Job Description
We are seeking a qualified candidate to join Beacon Pointe Advisors as an Estate Strategist. The qualified candidate may be located nationwide; There is a potential for remote work.
The Strategic and Legacy Planning department provides comprehensive planning and advice across multiple offices to sophisticated, high net worth individuals and families to help preserve and transfer wealth, plan to care for their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives.
The Estate Strategist must be able to diagram a client’s estate plan, make recommendations to simplify or improve a client’s estate plan, identify tax-efficient wealth transfer opportunities, and facilitate family meetings. The candidate should have experience in trust and estate planning or administration and act as a subject matter expert in at least one of the following planning areas: wealth 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: