What are the responsibilities and job description for the Estate Planning Consultant position at Waverly Advisors, LLC?
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.
In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.
Waverly Advisors is seeking an Estate Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role works closely with Wealth Advisors and Senior Estate Planning Consultants to review, coordinate, and implement estate planning strategies, with a primary focus on detailed document analysis and implementation support. The position also coordinates with clients and outside estate planning attorneys to ensure documents are accurate, complete, and aligned with client intent, and does not provide legal advice.
Estate Planning Consultant Responsibilities
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.
Waverly Advisors is seeking an Estate Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role works closely with Wealth Advisors and Senior Estate Planning Consultants to review, coordinate, and implement estate planning strategies, with a primary focus on detailed document analysis and implementation support. The position also coordinates with clients and outside estate planning attorneys to ensure documents are accurate, complete, and aligned with client intent, and does not provide legal advice.
Estate Planning Consultant Responsibilities
- Review estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations, to ensure alignment with client goals and planning strategies.
- Prepare detailed estate plan summaries, flowcharts, and implementation checklists for internal and client use.
- Identify inconsistencies, outdated provisions, or gaps in estate planning documents and escalate findings to senior planning staff.
- Coordinate with estate planning attorneys to track document drafts, revisions, and execution.
- Assist with estate plan implementation, including account titling reviews and beneficiary alignment.
- Maintain accurate and organized estate planning records in CRM and document management systems.
- Support ongoing estate plan maintenance by monitoring life events, asset changes, and planning updates.
- Collaborate with Wealth Advisors to integrate estate planning with broader financial planning strategies.
- Bachelor’s degree in Finance, Business, Legal Studies or a related field: JD, preferred.
- 5-10 years of experience in estate planning, financial planning, trust administration, or wealth management.
- Working knowledge of estate tax laws across five or more states.
- Experience working in or with an RIA, law firm, trust company, or financial advisory firm.
- High attention to detail with strong organizational and analytical skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and work independently while collaborating with senior team members.
- Minimal travel
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing.
- 401(k) retirement plan with match and profit sharing to help you invest in your future.
- Twelve paid holidays each year.
- An extra vacation day during your birthday week—so you can celebrate you!
- Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
- Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
- Compensation commensurate with experience.
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.