Feb 15, 2024
Senior Estate Planning Specialist Featured
Job Description We are currently seeking qualified candidates to join Carnegie Investment Counsel (CIC) as a Senior Estate Planning Specialist in our Indianapolis office. The Senior Estate Planning Specialist will join a highly talented team of investment, wealth management, and advisory professionals who service the needs of high-net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of excellence in the Estate Planning industry. Responsibilities The essential functions include, but are not limited to the following: · Work closely with Carnegie’s Strategic Planning Committee to enhance Tax Planning, Financial Planning and Wealth Management service offerings and related technology solutions. · Assist Relationship Managers in client-facing communication. · Complete detailed estate document reviews. · Direct internal knowledge building seminars. · Drive cohesiveness between client trusted professionals such as Estate...
Carnegie Capital Asset Management Indianapolis, IN, USA Full time