Estate Planning Specialist

Overview

Allworth Financial is seeking an experienced Estate Planning Specialist to provide expert guidance on estate planning strategies, wills, trusts, and related documents for clients. This role collaborates with the financial planning team to ensure integrated wealth management and accurate implementation of client plans.

Responsibilities

• Conduct client consultations to assess estate planning needs and goals.
• Prepare, review, and coordinate estate planning documents (wills, trusts, powers of attorney, advance directives).
• Work with attorneys and other professionals to ensure legal compliance and accurate document execution.
• Assist in trust administration and asset transfer processes; coordinate funding of trusts.
• Explain probate processes, beneficiary designations, and tax implications to clients.
• Maintain strong client relationships and provide ongoing support and annual reviews.
• Ensure records are accurate in CRM and comply with regulatory standards.

Qualifications

• Bachelor's degree in finance, law, or a related field; experience in estate planning or wealth management.
• 3+ years of experience in estate planning, wills, trusts, or related areas.
• Strong communication and interpersonal skills; ability to translate complex concepts for clients.
• Knowledge of state-specific estate planning requirements (California preferred).
• Detail-oriented with strong organizational and analytical skills.
• Ability to work collaboratively with a team and meet deadlines.

Location

Folsom, California, United States (On-site)

About Allworth Financial

Allworth Financial is a client-first wealth management firm dedicated to helping individuals and families pursue their financial goals through personalized planning and guidance.

How to apply

Apply via the Greenhouse link: https://job-boards.greenhouse.io/allworthfinancial/jobs/8069379002