Wealth Services Estate PlannerAttorney
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Job Location:
Evansville, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Liberty FCU a full-service credit union is committed to providing exceptional financial services and personalized solutions to our members. Our Wealth Services team integrates investment insurance and planning strategies to help members achieve their financial goals. Liberty Wealth Services is seeking an Estate Planning Attorney to lead a new program offering located at our Burkhardt Office at 1900 Hirschland Road in Evansville IN. This is an exciting opportunity to build and grow a brand-new sub-department focused on estate planning. Initially this role will serve the estate planning needs of our existing Wealth Services clients while also driving the expansion and development of this new offering. If interested please proceed by clicking apply.
Key Responsibilities:
- Provide estate planning services to existing Wealth Services clients including wills trusts and related legal documentation.
- Lead the strategic development and growth of Liberty Wealth Services estate planning program.
- Collaborate with wealth advisors to integrate estate planning into holistic financial strategies.
- Ensure compliance with all applicable laws and regulations.
- Build and manage relationships with clients and internal stakeholders.
- Develop processes resources and best practices for the new estate planning department.
QualificationsRequired:
- Juris Doctor (JD) degree and active license to practice law in Indiana.
- Minimum 2 years of experience in estate planning law.
- Strong leadership and strategic planning skills.
- Excellent communication and interpersonal abilities.
Preferred:
- Experience building or leading a legal or financial services program.
- Familiarity with wealth management and financial planning concepts.
- Competitive salary performance-based incentives and a comprehensive benefits package.
- Paid Holidays
- Paid Time Off (Vacation Sick and Personal Days)
- Medical Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer Minority/Female/Disability/Protected Veteran.
Required Experience:
IC
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
