Top 138483 A advisors Jobs

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
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Financial Advisor - Southern MN
Thrivent —Rochester, MN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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New Business Specialist
Johnson Wealth and Income Management —Humboldt, IA
- $42,000 - $55,000 a year
- Full-time
- Background check
- Office
- Organizational skills
- Health insurance
- Dental insurance
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Financial Advisor - Lansing, MI
Thrivent —Lansing, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Financial Advisor
First Command Financial Services, Inc. —Abilene, TX
- $65,000 - $150,000 a year
- Choose your own hours
- Background check
- Military
- Bachelor's degree
- Paid training
- Professional development assistance
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Financial Advisor - Chattanooga
Thrivent —Chattanooga, TN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Specialist/Teacher
Jobs for Nevada's Graduates —Fallon, NV
- Up to $47,503 a year
- Full-time
- Microsoft Word
- Classroom
- Microsoft Excel
- Health insurance
- Dental insurance
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Financial Advisor Bank Investment and Annuity Sales
FMS Financial Services, Inc. —Wausau, WI
- $49,705.52 - $300,000.00 a year
- Full-time
- Mid-level
- Office
- In-person
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Tribal Administrator
Robinson Rancheria —Nice, CA
- $85,000 - $100,000 a year
- Full-time
- Word processing
- Computer literacy
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Real Estate Attorney
Kwik Trip —La Crosse, WI
- $145,613.52 - $225,701.06 a year
- 5 years
- Office
- Senior level
- Health insurance
- 401(k)
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7d
Area Director, Residential Life
Hamilton College —Clinton, NY
- $62,354 a year
- Weekends as needed
- Residential
- Master's degree
- Driver's License
Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
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Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Microsoft Office
- Analysis skills
Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Missoula, MT
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
14d
Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
Law Offices of Nay & Friedenberg LLC —Portland, OR
- Full-time
- Mid-level
- 3 years
- US work authorization
- Free parking
- Profit sharing
Quick Apply
Financial Advisor - Savannah, GA
Georgia Financial Advisors —Savannah, GA
- From $100,000 a year
- Weekends as needed
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
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14d
Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
14d
Financial Advisor
Idaho Trust Bank —Boise, ID
- Full-time
- Mid-level
- Office
- 3 years
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Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

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Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services experience
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

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