Lead Estate Planning Advisor Position

Join Latitude West Financial as a Lead Estate Planning Advisor, leveraging your expertise to create estate and wealth preservation plans for high-net-worth clients. Collaborate with a dedicated team to enhance service delivery and client management.

In this pivotal role, you will craft customized estate and trust designs, acting as the primary advisor for sensitive wealth transitions. Your focus will be on guiding affluent families through complex estate planning processes while collaborating with their professional networks. With a culture that values teamwork and innovation, Latitude West Financial offers a unique opportunity for established advisors.

Key Responsibilities:

• Develop customized estate and trust frameworks for clients

• Serve as lead advisor for complex estate planning files

• Coordinate with accountants, lawyers, and trustees

• Contribute to the strategic growth of estate planning services

• Manage the smooth transition of client files with the operations team

Requirements:

• CFP, CLU, and TEP designations required

• Minimum 2 years in financial planning expertise

• Proven experience in estate and tax planning

• Exceptional communication and presentation abilities

• Alignment with a collaborative workplace culture

As a Lead Estate Planning Advisor, you will utilize your technical skills and empathy to support client needs and enhance service excellence.
#J-18808-Ljbffr