financial Planning Specialist jobs in
Los Angeles Metropolitan Area . Corporate Development & Ventures update: this content appears unrelated to the Estate and Financial Planning Specialist role and has been omitted to maintain job-specific clarity.
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