Job description

Legacy & Estate Planner

Annual Compensation: $180K-200K + incentive

Benefits Offered: 401(k). Fully paid health, dental, and vision insurance. Paid time off. Daily lunch and free parking provided.

Employment Type: Full-Time, In Office

Why Work Here?

“Fast growing, nationally recognized, values based private wealth management company in uptown Charlotte managing $2.5 billion in assets. Regular access to senior leadership and working within a team-based culture with great compensation and full benefits. In 2022, Linden Thomas & Company was recognized by Barron’s as the top independent wealth management company in the Carolinas, and one of the top 100 nationally.”

Job Description-.

• Work with clients, prospective clients, and their advisors to develop practical and efficient wealth transfer plans and make estate planning recommendations
• Meet with existing clients and review possible updates and/or upgrades to estate plans; engage clients to move forward with preparation of estate planning documents
• Work closely with the operations team to ensure documents are accurate and support the best needs of the client
• Respond to any client phone calls or e-mails in a timely, personable manner
• Participate in daily team meetings to address matter status, discuss cases, and engage with operations team members
• Originate new business through your own networking and marketing ideas
• Stay abreast of all continuing education requirements

Requirements

• Certified Specialist in Estate Planning
• Licensed attorney and/or financial planner
• Exceptional knowledge of law pertaining to philanthropic giving, estate planning and settlement
• Strong interpersonal skills; excellent communication with both internal and external audiences
• Detail-oriented mindset with patience and strong organization skills
• Computer literacy, with a willingness to learn new software and associated technology
• Excellent collaborator and ability to respond effectively to change
• Schedule: 8am to 5pm Monday to Friday. In-office

About the Company:

Linden Thomas & Company is comprised of 25 accomplished professionals with a combined experience of over 100 years managing assets. Our firm is especially adept at building custom investment portfolios based on the individual objectives and needs of our clients.

Linden Thomas and Company is blessed to be experiencing growth and continually adding talented staff. Another important part of our success is our involvement with various ministries and non-profits. This is a priority of our firm, which gives away 10 percent of our revenues to charitable causes.

Company website: https://lindenthomas.com/ Company address: 516 N Tryon St, Charlotte, North Carolina 28202

Job Type: Full-time

Pay: $180,000.00 - $200,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Charlotte, NC 28202: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Wills, trusts, & estate law: 10 years (Required)

Work Location: One location

arclintfl.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, arclintfl.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, arclintfl.com is the ideal place to find your next job.