What are the responsibilities and job description for the Estate Planning Strategist position at Bogart Wealth?
Firm Description
At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. As we continue to develop our capabilities, we are launching an Advanced Planning Strategies function within the Financial Planning Department to deliver sophisticated, high-value planning solutions that deepen client relationships and elevate advisor impact.
Job Description
Position Summary: The Estate Planning Strategist will serve as a key member of the Financial Planning Department, serving as a subject matter expert in estate, legacy, and multigenerational wealth planning. This individual will help build and support the Advanced Planning Strategies function within the department—operating at both a strategic and executional level. The Estate Planning Strategist will partner closely with advisors and planners to design and implement sophisticated planning strategies, while also contributing to the development of internal frameworks, best practices, and intellectual capital.
Education:
Required: Bachelor’s degree in Business Administration, Finance, or a related field
Preferred: Juris Doctor from an accredited law school
Years of Experience:
Required: 3-7 years of estate planning or wealth planning
Certifications:
Preferred: AEP®, CTEP®, CFP® (with estate planning focus), or similar
Key Responsibilities
- Analyze and model complex estate plan scenarios and develop tailored recommendations within estate and financial planning software
- Serve as a strategic partner to financial advisors supporting HNW clients on estate planning concepts and strategy design
- Explain will and trust terms, distribution requirements and other specifics to the client
- Provide case consultation and strategy validation
- Prepare technical planning summaries and strategy explanations for advisors and clients
- Participate in client meetings as a subject matter expert as needed
- Coordinate with internal teams and external professionals
- Ensure continuity between planning design and implementation
- Build internal playbooks, templates, and best practices
- Assist in building the firm’s advanced planning knowledge base and best practices
- Help define workflows and scalability initiatives
Requirements & Skills
- Extensive experience in complex estates, gifts, trust strategies, asset protection, guardianship and special needs
- Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, CRTs, CLTs, Private Foundations and GST strategies
- Ability to interpret legal and financial documentation related to estate planning
- Familiarity with estate planning software and planning tools
- Monitor and stay current on federal and state estate, gift, and tax laws regulations
- Strong understanding of accounting regarding estate settlements
- Excellent client relationship and communication skills
- Strong collaboration skills with the ability to work effectively alongside advisors and other professionals
- Highly organized with strong attention to detail
- Ability to manage multiple priorities while maintaining accuracy and efficiency
- Professional discretion when handling sensitive and confidential client information
- Self-motivated, dependable, and solution-oriented
- Service-focused mindset with a commitment to delivering excellent client experiences
- Proficiency in Microsoft Office Suite
Benefits
- Competitive compensation
- Paid health benefits (medical, dental, vision, etc.) for employees
- A bonus program based on individual performance and company success
- Paid Time Off based on years of experience
- A 401(k) retirement plan with company match
- A fun and friendly team of colleagues