What are the responsibilities and job description for the Estate Planning Advisor position at Creative Planning?
JOB SUMMARY
The Estate Planning Advisor is responsible for assisting wealth managers in the firm to deliver a visual representation that maps out the estate plan for prospective clients.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly
JOB DUTIES
- Read and analyze a high volume of estate planning documents such as wills, revocable and irrevocable trusts, and power of attorney designations
- Provide standard recommendations when appropriate
- Track workflow and provides the completed diagram to wealth managers in a timely manner
REQUIRED EXPERIENCE / QUALIFICATIONS
- Bachelor’s Degree or Paralegal Certificate
- 2 to 5 years of relevant work experience
- Ability to review estate planning documents with a great degree of accuracy
- Proficiency in PowerPoint
PREFERRED EXPERIENCE / QUALIFICATIONS
- Juris Doctorate
- Licensed and in good standing with the bar of one state