Estate Planning Specialist
Echeloncareers
About this role
The Estate Planning Specialist at Ventum Financial Corp provides comprehensive financial planning advice and insurance solutions to clients in collaboration with Investment Advisors. The role focuses on developing personalized financial and insurance plans, maintaining client relationships, and supporting the firm's growth through insurance product sales. It requires a deep understanding of insurance, estate planning, and wealth preservation, with a strong emphasis on compliance and client service.
Skills
Qualifications
About Echeloncareers
echelon-partners.comECHELON Partners is a boutique investment bank and strategy consultancy focused on the wealth and investment management industry. They provide M&A and capital markets advisory, strategic and performance consulting, and related services to help RIAs, asset managers, and private wealth firms grow and optimize their businesses. The firm works with elite industry players to bring strategic vision to life, power performance, and drive measurable business results — and they also convene industry events like the Deals & Dealmakers Summit.
About Echeloncareers
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Echeloncareers.
Salary
$85k – $105k
per year