Senior Advisor for Estate Planning Services

Latitude West Financial is seeking a Senior Advisor specializing in estate planning. Utilize your financial expertise to develop impactful estate frameworks for high-net-worth clients. Collaborate effectively with a supportive operations team.

In this influential role, you will focus on designing sophisticated estate and trust plans while managing significant relationship dynamics. Your expertise will guide affluent families with clarity through complex conversations about wealth transition. This position invites you to enhance Latitude West Financial's estate planning offerings while driving practice growth.

Key Responsibilities:

• Design comprehensive estate and trust frameworks for families

• Lead discussions on complex estate planning matters

• Collaborate with clients' professional advisors directly

• Innovate in the development of estate planning services

• Coordinate client file transitions with internal operations

Requirements:

• Must hold CFP, CLU, and TEP certifications

• At least 2 years in estate and financial planning

• Track record in complex estate and tax scenarios

• Strong communication skills for client engagement

• Commitment to a team-oriented culture

Shape the future of estate planning by leveraging your expertise and enhancing client experiences at Latitude West Financial.
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