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Estate Planning Advisor Jobs (NOW HIRING)

W3Global Inc.

Estate Planning Attorney

Little Rock, AR

$90K - $125K/yr

Advise high-net-worth clients on estate, gift, and generation-skipping tax matters * Collaborate ... Demonstrated ability to handle advanced planning matters independently * Strong analytical ...

W3Global Inc.

Attorney - Estate Planning

Mankato, MN

$100K - $175K/yr

We're looking for an experienced Estate Planning Attorney who enjoys building systems, improving ... Advise on generational farm transfers and succession strategies. * Counsel on ownership structures ...

CareerPro Staffing

Estate Planning Attorney

Dayton, NJ

$350K - $600K/yr

The selected attorney will work closely with experienced financial advisors to deliver integrated estate, retirement, and tax planning solutions. This opportunity is ideal for an attorney who enjoys ...

W3Global Inc.

Estate Planning Attorney

Little Rock, AR

$90K - $125K/yr

Delivering sophisticated estate planning and advanced tax strategies * Serving as a technical ... Advise high-net-worth clients on estate, gift, and generation-skipping tax matters * Collaborate ...

Talent Search PRO

Estate Planning Attorney

Roseland, NJ

$110K - $120K/yr

Provide legal counsel to clients on tax planning, estate planning, and the administration of trusts ... Advise clients on estate and gift tax issues, including strategies for minimizing taxes. * Assist ...

LHH US

Estate Planning Attorney

Lake Oswego, OR · Hybrid

$140K - $160K/yr

Advise clients on estate planning, wealth transfer, and asset protection strategies * Meet directly with clients to assess goals and develop customized planning solutions * Explain complex legal ...

Talent Search PRO

Estate Planning Attorney

Roseland, NJ · On-site

Provide legal counsel to clients on tax planning, estate planning, and the administration of trusts ... Advise clients on estate and gift tax issues, including strategies for minimizing taxes. * Assist ...

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Estate Planning Advisor information

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How much do estate planning advisor jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for estate planning advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What does an Estate Planning Advisor do?

An Estate Planning Advisor helps individuals and families organize and manage their assets to ensure their wishes are carried out after death or in the event of incapacity. They provide guidance on creating wills, trusts, powers of attorney, and other legal documents to protect assets and minimize taxes. Estate Planning Advisors also help clients navigate complex family and financial situations, ensuring that beneficiaries are taken care of according to the client’s intentions.

What are the key skills and qualifications needed to thrive as an Estate Planning Advisor, and why are they important?

To thrive as an Estate Planning Advisor, you need a strong background in finance, law, and estate planning principles, often supported by a relevant degree and certifications such as CFP or JD. Familiarity with estate planning software, legal document preparation tools, and tax systems is typically required. Excellent communication, attention to detail, and empathy are vital soft skills for understanding clients' needs and explaining complex concepts. These skills and qualities ensure advisors build trust, create effective plans, and help clients achieve their long-term financial and legacy goals.

What is the difference between Estate Planning Advisor vs Financial Planner?

AspectEstate Planning AdvisorFinancial Planner
CredentialsCertified Estate Planner (CEP), CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentLaw firms, estate planning firms, financial institutionsIndependent practice, banks, financial advisory firms
Industry UsageFocuses on estate and inheritance issuesBroader financial advice including investments and retirement

While both roles require financial certifications and work closely with clients, Estate Planning Advisors specialize in estate and inheritance strategies, whereas Financial Planners provide comprehensive financial advice including investments and retirement planning. The two roles often collaborate but serve different primary client needs.

What are some common challenges Estate Planning Advisors face when working with clients, and how can they be addressed?

Estate Planning Advisors often encounter challenges such as navigating complex family dynamics, addressing sensitive topics like inheritance, and keeping up with frequently changing laws and regulations. Building trust with clients and maintaining clear, empathetic communication are essential to overcoming these obstacles. Advisors also collaborate closely with attorneys, accountants, and financial planners to create comprehensive plans, so strong teamwork and adaptability are vital in providing effective solutions.
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What cities are hiring for Estate Planning Advisor jobs? Cities with the most Estate Planning Advisor job openings:
What states have the most Estate Planning Advisor jobs? States with the most job openings for Estate Planning Advisor jobs include:
What job categories do people searching Estate Planning Advisor jobs look for? The top searched job categories for Estate Planning Advisor jobs are:
Estate Planning Advisor jobs near you
Infographic showing various Estate Planning Advisor job openings in the United States as of June 2026, with employment types broken down into 6% As Needed, 69% Full Time, 6% Part Time, 6% Temporary, and 13% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Key Private Bank Estate Planning Advisor

Key Private Bank Estate Planning Advisor

KeyBank

Elkhart, IN • On-site

$116K - $216K/yr

Full-time

Posted 10 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

38th of 141 rated banks

Job description

Location:
300 Nibco Parkway, Elkhart Indiana
Job Summary
The Estate Planning Advisor provides comprehensive estate planning solutions for high-net-worth individuals and families. This role requires deep expertise in trusts, tax optimization, asset protection, and wealth transfer strategies, ensuring clients preserve their legacies while minimizing tax exposure. The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank teams to craft customized estate plans tailored to clients' financial goals.
Essential Functions
  • Serve as a trusted advisor, guiding clients through complex estate planning decisions.
  • Develop sophisticated estate plans for high-net-worth clients, including trust structures, charitable giving strategies, and asset protection measures.
  • Provide tax-efficient wealth transfer solutions to minimize estate, inheritance, and gift taxes.
  • Advise clients on estate liquidity needs, probate avoidance, and succession planning for family businesses.
  • Conduct comprehensive reviews of wills, trusts, and existing estate arrangements to identify optimization opportunities. Work closely with KPB Wealth Planners to create/deliver comprehensive wealth planning solutions.
  • Collaborate with attorneys, accountants, financial advisors, and private bankers to deliver holistic financial solutions.
  • Build and maintain long-term relationships with high-net-worth individuals and family offices.
  • Ensure confidentiality and discretion when handling sensitive financial and estate matters.
  • Stay updated on estate laws, tax regulations, and fiduciary requirements.
  • Identify and mitigate legal and financial risks associated with estate structures.
  • Conduct periodic estate reviews to adapt strategies to changing tax laws and client circumstances.
  • Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
  • Educate clients on advanced estate planning strategies through seminars, workshops, and consultations.
  • Cultivate relationships with referral sources, including attorneys, financial professionals, and family offices. Partner with and support KPB regional and market leadership to promote advanced planning capabilities with COIs and internal collaboration partners.
  • Monitor industry trends, legislative changes, and emerging estate planning opportunities.
  • Contribute to the firm's growth and reputation as a leading provider of estate planning for high-net-worth clients.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in finance, accounting, law, or a related field, or equivalent experience (preferred)

Work Experience
  • 10 years estate planning, wealth management, or tax advisory for high-net-worth clients (required)

Licenses and Certifications
  • Certified Financial Planner (CFP) (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)
  • Chartered Financial Consultant (ChFC) (preferred)

Skills
  • Strong knowledge of trusts, estate taxation, charitable giving, and multi-generational wealth planning.
  • Exceptional analytical, communication, and relationship-building skills.
  • Experience collaborating with attorneys, financial advisors, and tax professionals.
  • Expertise in wealth preservation, asset protection, and family governance strategies.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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