Assistant Director Concierge Planning

JOB REQUIREMENTS: Summary In this client-facing role, you will be partof a dynamic and growing team of professionals that designscomprehensive estate and business plans for clients with complexplanning needs. You will provide case consultation and strategy, andreview and analyze legal documents and provide written overviews. Youwill use your planning experience to develop and deliver customizedplans for high-net-worth clients and business owners. Existing estateand business planning acumen, strong communication and influence skills,and excellent writing and organizational skills are required. PrimaryDuties and Responsibilities Active collaboration with otherprofessionals on the team (attorneys, CFPs, CPAs) and top wealthmanagement advisors to create comprehensive wealth plans forhigh-net-worth clients with an emphasis on estate planning, wealthtransfer, and business succession strategies. Design strategies based onthe clients' goals and financial situation to inform and drive clientdecision making. Lead presentation of wealth plans to advisors andclients. Collaborate with clients' outside legal and tax advisors.Responsible for managing workflow in alignment with service levelagreements (i.e., delivery of requested analyses and services timely andaccurately). Qualifications JD from an accredited program. Additionaladvanced degree or designations preferred, such as CFP, CPA, or LL.M.Minimum of 5 years of estate and business planning experience,preferably in a consulting role with clients and/or financial advisors.Existing knowledge and willingness to deepen in planning areas includingtax optimization, estate and business succession, and wealth transferstrategies. Experience working directly with high-net-worth clients inestate and business planning, as well as tax planning. FINRA Series 6 or7 as well as state insurance license within the first 6 months of hire.Strong analytical skills. Requires excellent follow-up, self-managementof daily duties, and ability to collaborate with other professionals.Outstanding written and verbal communication skills with the ability totranslate complex concepts into client-friendly, understandable, andactionable advice. Proven ability to develop trusting relationships withfinancial advisors and be a team player. Experience with planningsoftware (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.#li-Remote Compensation Range: Pay Range - Start:$114,450.00 PayRange - End:$212,550.00 Geographic Specific Pay Structure: Structure110: Structure 115: We believe in fairness and transparency. It's whywe share the salary range for most of our roles. However, final salariesare based on a number of factors, including the skills and experience ofthe candidate; the current market; location of the candidate; and otherfactors uncovered in the hiring process. The... For full info followapplication link. EEO/AA Employer/Vets/Disability APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/2B56040594164851 Qualified females,minorities, and special disabled veterans and other veterans areencouraged to apply.

Created: 2026-01-30