Skill

Estate Planning

Legal and Compliance

Estate planning is the process of arranging for the management and distribution of a person's assets after death or incapacitation, typically involving wills, trusts, powers of attorney, and beneficiary designations. It's a key skill for estate planning attorneys, financial advisors, and wealth managers who help clients minimize taxes, avoid probate complications, and ensure their wishes are carried out. It also encompasses healthcare directives and guardianship arrangements for dependents.

Open roles requiring Estate Planning (1)

Wealth Planning Strategist

Nuveen

$163,000 – $228,000

This role advises wealthy clients on sophisticated estate, tax, and financial planning strategies while supporting TIAA's wealth management team. It suits experienced estate and tax planners who excel at client relationships and can translate complex planning concepts into clear guidance.

Listed on Nuveen’s careers site · Apply there ↗

• Tax Planning
• Financial Planning
• Wealth Management
• Retirement Planning
• Tax Laws
• Marriage