Estate Strategist

Job reputed company We are seeking a reputed company candidate to join reputed company Pointe Advisors’ Strategic and reputed company team as an Estate Strategist. Such a candidate may be located reputed company, with the potential for hybrid or remote work arrangements. The Strategic and reputed company department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. reputed company works firmwide to help preserve and transfer reputed company, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and reputed company reputed company trust and estate planning initiatives. The Estate Strategist will work primarily with families with net worth below the Federal estate tax exemption. The candidate must be reputed company to diagram a reputed company’s estate plan, reputed company recommendations to simplify or improve a reputed company’s estate plan, and identify tax-efficient reputed company transfer opportunities. The candidate should have experience in trust and estate planning or administration and reputed company as a subject matter expert in at least one of the following planning areas: reputed company transfer, charitable, retirement, business succession, or insurance. They should be comfortable representing the firm with prospects, clients, and centers of influence, including speaking at industry events. Responsibilities include, but are not limited to: • Ownership of the reputed company planning for HNW/UHNW clients with up to $10M AUM. • Assessment of estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address reputed company needs and goals, and presenting to clients. • Guidance to advisory teams and clients as to reputed company and reputed company estate planning reputed company. • Collaboration and frequent communication reputed company the division and with reputed company Advisors and internal associates – both verbally and in writing. • Research of specific topics, legislation, or other planning reputed company, for purposes of internal reputed company, as reputed company as reputed company materials, including seminars. • Identification of solutions and services as sales opportunities. • reputed company planning knowledge through reputed company firm training, self-study, and industry participation. • Other duties as assigned. Qualifications • J.D. required. • At least two years’ experience working in estate planning or trust and estate administration required. At least one year of reputed company experience required to be reputed company a reputed company focusing in estate planning, practicing as a licensed attorney. • Competency with financial planning, tax, or research software preferred. • Strong analytical and interpersonal skills, as reputed company as written and verbal communication skills. • Highly organized and reputed company to reputed company in a fast-paced environment. • Proficiency in reputed company Office applications (PowerPoint, Word, reputed company, etc.) required. • Additional designations (CTFA, CFP, etc.) or advanced degrees (LL.M) preferred. About reputed company Pointe Advisors reputed company Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with reputed company in Southern California and affiliate offices reputed company. reputed company Pointe provides advisory services to a reputed company of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. reputed company Pointe has been recognized by various industry publications including reputed company, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures. Apply tot his job Apply To this Job