Estate Planner

210 University Blvd, Denver, CO 80206, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

Actively discuss estate planning issues with Baird FAs, offering opinions and implications as appropriate. Serve as an author of articles on trust and estate planning concepts for internal audiences and external client groups. Be available for occasional public speaking opportunities, including training sessions for FAs or speaking to client groups and centers of influence (attorneys and accountants). Develop comprehensive, customized estate planning reports and analysis using estate planning software. Help explain the results of the plan to FAs prior to, and sometimes during, delivery to the client. Be able to assist FAs in the delivery of estate plans to clients, as well as to engage in a discussion with clients regarding the details and implications of the plans. Work directly with the FAs to confirm or complete data in Estate Planning Questionnaire. Includes review of client documents and interpretation of legal documents. Work with our internal resources (Operations, Legal, etc.) to ensure policies and procedures are appropriately designed and correctly applied, and offer suggestions on ways to improve.

Where is this job?

This job is located at 210 University Blvd, Denver, CO 80206, USA

Job Qualifications

Minimum of five years previous estate planning experience required
Financial planning experience a plus.
Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications quickly
Certified Financial Planner (CFP) or similar license and experience in the brokerage industry a plus.

Required Skills

Time Management
Analytical skills
MS Excel
MS Word
MS PowerPoint
Financial Planning & Analysis

Soft Skills

Verbal communication
written communication
Attention to detail
Multitasking Skills
Adaptability

Compensation

According to JobzMall, the average salary range for a Estate Planner in 210 University Blvd, Denver, CO 80206, USA is $87,920 to $117,869 per year. This salary range varies depending on factors such as experience, education, and certifications.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedAugust 28th, 2020

Apply BeforeMay 10th, 2026

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