Senior Estate Planning Advisor

About Latitude West Financial

Latitude West Financial is a collaborative team of financial advisors and wealth educators dedicated to helping clients establish and protect multi-generational wealth. Beyond comprehensive financial planning and strategic insurance advice, our firm specializes in working with real estate investment clients. We work hand-in-hand with our clients to design and execute highly customized, holistic financial blueprints that align with their long-term objectives and family values.

Are you an established financial advisor seeking a sophisticated new career opportunity?

Latitude West Financial is actively growing its estate planning division. We are searching for an accomplished advisor who is ready to transition into a focused, highly impactful role. In this position, you will utilize your advanced technical knowledge to draft, implement, and oversee sophisticated estate and wealth preservation frameworks for our high-net-worth client base.

You will be supported by our dedicated internal operations team to ensure seamless file coordination, client management, and an exceptional standard of ongoing service.

• Strategic Estate & Trust Design: Develop and execute comprehensive estate, trust, and corporate succession frameworks customized for affluent families and business owners.
• Client Acquisition & Relationship Management: Serve as the lead advisor on complex estate planning files, guiding families through high-stakes, sensitive wealth transition conversations with empathy and clarity.
• Professional Alliance
  
  Collaboration:
  
  Act as the central coordinator alongside our clients' existing professional networks, including corporate accountants, estate lawyers, and corporate trustees, to ensure flawless plan execution.
• Practice Growth & Innovation: Actively contribute to the strategic development and enhancement of Latitude West Financial's estate planning service offerings.
• Operational Alignment: Collaborate closely with our internal operations team to smoothly transition client files, monitor active cases, and coordinate targeted client outreach.

Due to the highly technical demands of this role, candidates must actively hold all three of the following professional designations:

• CFP (Certified Financial Planner): Proving a deep mastery of comprehensive, client-centered financial planning.
• CLU (Chartered Life Underwriter): Demonstrating advanced specialization in life insurance, corporate structures, and wealth preservation.
• TEP (Trust and Estate Practitioner): Verifying an elite level of expertise in the legal, tax, and trust administration fields.

• A minimum of 2 years of experience in dedicated financial planning, with a proven track record in complex estate, tax, and succession planning.
• Superb communication and presentation skills, with a natural ability to distill intricate tax laws and legal structures into clear, actionable advice.
• A strong professional alignment with a collaborative, team-first workplace culture.

Please note:

All inquiries, applications, and conversations will be treated with the utmost confidentiality.