106407-Estate Planning Advisor

Cetera•Leawood, KS

7d•$72,000 - $102,000•Hybrid

About The Position

The Estate Planning Advisor is a client-facing resource who educates clients on estate planning concepts, identifies planning objectives, and facilitates the preparation and implementation of estate planning documents through the firm’s approved third-party estate planning platform. The role partners with Wealth Advisors, Financial Planners, clients, and outside legal professionals to align estate planning strategies with clients’ broader financial goals. The advisor acts as an educator, coordinator, and facilitator, helping clients understand estate planning options and navigate the process. The role does not provide legal advice, draft legal documents, or establish attorney-client relationships. The position also supports compliance and risk management, client engagement, and business growth through estate planning services. The stated base annual salary range is $72,000–$102,000; salary depends on factors including skill set, experience, certifications, and location.

Requirements

Bachelor’s degree in Finance, Accounting, Financial Planning, Economics, Business Administration, or a related field.
One to three years of experience in estate planning, trust administration, financial planning, wealth management, or private banking.
Deep understanding of estate planning fundamentals and familiarity with trust and estate terminology.
Ability to discuss complex estate planning concepts at a high level while remaining within the non-attorney scope of the role.
Working knowledge of retirement and insurance planning fundamentals.
Strong client interviewing, discovery, relationship management, presentation, communication, problem-solving, and process-management skills.
Professional, empathetic, client-focused, detail-oriented, organized, and proactive, with comfort discussing sensitive family and financial matters.
An equivalent combination of education and experience may be considered.

Nice To Haves

Juris Doctor degree.

Responsibilities

Conduct estate planning discovery meetings with clients and prospective clients.
Educate clients on fundamental estate planning concepts and introduce more complex strategies when appropriate.
Explain how estate planning integrates with a client’s broader financial plan.
Identify potential gaps, inconsistencies, or deficiencies in clients’ existing estate plans.
Guide clients through estate planning intake and information gathering, and review completed intake forms for accuracy and completeness.
Coordinate document generation through the firm’s approved online estate planning platform and monitor the creation process.
Facilitate document execution and implementation.
Partner with Wealth Advisors to identify estate planning opportunities and communicate document creation and implementation progress to the advisory team.
Collaborate with tax professionals, attorneys, trustees, and other specialists when appropriate, and escalate complex legal questions to outside attorneys.
Review draft estate planning documents with clients for completeness and accuracy against client-provided information.
Help clients understand the nature and structure of estate planning documents without providing legal advice.
Coordinate trust funding discussions and implementation follow-up.
Support beneficiary designation and asset ownership reviews for assets managed within and outside the firm.
Maintain accurate estate planning records and documentation.
Follow regulatory, ethical, legal, compliance, and documentation requirements; disclose the non-attorney nature and scope of the role; and avoid advice outside the position’s scope.
Maintain the confidentiality of sensitive client information.
Promote estate planning engagement among existing clients and develop strategies to attract new business through estate planning.
Introduce estate planning clients to other firm services, help advisors pursue appropriate estate planning opportunities, and support client retention through positive outcomes.