Trust & Estate Planning Specialist
Compensation
$220k – $260k /yr
Employment type
Full-time
Work setting
On-site
Location
New York, NY
Schedule
Day shift
Posted
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Job overview
The Trust & Estate Planning Specialist is an onsite role based in New York, NY. The salary range is $220,000 - $260,000 per year, supporting the Advice, Planning & Fiduciary Services Team. This role exists to provide expert advice on tax, trust, and estate planning to wealthy clients. The specialist will contribute to the team by collaborating with internal and external experts to deliver comprehensive wealth management solutions.
What you'll do
- Advise clients on tax and estate planning, support advisor teams, and promote internal trust company capabilities.
What we're looking for
- Skills & competencies
- full-timeday shiftnew york nyfinancetrustestate planningwealth managementlegalonsite$220k-$260k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, Dental, Vision, 401(k), Paid Time Off
Why this role
Requires 10+ years of experience and a J.D.
About the employer
Neuberger is hiring for this role. Industry: Trusts, Estates, and Agency Accounts. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trusts, Estates, and Agency Accounts
- Occupation code
- 11-3031.00
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Listing ID: 5f9f686a-44bb-4051-984f-426ef7ef8753