Philadelphia Estate Planning Council

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  • Friday, March 29, 2019 8:45 AM | Anonymous

    Pennsylvania Trust Company, an independent and employee-owned wealth management firm headquartered in Radnor, Pennsylvania is looking to hire a Vice President, Client Development to join our team.

    This position will identify, source and develop new high net worth and institutional prospects and clients.

    Essential Functions:

    1. Identify prospects and bring in new business from high net worth individuals, families, endowments and foundations.
    2. Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions.
    3. Cultivate key prospects on a regular basis through personal contact, correspondence, handwritten acknowledgements, personal visits, and invitations to special events.
    4. Develop a personal referral source network (attorney, accountant, insurance agent), calling on individuals and institutions to build pipeline of new business prospects.
    5. Explore new business opportunities by coordinating with colleagues, including targeting new business from current clients.
    6. Arrange and lead business development and pre-planning meetings.
    7. Establish sales process, opportunity tracking and metrics to enable clear communication of progress and status of the pipeline.
    8. Manage select client relationships to maximize retention and grow the business in accordance with the investment objectives of the clients, policies, and strategies of the organization.
    9. Identify areas to build strategic relationships and facilitate forums such as promotional events, seminars and meetings to develop new prospects and formal networks.
    10. Assist the Director of Marketing and Client Development in implementing business development marketing strategies and initiatives.
    11. Coordinate with colleagues to identify prospects. Leverage contacts within the community through professional and social networks.
    12. Develop and implement targeted client events.
    13. Track prospect contact data in CRM system to build PTC database.
    14. Inform prospects of new product offerings and services, including sending updated product information.
    15. Attend various events and conferences that may be applicable to our industry to have a PTC presence.

    Supervisory Responsibilities:

    This position does not have supervisory responsibilities.

    Job Requirements (Knowledge/Abilities):

    1. 10+ years in a business development role, preferably in a wealth management environment.
    2. Broad knowledge of investment strategy, trust, estates, tax and financial planning.
    3. Proven track record in sales and client development.
    4. Knowledge and experience with CRM system(s).
    5. Strong written, verbal and interpersonal communication skills.
    6. Demonstrated ability to provide courteous and professional service to clients.
    7. Ability to leverage social media.
    8. Excellent organization and prioritization skills.

    Pennsylvania Trust strives to provide employees with an excellent benefits package and competitive pay.

    Our benefits package includes:

    • Medical, dental and vision insurance
    • Health Savings Account
    • Retirement Benefits
    • Short and Long-term disability
    • Life Insurance
    • Paid time off for vacation and illness

    Qualified applicants should forward a resume with salary requirements to jobs@penntrust.com.

    Pennsylvania Trust supports and is committed to Equal Employment Opportunity. It is our policy to provide equal employment opportunities to all employees and applicants on the basis of their merits and ability to perform, without regard to race, color, religion, gender, sexual orientation, genetic information, citizenship, veteran’s status, national origin, ancestry, age, disability, or any other protected characteristic.


  • Thursday, January 10, 2019 10:16 AM | Anonymous

    Zeke Capital Advisors is a private multi-family office with over $5 billion in assets under management. The Wealth Planner supports the Relationship Management team in providing wealth planning services to the firm’s client families. In this role, the Wealth Planner takes responsibility for analysis and work product on all facets of the client’s comprehensive wealth plan. These plans focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. In conjunction with these analyses, the Wealth Planner also reviews documents such as wills, trusts, corporate governing documents, and others.

    In delivering their expertise, the Wealth Planner partners with the Relationship Management team during the consultative process with the client and assists with overall client discovery. The Wealth Planner delivers the plan in partnership with the relationship team and follows up on status of action items identified from the wealth planning process. Additionally, the Wealth Planner may work on research projects, presentations, writing assignments, or other projects as they arise.

    Desired Skills and Experience

    • 3+ years of experience in one or more of the following: tax planning, financial planning, or wealth planning
    • JD, CFP®, CPA, or similar preferred
    • Experience with financial planning software
    • Effective written and verbal communicator, able to lead client wealth planning discussions
    • Well organized, self-starter who can effectively manage and prioritize workflow from several relationship managers

    Please send resumes to Filippa DePaolo at depaolo@zekecapital.com.

  • Wednesday, October 03, 2018 1:06 PM | Anonymous

    Main Line Estate Planning practice seeks attorney with minimum 1 year relevant experience. Send resume with cover letter and salary requirement to responses10@gmail.com.

  • Monday, September 10, 2018 1:51 PM | Anonymous

    West Capital Management is currently seeking a Senior Wealth Planner to work directly with current and prospective clients. The individual must currently demonstrate wealth planning expertise in one or more areas of estate planning, income tax planning, asset protection techniques, retirement planning, cash flow analysis, insurance planning, and income tax efficiency. The Senior Wealth Planner will have the ability to grow through exposure to high net worth clients with sophisticated planning needs and by working with the existing Wealth Planning team to design and implement financial planning strategies.

    About the company: West Capital Management is a growing, fee-only Registered Investment Advisor (“RIA”) serving as a multi-family office for high net worth and institutional clients. The distinct Advisory, Research, and Planning departments each consist of credentialed specialists and advise clients in the areas of investments and financial planning. West Capital Management currently advises on approximately $800M assets under discretionary management for approximately 300 families and has been experiencing significant organizational growth.

    Employment with West Capital Management offers:

    • Competitive base salary commensurate with experience
    • Additional performance based compensation
    • An opportunity to work in a dynamic, fast paced and growing environment
    • A focus on employee professional growth
    • Comprehensive health benefits package
    • Company sponsored retirement plan

    Responsibilities:

    • Present directly to prospects and clients to discuss various wealth planning topics
    • Identify client issues, then design and implement strategies to address income tax, estate planning, retirement, asset protection, and other planning needs for high net worth clients
    • Primary contact for client service while providing immediate solutions or coordinating with other departments to ensure that clients’ requests are met
    • Work directly with the clients outside advisors, such as attorneys, CPAs, and insurance brokers in order to implement wealth planning strategies
    • Oversee and participate in aspects of custodial account opening, titling of assets and beneficiary designations, tax efficiency of money movement, and to proactively planning issues on behalf of clients
    • Conduct research on client specific solutions and prepare a memorandum for the client outlining the issue and potential solutions
    • Author newsletters and white papers, and participate in workshops and public speaking engagements to educate clients and market the wealth planning capabilities of the firm
    • Serve on the planning committee in order to improve the firm’s planning process and to expand the firm’s competency on various planning topics

    Qualifications:

    • Juris Doctor degree (JD with LLM in taxation preferred) or CPA license required
    • Minimum 2 years experience in Law Firm, Accounting Firm, or Wealth Management Firm; specifically focused on areas of estate planning, personal income tax planning, asset protection, and/or retirement planning
    • Strong detail orientation and highly self-motivated
    • Ability to manage multiple clients with competing priorities in a fast paced, and team focused environment
    • Demonstrate the ability to be a team player while performing duties with minimal oversight
    • Proficient with Microsoft Office: Word, Excel, PowerPoint, Outlook, CRM
  • Thursday, June 07, 2018 2:00 AM | Anonymous

    Seeking senior or partner level attorney with 10 to 15 years of experience in private practice with skill in drafting estate documents and knowledge of estate and gift tax and income taxation of trusts and estates.  Applicants should have portable business.  Charitable planning and advising owners of closely-held businesses would be a plus.  Contact Alan Mittelman at 215-241-8912 or amitt@lawsgr.com.

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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