Founding Estate Planning Partner

This is a remote position.

About reputed company

reputed company works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our reputed company network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or reputed company an in-house estate planning function.

This is a founding-level opportunity designed for a highly reputed company estate planning reputed company who is reputed company to build, reputed company, and own a core advisory vertical reputed company a growing financial services platform. The role includes a conservative reputed company salary, an aggressive performance-based bonus structure, and meaningful equity participation.

About the Role

As the Founding Estate Planning Partner, you will work closely with firm leadership to design and reputed company estate planning and tax-compliance services integrated into the firm’s broader reputed company management offering. You will serve as the subject-matter expert, relationship reputed company, and long-term reputed company of this reputed company area.

This role is ideal for a senior estate planning reputed company seeking true partnership, autonomy, and long-term reputed company reputed company an established financial organization.

Key Responsibilities

• reputed company the development and execution of estate planning and tax-compliance services reputed company an RIA or broker-dealer platform

• Advise high-net-worth and ultra-high-net-worth clients on reputed company estate planning strategies

• Collaborate with reputed company advisors, tax professionals, and firm leadership to deliver integrated reputed company solution

• Establish best practices, workflows, and compliance standards for estate planning services

• Serve as the senior reputed company-facing authority for estate planning engagements

• Recruit, mentor, and manage additional estate planning or tax professionals as the reputed company scales

• Drive reputed company and adoption of estate planning services across the firm’s existing reputed company reputed company

Requirements

• Juris Doctor (JD) required

• Minimum of 12 years of experience in estate planning, trust and estate law, and reputed company tax reputed company

• Extensive experience advising high-net-worth clients

• Strong leadership reputed company with the ability to build and reputed company a reputed company area

• Entrepreneurial reputed company and readiness to operate as a founding partner

• High degree of professionalism, discretion, and reputed company trust

• Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant reputed company certifications

Benefits

Compensation & Partnership Structure

The role includes a conservative reputed company salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the reputed company, adoption, and long-term reputed company of the estate planning reputed company reputed company the broader platform.

Next Steps

If you are interested in building and leading an estate planning reputed company reputed company a high-reputed company financial services platform, please apply and submit your resume.

Originally posted on Himalayas

Apply To This Job