Wealth Services Estate Planner/Attorney jobs in United States
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Liberty Federal Credit Union · 1 day ago

Wealth Services Estate Planner/Attorney

positionBURKHARDT OFFICE, Evansville, IN, US
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Liberty Federal Credit Union is a full-service credit union committed to providing exceptional financial services and personalized solutions. They are seeking an Estate Planning Attorney to lead a new program offering focused on estate planning, serving existing clients and driving program expansion.

BankingCreditFinancial Services

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

Qualification

Juris Doctor (JD)Estate planning lawStrategic planningLeadership skillsWealth managementFinancial planningCommunication skillsInterpersonal skills

Required

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

Benefits

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

Company

Liberty Federal Credit Union

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About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services.
dateFounded in 1936
location
Evansville, Indiana, USA
people-size501-1000 employees
web-link
https://etfcu.org

Funding

Current Stage
Late Stage

Leadership Team

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Aaron Veech
SVP of Finance / Chief Financial Officer
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Mark Winchester
EVP/CLO of Lending
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