About this opportunity
Moneta Group Investment Advisors LLC lists this Director of Estate Planning Services opportunity in clayton, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Director of Estate Planning Services leads the department’s legal staff and serves as the firm’s primary technical resource on estate and trust planning matters. This role advises Partner teams and clients on estate planning strategies, reviews and interprets client estate plans, and provides ongoing education to internal staff on relevant legal developments.
Provides expertise and guidance to Partner teams and clients regarding estate planning principals
Reviews estate planning documents and communicates key provisions, implications, and recommended updates to Partner teams and clients
Identifies and recommends estate plan updates in response to changes in client circumstances, applicable law, or firm guidance
Prepares clients for estate planning discussions and the implementation process, coordinating as needed with clientProvides education for clients to prepare them for discussion and the implementation process with their Counsel#x2019;s independent legal counsel
Serves as a subject matter resource for internal staff through ongoing education on estate and trust planning principles and relevant changes in law
Maintains current knowledge of estate and trust law developments through continuing legal education and professional engagement
Adheres to firm policies and fiduciary standards, acting solely in the best interest of clients
Qualifications
Juris Doctor (J.D.) degree required; active bar admission required
Eight or more years of estate and trust planning experience with a law firm, bank, or trust company
Proficient in Microsoft Office applications
Must be authorized to work in the United States
Preferred Qualifications
LL.M. in Taxation or Estate Planning
Experience in a wealth management, RIA, or family office environment
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Employee referral incentive bonus program
Onsite wellness programs & rewards
Moneta is a fiduciary fee-onlyRegistered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.