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Research Planning Associates Jobs (NOW HIRING)

The Pennsylvania State University

... part-time Research Associate to support ongoing projects in environmental health and safety ... Conduct literature reviews and write concise summaries of scientific articles. * Assist in planning ...

MIO Partners

Wealth Planning Associate

New York, NY · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Conducting preliminary research on estate planning, transfer tax, income tax, and financial ...

MIO Partners

Wealth Planning Associate

Atlanta, GA · On-site

The Wealth Planning Associate will play an integral role throughout the planning process, including ... Conducting preliminary research on estate planning, transfer tax, income tax, and financial ...

Zs Associates

Mentor and support development of Associates on your projects and teams What you'll bring * PhD or ... Self-discipline for planning and organizing tasks * Aptitude for, and enjoyment of, team leadership

Truedirectionhi

Travel Planning Associate

Durham, NC · Remote

... 're looking for a Travel Planning Associate to assist with organizing trips, coordinating ... Research destinations, accommodations, and activities * Coordinate reservations and travel details

Truedirectionhi

... 're looking for a Travel Planning Associate to assist with organizing trips, coordinating ... Research destinations, accommodations, and activities * Coordinate reservations and travel details

Professional Planning Associates

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Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

Investigate and research situations * Maintain confidentiality * Self-motivated with the ability to ... Company Description Professional Planning Associates has been in the business of providing ...

PEOPLE TECHNOLOGY AND PROCESSES LLC

Support research, planning, and operational integration to enhance training effectiveness. * Associate degree: 5 years of related military experience OR 2 years of MCE research/planning/execution may ...

Professional Planning Associates

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Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

Investigate and research situations * Maintain confidentiality * Self-motivated with the ability to ... Planning Associates has been in the business of providing financial planning services since it was ...

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Estate Planning Associate

Scottsdale, AZ • On-site

Mission Wealth Management Lp
Finance and Insurance • 51 - 200 employees
Learn more about Mission Wealth Management Lpexternal

$110K/yr

Other

Posted 8 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional Houston, TX, US

2 days ago Requisition ID: 1164

Salary: $110,000.00 Annually

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Estate Planning Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a legal/paralegal professional with hustle and a couple of years of experience working in a legal role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to legacy planning. If you can articulate your proven success in an estate support role, we want to hear from you, ASAP!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as an Estate Planning Associate:
  • Work with a high-performing & growth-orientated team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
  • Learn and utilize estate plan modeling software for client estate reviews
  • Assist with third-party estate document preparation
  • Review estate documents for key terms, roles, and potential issues
  • Perform legal research
  • Coordinate with third-party trust company partners
  • Coordinate and communicate with other team members to perform job functions
  • Other various assigned projects associated with estate, philanthropy, and wealth services.
What You Bring as an Estate Planning Associate:
  • 2-5years of proven experience in a paralegal or estate-focusedrole, ideally within wealth management
  • Paralegal certification, JD, or AEP/CEP designations preferred
  • Knowledge of estate and tax laws and concepts
  • Familiarity with estate plan drafting, probate, trust administration, and estate settlement
  • Familiarity with Form 706, 709, and 1041
  • Strong technical skills
  • Excellent attention to detail, multi-tasking, and time management skills
  • Strong written and verbal communication skills required.
  • Ability to work independently and remain flexible as priorities change
  • Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
  • Experience with SalesForce and MoneyGuidePro/eMoney preferred
  • Outstanding ability to communicate and work collaboratively
Job Type

Full-time, salaried non-exempt

Location

This position is based out of our office in Houston, Scottsdale, or Santa Barbara. This is an in-office position.

Salary

$90,000, plus $20,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

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