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Estate Planning Associate — Wealth & Tax Strategy
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-06-03
Listing for:
EP Wealth Advisors
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Law/Legal
Job Description & How to Apply Below
EP Wealth Advisors in Dallas, Texas is looking for a dedicated Associate Estate Planner to manage client estate plans and provide advisory services. This role requires a Juris Doctor (JD) and a minimum of 3 years experience in estate planning. Applicants should possess excellent client relations skills and a keen attention to detail.
We offer robust benefits including paid time off, flexible work schedules, and subsidized health plans. Join our team and contribute to our commitment to integrity, growth, and client-focused service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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