• Job Description

  Req#: ESTAT002911

  ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Utilize familiarity with estate planning process and income tax, transfer tax, and trust and estate laws to deliver comprehensive wealth planning advice and strategic consulting services.
  • Apply your previous experiences in tax, trust and estate planning to help develop long term relationships with clients and drive business results.
  • Research and analyze trends that may impact clients and their wealth management plans.
  • Sustain a strong familiarity with specific issues that arise with wealthy clients and display distinct ability to respond to estate planning or wealth management issues and offer advice to clients on how to proceed upon notice of a major life event or change in tax law.
  • Develop and maintain strong relationships with Stephens financial consultants.
  • Provide training to new Stephens financial consultants in the areas of basic tax and estate planning.
  • Maintain knowledge of general economic and political trends and stay abreast of possible tax or other legislation that could affect the business climate.
  • Work with client attorneys, CPAs and other third party advisors as needed to memorialize client’s intent through document production, and to implement and carry out the client’s wealth management plans.
  • Write technical articles that promote and support the wealth management platform and related strategies.
  • Communicate to the Director of Stephens Wealth Planning & Strategy Group and other appropriate firm personnel important developments affecting the firm’s clients.
  • Act as a resource for tax preparers/specialists on specific tax issues and related questions.
  • Perform other duties as assigned by the Director of the Stephens Wealth Planning & Strategy Group.

  EDUCATION AND/OR EXPERIENCE

  • Bachelor’s degree and J.D. required
  • LLM in taxation and/or CPA required
  • 2+ years of experience in private legal practice, with a concentration in tax, trust and estate planning services required

  • Experience advising high net worth clients with respect to federal transfer tax, estate planning, and federal income tax matters
  • Experience drafting wills, trusts and other wealth transfer vehicles
  • Solid understanding of the underlying economics of various life insurance products and the way these products can be incorporated into estate and financial planning transactions

  KNOWLEDGE, SKILLS AND ABILITIES

  • Detailed understanding regarding all aspects of trusts, including: trust law; trust provisions; trust operation; trust administration
  • Excellent verbal and written presentation skills
  • Strong technical and analytical skills
  • Detail oriented
  • Ability to understand complex financial concepts
  • Polished, professional presence
  • Goal motivated
  • Strong intellectual curiosity to understand complex new financial products and legal concepts
  • Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required
  • Ability to maintain confidentiality
    
    

  CERTIFICATIONS, LICENSES, REGISTRATIONS

  The following registrations will be required within 12 months of employment:

  • SIE – Securities Industry Essentials
  • Series 7 – General Securities Representative
  • Series 66 – Uniform Combined State Law
  • Life & Health Insurance License

  #LI-DNI

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Founded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with ...

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