Philadelphia Estate Planning Council

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  • Thursday, March 25, 2021 1:31 PM | Anonymous

    Faegre Drinker is actively recruiting an experienced attorney to join the Private Client group in our Princeton office. Periodic travel to our Florham Park and Philadelphia offices may be required.

    Successful candidates will have three or more years of experience in estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings, administering revocable and irrevocable trusts, preparing estate and gift tax returns, and some experience handling more complex planning and administration matters for high net worth individuals and owners of privately held businesses. Candidates must be collaborative and motivated to succeed in a client-focused, team-oriented environment. Candidates must also have excellent academic credentials, strong written and oral communications skills, and the ability to produce top quality work with minimal supervision.

    If you are looking for an opportunity with a growing, collaborative firm, please apply online and include your cover letter, resume, law school transcript, and writing sample.

    About Faegre Drinker

    Faegre Drinker is an international law firm designed for clients. With over 1,300 legal and consulting professionals in 22 locations spanning the globe, we bring our clients fresh, workable ideas to support their most complex business and legal challenges. Our client focus and trust in one another is grounded in a culture of collaboration, collegiality, civility, respect, diversity and inclusion. We welcome colleagues who think creatively, embrace complex challenges and constantly strive to improve.

    Faegre Drinker Biddle & Reath LLP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, national origin, disability, sex, sexual orientation, gender, gender identity, gender expression, marital status, veteran or military status, or any other characteristic made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of employment, including retirement, hiring, training, promotion, transfer, compensation, benefits, discipline and termination.

    We are committed to providing equitable access to employment for all and welcome qualified applicants with disabilities who meet the qualifications of the job, with or without reasonable accommodations. If you need an accommodation for any part of the employment process, please send an email to recruiting@faegredrinker.com to let us know the nature of your request.

    Apply

    Please click here to apply for the position. https://apply.faegredrinker.com/virecruitselfapply/ReDefault.aspx?FilterREID=4&FilterJobCategoryID=23&FilterJobID=598


  • Thursday, March 11, 2021 1:37 PM | Anonymous

    Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations. The firm oversees more than $100 billion in assets for approximately 2,500 relationships.

    Bessemer Trust’s Delaware bank has an opening for an Assistant Trust Officer/Assistant Fiduciary Counsel in its Wilmington office, located in Wilmington’s Montchanin community. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,300 highly customized trusts with more than $80 billion in assets under supervision. Delaware’s unique trust laws and the ability of Delaware trusts to hold unconventional assets provide for a distinctively transactional work environment. The successful candidate will work on tasks and projects that will teach sophisticated estate planning techniques as well as income, gift, estate and other tax laws. Hands on training will provide the opportunity for the successful candidate to advance toward an assigned book of accounts and promotion to Trust Officer.

    Responsibilities:

    The successful candidate will work one-on-one with the department’s experienced Trust Officers, who will directly assign and supervise responsibilities of the position, which might include:

    • Reviewing governing instruments (e.g. trust agreements and wills) for sophisticated trusts and preparing trust analyses as part of the Initial Trust Review process; following up on critical identified action items that remain outstanding to ensure proper trust administration.
    • Drafting Direction Letters for complex business and trust asset transactions.
    • Drafting Receipts and Releases and preparing other documentation in support of the trust termination process.
    • Drafting Discretionary Distribution and Special Investment Requests for presentation to Committee as part of the ongoing trust administration.
    • Working collaboratively with Client Advising teams regarding client requests and trust transactions to ensure proper trust administration.
    • Implementing special projects in support of department and fiduciary risk management initiatives. Ownership and leadership on these projects, with support from the Trust Officers, will provide an opportunity for the Assistant Trust Officer to shine.

    Qualifications:

    • Law degree required.
    • 1-3 years legal practice experience.
    • Knowledge of trust or estate administration helpful, but not required.
    • Familiarity with income, estate, gift and GST tax a plus.
    • Excellent analytical skills and attention to detail.
    • Excellent interpersonal skills and the ability to deal effectively with a wide variety of people.
    • Must be a team player.
    • Excellent computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related).
    • Highly motivated, solution oriented and a self-starter; independent thinking encouraged.
    • Strong organizational skills (able to handle multiple priorities).
    • Excellent communication skills (oral and written).

    Apply:

    Please click here to apply for the position.

    Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

    Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply


  • Wednesday, February 03, 2021 12:57 PM | Anonymous

    Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Senior Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients.

    If you are an experienced financial advisor (CFP® professional + CPA and/or JD) ready to embark on a journey that will provide you with a path for professional growth, this is an ideal role for you.

    Core Role Expectations:

    1. Collaboratively lead client relationships, and manage and develop advisor teams.
    2. Take an active role in firm initiatives and committees, and produce firm revenue by supporting business development activities.
    3. Unique depth of knowledge and diverse experience navigating complex estate and tax planning matters with high-net-worth individuals and institutions.
    4. Skilled and eager to impress the sophisticated executives and business owners, and capable of managing multiple generations and diverse dynamics of family wealth.
    5. Actively make an impact in the community.

    Qualities that Thrive:

    1. Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community.
    2. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.
    3. Team player with strong empathy and communication skills that can make the financial plans come to life.
    4. Expertise in delivery of superior client service and the ability to navigate complex client matters.
    5. Enthusiasm to influence the future Wescott client estate and tax planning experience.

    Preferred Qualification:

    • Bachelor’s degree
    • 5-10 years financial planning experience in estate/tax
    • CFP certification, plus CPA and/or JD
    • Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

    Benefits:

    Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work.

    Our competitive salary commensurate with experience. Performance based bonus and a wide range of employee benefits and support programs that include:

    • Hybrid Work Model
    • Professional License and Professional Development (CE)
    • Business Casual Dress Code
    • 401(k)/Employee’s Pension Plan
    • Domestic Partner Benefits
    • Employee Assistance Program
    • Employee Resource Groups
    • Global Fit / Walk My Mind
    • Family/Dependent Care Leave
    • Flexible Spending & Commuter Benefits
    • Life/AD&D Insurance
    • Long-term Disability Insurance
    • Short-term Disability Insurance
    • Sick Leave
    • Vacation (20 days per year)
    • Summer Flex Days
    • Volunteer Paid Time Off
    • Medical / Dental / Vision Insurance
    • Back-Up Advantage Program
    • Telemed (MeMd)
    • Pet Insurance
    • Caring team of co-workers

    Preference will be given to candidates residing in the Philadelphia region. 

    When applying include a cover letter when uploading your resume.

    Please click here to apply: https://apply.workable.com/j/1B2D53C260

  • Wednesday, February 03, 2021 12:56 PM | Anonymous

    Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Financial Advisor to our team.

    Wescott advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients. If you are an experienced CFP® practitioner ready to embark on a journey that will provide you with a path for professional growth, this is an ideal role for you.

    Core Role Expectations:

    1. Collaboratively maintain client relationships with a focus on increasing lead advisor responsibilities, while supervising adjunct advisors and workflows.
    2. Participates in firm initiatives and committees, and supports business development activities.
    3. Experience navigating financial planning matters with high-net-worth individuals and institutions.
    4. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth.
    5. Actively make an impact in the community.

    Qualities that Thrive:

    1. Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community.
    2. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.
    3. Team player with strong empathy and communication skills that can make the financial plans come to life.
    4. Expertise in delivery of client service and the ability to navigate core financial planning matters with clients.

    Preferred Qualification:

    • Bachelor’s degree
    • 3-7 years financial planning experience
    • CFP® certification
    • Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

    Benefit:

    Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work.

    Our competitive salary commensurate with experience. Performance based bonus and a wide range of employee benefits and support programs that include:

    • Hybrid Work Model
    • Professional License and Professional Development (CE)
    • Business Casual Dress Code
    • 401(k)/Employee’s Pension Plan
    • Domestic Partner Benefits
    • Employee Assistance Program
    • Employee Resource Groups
    • Global Fit / Walk My Mind
    • Family/Dependent Care Leave
    • Flexible Spending & Commuter Benefits
    • Life/AD&D Insurance
    • Long-term Disability Insurance
    • Short-term Disability Insurance
    • Sick Leave
    • Vacation (20 days per year)
    • Summer Flex Days
    • Volunteer Paid Time Off
    • Medical / Dental / Vision Insurance
    • Back-Up Advantage Program
    • Telemed (MeMd)
    • Pet Insurance

    Preference will be given to candidates residing in the Philadelphia region. 

    When applying include a cover letter when uploading your resume.

    Please click here to apply: https://apply.workable.com/j/FDEEA0A176

  • Wednesday, February 03, 2021 12:54 PM | Anonymous

    Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Assistant Financial Advisor to our team.

    Wescott advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you.

    Core Role Expectations:

    1. Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data
    2. Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
    3. Proactively progress client services to impress the sophisticated executives and business owners, and capable of managing multiple generations and diverse dynamics of family wealth.
    4. Actively make an impact in the community.

    Qualities that Thrive:

    1. Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community.
    2. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.
    3. Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals.
    4. Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service.

    Preferred Qualification:

    • Bachelor’s degree
    • Pursuing CFP® certification
    • Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

    Benefit:

    Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work.

    Our competitive salary commensurate with experience. Performance based bonus and a wide range of employee benefits and support programs that include:

    • Hybrid Work Model
    • Professional License and Professional Development (CE)
    • Business Casual Dress Code
    • 401(k)/Employee’s Pension Plan
    • Domestic Partner Benefits
    • Employee Assistance Program
    • Employee Resource Groups
    • Global Fit / Walk My Mind
    • Family/Dependent Care Leave
    • Flexible Spending & Commuter Benefits
    • Life/AD&D Insurance
    • Long-term Disability Insurance
    • Short-term Disability Insurance
    • Sick Leave
    • Vacation (20 days per year)
    • Summer Flex Days
    • Volunteer Paid Time Off
    • Medical / Dental / Vision Insurance
    • Back-Up Advantage Program
    • Telemed (MeMd)
    • Pet Insurance
    • Caring team of co-workers

    Preference will be given to candidates residing in the Philadelphia region. 

    When applying include a cover letter when uploading your resume.

    Please click here to apply: https://apply.workable.com/j/F046CF638F

  • Wednesday, February 03, 2021 11:03 AM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken and Philadelphia, Pennsylvania seeks a full-time associate with three to five years’ experience.

    We are a firm of twenty-one attorneys, including nine ACTEC fellows, and six paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

    Our high-end practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts.

    Our ideal candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organizational skills and excellent communication skills.

    We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

    Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

    For more information on our firm, visit our website at: www.htts.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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