Philadelphia Estate Planning Council

Career Center

  • Home
  • Career Center

Current Job Postings

<< First  < Prev   1   2   Next >  Last >> 
  • Friday, May 13, 2022 3:36 PM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time associate with at least three to five years’ experience.

    We are a firm of twenty-one attorneys, including nine ACTEC fellows, and seven 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 organization 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.


  • Friday, May 13, 2022 3:35 PM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time or part-time staff attorney with a minimum of three years’ experience.

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

    Our boutique 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. This position will focus primarily on estate and tax planning and drafting.

    The 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 organization 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.


  • Friday, April 29, 2022 8:33 AM | Anonymous

    You are an experienced trust administrator, and you are looking for your next role and a new company. You take pride in doing a quality job and behaving with integrity at every turn, and you want to work for and with people who share your values. You are tenacious, detail‐oriented, and customer service‐focused, and you love being part of a close‐knit team. It’s important to you to take on a new challenge, hence your interest in this “Senior” Trust position; at the same time, you know that a key element of the job remains the same: supporting clients and supporting colleagues on the Trust Team.

    Click here to download the full job description.


  • Friday, March 25, 2022 7:39 AM | Anonymous

    At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens to our clients, and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

    If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

    Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in Philadelphia. In this role you will support the Senior Wealth Planner in Philadelphia and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.

    Some of your key responsibilities include:

    Relationship Management:

    Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.

    Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.

    Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.

    Business Development:

    Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.

    Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.

    Author articles on internal and external publication platforms and speak at external engagements if needed.

    Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels

    Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

    Qualifications:

    JD, CPA, or CFP required; LLM or CTFA a plus

    Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million)

    Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients

    Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.

    Ability to multitask and independently problem solve

    Strong networking skills

    What We Offer:

    A collaborative environment that enables you to step outside your role to add value wherever you can

    Direct access to clients, information, and experts across all business areas around the world

    Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

    A culture of inclusion that values each employee’s unique perspective

    High-quality benefits program emphasizing good health, financial security, and peace of mind

    Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

    Volunteer opportunities to give back to your community and help transform the lives of others

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

    Full time

    Click here to apply.

  • Monday, March 14, 2022 11:23 AM | Anonymous

    The Senior Tax and Estate Planner will be advising Janney clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. This person will provide tailored financial strategies to high-net-worth clients (“HNW”) by partnering with Janney’s HNW consulting team and advisors to review and analyze complex client needs and goals. As a member of the trusted advisor’s team of specialists providing an exceptional client experience the Sr Tax and Estate Partner will play an instrumental role in making sure their legacy benefits the heirs and charities they care about the most.

    This role can be based in any of the following Janney locations: Philadelphia, PA, Cleveland, OH, Cincinnati, OH, Columbus, OH, New York, NY, Pittsburgh, PA; Boston, MA, Baltimore, MD; Washington, DC, Richmond, VA, Columbia, SC, Charlotte, NC, Nashville, TN, Atlanta, GA, Palm Beach, FL, or Miami, FL.

    Primary Responsibilities:

    Leverage expert knowledge of complex income and estate tax as well as financial planning topics to develop holistic solutions for clients and prospects of the HNW Consulting group, with investable assets of over $10MM+.

    • Provide thought leadership on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships
    • Partner with HNW Consulting team to strengthen relationships with advisors and clients
    • Create and facilitate workshops for clients on recent and relevant tax and estate planning topics.
    • Review, analyze and summarize complex income tax returns and estate and trust planning documents.
    • Write educational articles and training classes for advisors on recent and relevant tax and estate planning topics, as well as on new tax laws on the impact of the laws on our industry and clients.
    • Write expert financial insights for clients on recent and relevant tax and estate planning topics, for publication on Janney website and in national publications.
    • Proactively engage in the growth and development of teammates within the Advanced Planning Team. Regularly collaborate, offer guidance, suggestions, while teaming with colleagues in the Advanced Planning team.
    • Create strong relationships with external COI’s (attorneys and accountants), to ensure quality network.

    Required Qualifications and Skills:

    • 10+ years of experience in the financial services industry required.
    • Possess at least one of the following: JD, LLM, MS in Taxation, CPA
    • MSFS, ChFC, CFP, CPA, CFA, or comparable advanced knowledge course of study preferred
    • Series 7 and 66 preferred.
    • Advanced communication, presentation, and relationship skills.
    • Proficiency using financial planning software or tools and interpreting results.
    • Knowledge of wealth management industry trends and developments.
    • Strong client relationship, communication, leadership, and interpersonal skills.
    • Demonstrated advanced written, verbal, problem solving, and analytical skills.
    • Proven experience with group facilitation, presentations, and public speaking.
    • Ability to synthesize complex technical knowledge of issues relating to financial planning including, but not limited to income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning for clients.
    • Ability to travel 30-50% of the time.

    Individuals hired to work for a team/manager based in our Philadelphia Corporate Headquarters, individuals will be required to show proof of vaccination per our Philadelphia Corporate Headquarters' policy.


  • Friday, February 25, 2022 2:13 PM | Anonymous

    Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 146-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

    We are looking for a Wealth Planning Specialist to join our King of Prussia, PA team.

    Responsibilities include:

    Support advisors with development and delivery of holistic, advice based, wealth planning services, materials and technology, under the direction and supervision of the director of wealth planning.

    Participate in a comprehensive client discovery process, including obtaining complete and accurate information and data; discerning key planning objectives, priorities and concerns; evaluating the existing plan (potential gaps/risks); and identifying potential revenue generating opportunities.

    Utilize Salesforce to research and document client related information.

    Evaluate obtained client data and enter into financial planning software. Prepare and model customized plans for clients of varying levels of income and assets (including emerging and mass affluent individuals, high net worth individuals, and closely held business owners), based upon client specific circumstances and identified planning goals and priorities.

    Provide technology support for the financial planning process. Continually advance expertise and knowledge of software utilized to develop financial plans, including but not limited to eMoney and MoneyGuidePro. Serve as the technology “subject matter expert”, providing support and training to associates on the program's usage and illustration capabilities.

    Contribute to the proposal of client specific planning solutions and strategies. Develop substantive knowledge of wealth planning concepts (including retirement, estate and trust, charitable, business succession, asset protection, tax, etc.). Grow knowledge base through continuing education and acquisition of related professional designations.

    Prepare advisors for client meetings and presentations, including review of plan presentations/reports. Meet with and present financial plans to clients (in person or virtual), as needed.

    Assist with the development, implementation and maintenance of wealth planning processes and tools to enhance the client and advisor experience.

    Participate in and contribute to advisor training initiatives.

    Perform a variety of assigned wealth planning related tasks and projects.

    Interface with advisors and other professionals inside and outside of the organization.

    Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

    Perform additional duties as required

    Qualifications:

    Minimum of 2-3 years’ experience in a financial planning role (preferably a fiduciary environment).

    Demonstrated facility with navigating sophisticated financial planning software. High level of proficiency with eMoney and MoneyGuidePro financial planning software.

    Solid understanding of financial planning concepts (including cash flow, budget, investment/portfolio, etc.). Familiarity with retirement planning, estate and trust planning, business planning, charitable planning, tax planning concepts and strategies.

    Proficiency with Microsoft Office suite (Outlook, Word, Excel, PowerPoint, Visio, Teams), WebEx.

    Experience with Salesforce (or other Customer Relationship Management software).

    Bachelor’s degree preferably in finance, economics, or accounting.

    Completed or willingness to pursue Certified Financial Planner (CFP) designation.

    FINRA Series 65 (or ability to obtain following hire).

    Strong analytical, organizational and time management skills, including ability to prioritize and perform tasks with keen attention to detail and accuracy.

    Ability to develop rapport and trusted relationships with advisors and associates.

    Excellent interpersonal, oral and written communication skills, including presentation skills.

    Ability to work independently and collaboratively as part of a team.

    Professional and positive attitude, including eagerness to learn and contribute.

    Able to work remotely without direct supervision.

    Please apply online at www.univest.net/careers

    An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.


  • Tuesday, January 04, 2022 10:09 AM | Anonymous

    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 1,400 highly customized trusts with more than $92 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:

    • J.D. required (and at least one license to practice law preferred).
    • 2-3 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.
    • Effective at working in a team environment, collaborative, and respectful of others
    • Effective computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related).
    • Motivated, solution oriented and a self-starter; independent thinking encouraged.
    • Excellent organizational skills (able to handle multiple priorities).
    • Excellent communication skills (oral and written).

    If you are interested in the position, please submit an email with resume to Lillian Meyer (meyerl@bessemer.com). Please clearly indicate you are interested in the Wilmington, DE Assistant Trust Officer 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.

    Please note: Bessemer requires that all applicants are fully vaccinated against COVID-19. Additionally, applicants will need to provide proof of vaccination prior to starting employment.

    Bessemer Trust 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.


  • Tuesday, January 04, 2022 10:08 AM | Anonymous

    Bessemer’s Delaware bank has an opening for a Trust Officer 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 1,400 highly customized trusts with more than $92 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 ideal candidate, in addition to having traditional estate planning and taxation strengths, would be comfortable with transactional work and income tax matters. That said, we are open to training an exceptional individual who might bring significant promise or transferrable skills rather than direct experience with Delaware trusts and tax knowledge.

    Responsibilities:

    • Work with Client Advisor (relationship management) teams to support and ensure proper administration of an assigned book of sophisticated trusts.
    • Prepare documents relating to the transfer of trusts to Bessemer Delaware (e.g. Acceptances of Appointment, Direction Letters).
    • Coach members of the Client Advisory teams in the proper account structure, funding, fees and coding related to new account openings.
    • Review governing instruments (e.g. trust agreements and wills) and prepare trust analyses as part of the Initial Trust Review process; follow up on critical identified action items that remain outstanding to ensure proper trust administration.
    • Review transaction documents and participate with Estate Planners, Client Advisory teams and clients’ outside counsel to adjust content/structure as needed to properly implement various funding, lending and other complex transactions; draft related Direction Letters.
    • Serve as an in-house resource for trust administration questions - solving overdrafts, providing guidance on actions that may/may not be permissible under the trust’s terms, identifying solutions and work-arounds for various problems as they arise, identifying and applying appropriate state and/or federal law to given situations – generally coaching and supporting Client Advisory teams to ensure correct trust administration.
    • Review and edit Discretionary Distribution and Special Investment Requests for presentation to Committee as part of the ongoing trust administration.
    • Work with Client Advisory teams to support all steps in the termination process including the preparation of informal settlement documents (Receipts and Releases).
    • Implement special projects in support of department and fiduciary risk management initiatives.
    • Develop and present department and firmwide training modules and materials.

    Qualifications:

    • J.D. required (and at least one license to practice law preferred)
    • Experience in personal trust administration or estate settlement preferred
    • Knowledge of income tax, estate tax, gift tax and GST tax
    • Knowledge of trust law (knowledge of DE trust law preferred)
    • Excellent analytical skills and attention to detail
    • Excellent interpersonal skills and the ability to deal effectively with a wide variety of people
    • Effective at working in a team environment, collaborative, and respectful of others
    • Effective computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related)
    • Motivated, solution oriented and a self-starter; independent thinking encouraged
    • Excellent organizational skills (able to handle multiple priorities)
    • Excellent communication skills (oral and written)

    If you are interested in the position, please submit an email with resume to Lillian Meyer (meyerl@bessemer.com). Please clearly indicate you are interested in the Wilmington, DE Trust Officer 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.

    Please note: Bessemer requires that all applicants are fully vaccinated against COVID-19. Additionally, applicants will need to provide proof of vaccination prior to starting employment.

    Bessemer Trust 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, November 10, 2021 8:05 AM | Anonymous

    The Senior Wealth Advisor position requires a deep understanding of all aspects of wealth management. The Wealth Advisor would be designing and implementing creative planning solutions for private clients. In addition to these areas of expertise, the Wealth Advisor would be required to have an understanding of investment management and investment products as well as all regulatory licensing to advise clients on these matters.

    Responsibilities

    • Review, assess, plan and implement for all of the following:
      • individual and entity income taxes
      • estates, trusts and wealth transfer
      • executive compensation
      • retirement plans
      • asset protection
      • insurances: life, liability, disability, and long term care
      • philanthropy
      • business succession
      • liquidity analysis
    • Coordinate on the above with client's other professional advisors
    • Responsible for Integrated Wealth Plans and Vaulted Documents
    • Train team on Wealth Management concepts and process
    • Advise of all new developments within Wealth Management areas
    • Develop and implement Wealth Management processes
    • Disseminate UBS' materials and information on Wealth Management
    • Assist in developing and implementing events for client appreciation and development

    Licensing Requirements

    Series 7 and 66 required (can be obtained at a later date)

    Must be attorney or registered CPA with five years experience

    This position is flexible, part-time or full-time, remote or in Philadelphia office,

    Pay range $120k - $250k annually

    Interested candidates please forward resume to Dena@gourmetshows.com


  • Tuesday, November 02, 2021 5:07 PM | Anonymous

    The global law firm of Faegre Drinker Biddle & Reath is actively recruiting an associate to join the Labor & Employment practice group in our Philadelphia office. We are seeking candidates who are admitted to practice in Pennsylvania and New Jersey and have three to five years of experience handling employment litigation and counseling employers on labor and employment law matters.

    Duties are expected to include a broad range of labor and employment law-related responsibilities, including representing clients in employment litigation and administrative agency matters, as well as providing employment-law-related counseling and guidance to employers. Candidates will have strong academic credentials, excellent writing skills, a willingness to work across offices, and produce top quality work while managing multiple assignments concurrently.

    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.

    Click here to apply online

<< First  < Prev   1   2   Next >  Last >> 

Post a Position

Employers can post a job position to hundreds of qualified professionals involved in estate planning in the Philadelphia area. 

To list a posting for up to three months, the cost is $100.00 for members and $200.00 for non-members.   Submit payment below by clicking on "Job Posting" and then email the job information to staff@philaepc.org.  Please allow up to 24 hours for a job to be posted.

Calendar

Platinum Sponsors

 
 


 
Become a Sponsor

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

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

Powered by Wild Apricot Membership Software