Description

You will provide strategic leadership and oversight for estate planning services, partnering with advisors to develop complex strategies and educate clients on wealth transfer and charitable giving. Join Choreo's Advanced Planning team to evangelize estate planning capabilities across the firm and serve as an internal subject matter expert.

Requirements

• Expertise in estate, trust, gift, and charitable planning
• Ability to partner with advisors on complex strategies
• Knowledge of relevant laws and regulations
• Experience developing and delivering training content
• Strong communication and leadership skills

Responsibilities

• Lead development and implementation of comprehensive estate planning strategies
• Evangelize estate planning services and educate advisors on opportunities
• Partner with financial advisors in client meetings and pre-meetings
• Educate and advise clients on trust structures, tax planning, and charitable giving
• Serve as internal subject matter expert on estate planning