Senior Estate Planning Strategist

| Greater Denver Area
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About us:

Personal Capital gives you the clarity and confidence to achieve your financial goals.

Our free online tools combine all of your accounts in one place. A powerful dashboard provides deep insights and allows you to understand your total financial picture. Our expert advisors use these same tools to provide personalized wealth management that dynamically evolves with your changing life. As fiduciaries, we are legally bound to act in your best interest. With an emphasis on holistic planning, risk management, and after-tax returns, the focus is always on total value.

Transform how you track and manage your financial life with Personal Capital.

Duties and Responsibilities:

The Estate Planning Strategist will review current and prospective client estate plans and consults directly with Personal Capital Advisors and clients around wealth planning strategies, including:

  • Reviewing and summarizing current estate plans, wills and trusts in order to help clients identify inefficiencies and opportunities.
  • Providing insights and recommendations on how to improve outcomes based on the client’s personal financial circumstances and goals.
  • Work to innovate and improve the current systematic methodology for delivering estate analysis to advisors and clients directly.
  • Expand a national estate planning attorney network, providing clients with potential professional referrals.

Documents & topics to review include:

  • Various types of trusts (revocable living trusts, bypass, ILIT, QTIP, CRT, etc).
  • Other vital docs (living will, last will, durable POA, medical POA, etc).
  • Probate: the ramifications and potential ways to avoid it.
  • Business/LLC structure
  • Wealth transfer
  • Charitable giving
  • Business succession planning


Required Qualifications & Experience:

  • Requires JD and 7+ years of experience in estate planning.
  • Comfortable transitioning to an advisory role vs. billable hours.
  • Experience with client facing conversations.
  • Advanced research skills to assist in providing possible solutions for complex client issues.
  • Experience in working in a highly automated environment for managing content and delivering advice, including familiarity with current Estate Planning technologies to assist in analyzing client data.
  • Excellent written, verbal and analytical skills; ability to multitask and balance priorities.
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!

Will

Sr. Recruiter

How do you collaborate with other teams in the company?

I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.

Chris

Business Analyst

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.

Jordan

Recruiter

How do you make yourself accessible to the rest of the team?

To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!

Danielle

Manager | Senior Financial Advisor

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.

Meghan

Director of Human Resources: Talent Acquisition, Development, and Retention

What are Personal Capital Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Personal Capital provides 4 weeks of parental leave. In addition, Personal Capital offers supplemental wage replacement for employees who elect to utilize a paid pregnancy disability leave plan.
Adoption Assistance
We offer up to four weeks of wage replacement options for employees on parental leave following adoption.
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes Cross-department program, Career mentoring.
Online course subscriptions available
Customized development tracks
Paid industry certifications
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