Revision Wealth Management · 12 hours ago
Legacy Planning Consultant
Jacksonville, Florida, United States
Full-time
Onsite
Mid LevelRevision Wealth Management is focused on helping clients with their legacy and estate decisions. The Legacy Planning Consultant will guide clients through estate planning considerations, collaborate with advisors and attorneys, and educate clients on estate planning concepts.
Financial Services
Responsibilities
Guide clients through legacy and estate planning considerations as part of their overall retirement strategy
Help households determine the most appropriate estate planning path based on family dynamics, assets, and long-term goals
Review existing estate documents and identify gaps, risks, or misalignment
Collaborate with advisors, paraplanners, and external estate attorneys to support implementation
Educate clients on estate planning concepts in clear, plain language
Support ongoing legacy conversations as client circumstances evolve
Qualification
Required
Experience in estate planning field, financial planning, or a closely related advisory field
Strong client communication and relationship skills
High ethical standards and sound professional judgment
Comfort working collaboratively within a planning team
Ability to manage sensitive conversations with professionalism and care
Company
Revision Wealth Management
Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to provide exceptionally tailored financial solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase