estate planner

ANDROS, FLOYD & MILLER, P.C

<div>
 
 
 ABOUT US
 
 
 
 Andros, Floyd &amp; Miller, P.C., established in 1981, is located in Hartford, Connecticut.&nbsp;The firm&rsquo;s practice is focused on:
 
 <ul>
 <li>
 &nbsp;Estate planning for high-net-worth individuals and owners of closely-held businesses
 </li>
 <li>
 &nbsp;Tax planning for such individuals
 </li>
 <li>
 &nbsp;Business succession planning for closely-held businesses
 </li>
 <li>
 &nbsp;Mergers and acquisitions
 </li>
 <li>
 Probate and related death administration
 </li>
 </ul>
 
 
 
 
 AFM has a sophisticated estate planning, probate and business planning practice that utilizes an integrated approach to planning for the owners of closely held businesses, coordinating the needs of the individual, family, and business enterprises.&nbsp;The atmosphere is collaborative and collegial.
 
 
 
 
 
 
 JOB RESPONSIBILITIES
 
 
 <ul>
 <li>
 You will assist clients in making some of the most important and sensitive decisions facing families, both with regard to personal family matters, and the passing of family wealth.
 </li>
 <li>
 &nbsp;You will use your ability to communicate, and in particular your writing skills, and your attention to detail, to help develop customized planning documents, memos, and flow charts that address planning needs.
 </li>
 <li>
 &nbsp;Because of our sophisticated estate and tax planning practice you will have the opportunity to learn planning techniques, and develop the skill needed to integrate these techniques into estate plans, sometimes creating unique and creative solutions to a client&rsquo;s needs.
 </li>
 </ul>
 
 
 
 
 
 EDUCATION &amp; WORK EXPERIENCE:&nbsp;
 
 
 <ul>
 <li>
 Law Degree and admission to the Connecticut Bar, or admission to another state bar and able to obtain Connecticut bar admission through waiver.
 </li>
 <li>
 2-5 years experience as an estate planner.
 </li>
 <li>
 L.L.M. in tax or estate planning is a plus.
 </li>
 </ul>
 
 
 
 
 
 KNOWLEDGE, SKILLS, &amp; ABILITIES:&nbsp;
 
 
 <ul>
 <li>
 Very strong writing skills is a requirement.
 </li>
 <li>
 Strong organizational and analytic skills.
 </li>
 <li>
 Knowledge of, or strong desire to learn, sophisticated estate and gift tax concepts.
 </li>
 <li>
 Strong verbal communication skills, and a desire to meet with clients.
 </li>
 <li>
 Desire to solve problems raised by client&rsquo;s circumstances and goals.
 </li>
 </ul>
 
 
 
 
 
 BENEFITS:&nbsp;
 
 We offer the following benefits:
 
 <ul>
 <li>
 401(k) plan with annual matching contributions by the firm
 </li>
 <li>
 Health insurance
 </li>
 <li>
 Life insurance
 </li>
 <li>
 Short-term and long-term disability insurance
 </li>
 <li>
 Paid time off
 </li>
 <li>
 Parental leave
 </li>
 </ul>
 
 &nbsp;
 
 
 
 
 
 Please submit your resume for consideration via LinkedIn or by email to
 
 lgervin@afmpc.net
 
 with the subject line Estate Planning/Probate Attorney.
 
</div>

Associate Attorney - Estate Planning/Probate

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div>
About Rockefeller Private Office
 
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div> 
Position
 
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li>Customized Wealth Planning on a Quarterly Cadence: Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li>
Client Relationship Management: Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li>
Collaborative Advisory Partnership: Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li>
Comprehensive Planning &amp; Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li>
Client Presentations: Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li>
Follow-Through Collaboration: You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li>
Practice Development: Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Education: Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
Experience: 10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Technical Expertise: Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div> 
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Senior Wealth Planner

Cooper, Adel & Associates

Cooper, Adel, Vu and Associates, L.P.A. is an established statewide Ohio estate planning and elder law firm. We are actively seeking an associate attorney for our Monroe Office.The attorney will begin their training by assisting our current attorneys who meet with clients to explain, create, and implement estate and elder law plans. Within a year, the new attorney will meet with clients referred to them by the firm. The successful attorney will be able to quickly learn legal, tax, and financial concepts and be able to communicate that knowledge to clients.Associate Attorney Salary: Base is $70,000 - $90,000 depending on experience. Substantial performance bonuses.Benefits: Our firm has health insurance and will pay 100% of your healthcare insurance premium. Vision and dental insurance is also available. After 90 days, our firm offers a 401k with matching contributions and paid time off.About the Firm: The firm was founded over 40 years ago and focuses exclusively in estate planning and elder law. With eight offices and over 90 employees including 19 attorneys, the firm is positioned for growth. Most of our attorneys have over 5 years or more experience with the firm. Career development for attorneys includes weekly training and specific case discussions. Attorneys are also encouraged, but not required, to pursue relevant certifications and to identify new opportunities that will assist our clients with their estate planning and elder law concerns.Our firm operates with two guiding principles: We believe that people should not have to lose everything they have worked a lifetime to earn and that it should be easier for those they leave behind. Our entire staff is dedicated to these principles.Job Type: Full-timePay: $70,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Estate Planning Attorney

United Placement Group

Are you an experienced estate planning attorney who wants more of the right cases—without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families.​
 
Why attorneys partner with us: 
<ul>
<li>Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting.​</li>
<li>No marketing costs: Client acquisition and scheduling are fully covered—no ad spend, lead lists, or wasted time on unqualified prospects.​</li>
<li>Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.​</li>
<li>No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.​</li>
<li>Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.​</li>
</ul>
Your role: 
<ul>
<li>Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.​</li>
<li>Review pre-collected intake information and supporting documents to prepare for each consultation.​</li>
<li>Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.​</li>
<li>Collaborate with a dedicated support team for a streamlined, turnkey experience.​</li>
</ul>
Ideal candidate: 
<ul>
<li>J.D. from an accredited law school and active bar license in good standing in your state.​</li>
<li>At least 3 years of experience in estate planning or closely related practice areas.​</li>
<li>Demonstrated experience in Medicaid asset protection and special needs planning.​</li>
<li>Able to independently onboard and manage clients within a structured system.​</li>
<li>Multi-state licensure or reciprocity strongly preferred.​</li>
</ul>
What you gain: 
<ul>
<li>No-cost client acquisition and scheduling—stop chasing business and focus on legal work.​</li>
<li>Comprehensive administrative and back-office support that reduces non-billable time.​</li>
<li>Higher earning potential by spending more time on high-value legal services.​</li>
<li>Freedom and flexibility to set your own hours and workload.​</li>
<li>Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth.​</li>
</ul>
Ready to focus on what you do best while building a stronger, more scalable practice? Apply today to join a national legal network designed to support your success.

Estate Planning Attorney - Steady Intake, Full Back-Office Support

Echo Wealth Private Limited

A client Associate taking the ownership of client relationship deepening the wallet share, ensuring the over financial wellbeing of the assigned client.The key job responsibilities include:1. Managing the client relations.2. Financial Plan presentation for the assigned clients and handholding them to understand their financial situation and helping them to meet their financial goals.2. Promptly respond to client queries received through phone / WhatsApp / Email etc., roll out other communication like welcome mail, meeting minutes etc.3. Up keep of client portfolios in My Planner4. Proactive task management - Ensure uber service level by adhering to the specified TATs for every task.5. Work with all internal verticals &amp; departments including Tax, Financial Planning, Operations, Estate Planning, Real Estate, etc, and ensure the client&rsquo;s objective are met timely.7. Coordinate with external vendors, product manufacturers, including Mutual Fund Houses, Portfolio Managers, Life &amp; General Insurance Companies, Loan Service Providers etc., for pulling reports, MIS data, follow up on closures etc.8. Strictly adhere to compliance and Regulatory monitoring9. 5 Vacancies at Trivandrum, Kochi, Kottayam, Kozhikode 10. Minimum 3year experience in Bank, Insurance, Broking, Mutual Fund.11.B.com or MBA or 5 Years ExperienceJob Types: Full-time, FresherPay: From ₹25,000.00 per monthBenefits:<ul><li>Provident Fund</li></ul>Work Location: In person

Client Associate

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Client Associate