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Open nowPosted 15 days ago

Estate Planning Specialist, Plano TX and Tampa FL

ECG Resources20 open roles

Where
Plano, TX, United States
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Your applicationOpen nowEstate Planning Specialist, Plano TX and Tampa FLECG Resources · Plano, TX, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ECG Resources's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: posted 15 days ago

The posting

Locations: Plano ,Texas | Tampa, Florida Our firm is seeking an experienced Estate Planning Specialist to join our Financial Planning Team. In this role, you will help high-net-worth clients understand their existing estate plans, identify gaps, and explore strategies to achieve their long-term goals. This is a client-facing position focused on education and analysis (non-legal advice), working closely with internal partners across financial planning, investments, and tax. Key Responsibiliti...

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