Estate Planning Specialist

Estate Planning Specialist

14 Mar 2024
Minnesota, Minnetonka, 55345 Minnetonka USA

Estate Planning Specialist

Description Exciting Opportunity for an Attorney with strong Estate Planning experience to join a premier wealth management firm. As an Estate Planning Specialist, you will work with the firm's Financial Advisors to educate clients on estate planning and business succession and will serve as a resource for clients who are working through the estate planning process with their outside legal team. You will also serve as an internal resource, including by assisting the firm's Client Service team with beneficiary designations, account titling, handling account transitions after a death, and other matters. Requirements

JD from a US Law School & 2+ years of experience working with individuals on estate planning or business formation

Advanced knowledge of estate planning strategies and business formation and succession strategies

Apply today to learn more!Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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