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  • Friday, April 30, 2021 3:39 PM | Anonymous

    Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, one of the largest investment firms in the world. That means we can combine a personalized experience with access to sophisticated research and investment solutions.

    Position Summary:

    Our Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Sr. Trust Officer to join our office of 60 investment and trust professionals. This position is responsible for the ongoing and day-to-day administration of advisory and trust accounts and wealth planning for clients.

    What are the responsibilities of a Sr. Trust Officer?

    • Administer trust accounts while remaining current on relevant laws, issues and topics
    • Understand clients’ wealth planning needs and provide advice and solutions regarding same
    • Participate in business development activities including meeting with prospective clients and representing the firm at company sponsored/industry events
    • Perform annual administrative reviews for all accounts
    • Work closely with the Relationship Managers to establish and maintain client contact. While working with the Relationship Managers, act as a point of contact for client and intermediaries with accountants, attorneys, and other trusted advisors
    • Coordinate with tax department concerning potential tax issues as needed
    • Review daily overdraft report to determine how to cure income overdrafts. Coordinate with Portfolio Manager to raise cash to cure principal overdrafts
    • Handle termination of trusts in coordination with our Trust Counsel, Investment department, Tax departments, and other parties as necessary
    • Oversee the new account process from opening to final funding
    • Manage and oversee large complex client relationships that include trusts, family limited partnerships, GRATs and foundations

    Job Requirements (Knowledge/Abilities):

    • 10 + years’ experience in a trust and estate role, preferably in a financial services organization
    • Bachelor’s Degree required. JD or CFP a plus.
    • Strong written, verbal and interpersonal communication skills
    • Excellent organization and prioritization skills
    • Ability to multi-task
    • Must be detail-orientated

    APPLY NOW! Interested applicants can email a resume to Lisa.Skarr@FranklinTempleton.com for consideration.

    ----------------------------------------------------------------------------------

    What makes Franklin Templeton Investments unique?

    In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

    Highlights of our benefits include:

    • Three weeks paid time off the first year
    • Medical, dental and vision insurance
    • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
    • Employee Stock Investment Program
    • Tuition Assistance Program
    • Purchase of company funds with no sales charge

    We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

    We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.

    Franklin Templeton Investments is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.


  • 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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