Job Summary

• Support sophisticated client work at the intersection of estate planning, philanthropy, and family governance.
• Build comprehensive estate planning analyses using Luminary, translate complex findings into clear summaries and presentations, and help deliver those insights in client meetings.
• Manage marketing content, white papers, and webinar replays available to advisors on the Advice, Planning, and Fiduciary Services Hub.

Matching Summary

Salary

Base: $80,000-$120,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Key Requirements

• 3-5 years of experience
• CFP preferred
• Authorized to work in the United States

Work Rights