Estate Planning Specialist

Join the Orgel Wealth Management Team

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.

Orgel Wealth Management is seeking an Estate Planning Specialist to serve our clients by assisting with strategy development, research, and document review to facilitate comprehensive, timely, and cost-effective estate planning and business succession solutions.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $9.5 billion in assets under management (as of December 31, 2025).
• Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, and 10 CFP® certificants) is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure designed to support employee ownership for multiple generations.
• Rapid Growth – Since becoming a Securities and Exchange Commission-registered investment advisor in 2013, we have more than doubled in size and now employ 89 people in our Wisconsin and Minnesota offices.

Position Summary

The Estate Planning Specialist will work with our Advisors to educate clients on estate planning and business succession and will serve as a resource for clients who are working through the estate planning process with their outside legal team. The Estate Planning Specialist will also serve as an internal resource, including by assisting our Client Service team with beneficiary designations, account titling, handling account transitions after a death, and other matters. Orgel Wealth Management is not a law firm and does not provide legal advice to clients and no aspect of the position will involve the provision of legal advice.

Principal Duties and Responsibilities

• Educate clients on basic and advanced estate planning techniques
• Collaborate with our clients’ attorneys to design estate plans that efficiently and effectively transfer wealth
• Work with trustees regarding the management and distribution of managed trust assets
• Provide information to clients on business formation and divestiture strategies, including business succession planning
• Work with our Advisors to identify potential basic and advanced estate planning techniques that could help clients accomplish their goals
• Review and analyze estate planning and business formation documents
• Serve as an internal resource on issues related to estate planning, account titling, beneficiary designations, business formation and succession, and similar matters
• Perform other duties as required that contribute to the overall effectiveness of the position and firm
• Conduct research and prepare written updates on issues related to estate planning and business succession planning as needed

Additional Skills Required

The Estate Planning Specialist must be able to:

• Manage time effectively, set priorities, organize work, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
• Demonstrate high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to self-motivate
• Leverage technology, including the Microsoft Office Suite, Practifi (Salesforce), Tamarac, and other software applications as necessary

Educational and Experience Requirements

Required:

• JD degree from an accredited law school
• 2 years of experience working with individuals on estate planning or business formation
• Advanced knowledge of estate planning strategies and business formation and succession strategies

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.