Estate Planning Strategist Wealth & Succession
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-03-01
Listing for:
Pathway Talent Partners
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Consultant -
Real Estate/Property
Job Description & How to Apply Below
A leading recruitment firm is seeking an Estate Planning Specialist for a well-established wealth management firm. This role involves educating clients on estate planning, collaborating with advisors, and preparing detailed analyses of estate documents. Ideal candidates should hold a JD and possess experience with estate planning strategies. The position offers a competitive compensation package and requires the ability to manage multiple priorities while maintaining a high level of professionalism.
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