G.I.A Legacy Planning Specialist

Responsibilities

• Develop and manage comprehensive legacy planning strategies for high-net-worth clients.
• Coordinate with legal, tax, and financial teams to ensure seamless execution of G.I.A (Grand Investment Account) legacy solutions.
• Conduct client interviews to assess goals, risk tolerance, and family dynamics.
• Prepare detailed legacy plans, including wills, trusts, and charitable giving vehicles.
• Maintain compliance with regulatory requirements and internal policies.
• Provide ongoing client education and support throughout the lifecycle of the legacy plan.

Requirements

• Bachelor’s degree in Finance, Business, Law, or related field; advanced degree or certification (CFP, CPA, JD) preferred.
• 5+ years of experience in wealth management, estate planning, or legacy services.
• Strong understanding of tax implications, trust structures, and fiduciary responsibilities.
• Excellent communication and relationship‑building skills.
• Proficiency with G.I.A platform and financial planning software.
• Detail‑oriented with strong analytical and problem‑solving abilities.

Benefits

• Competitive salary with performance‑based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) with company match.
• Generous paid time off and holidays.
• Professional development stipend and certification support.
• Remote‑first work environment with flexible hours.

FAQ

• Is remote work allowed? Yes, the role is fully remote with occasional in‑person meetings as needed.
• What is the onboarding process? New hires undergo a two‑week orientation covering company culture, G.I.A platform training, and compliance.
• Are there growth opportunities? Career paths include Senior Planner, Team Lead, and Director of Legacy Services.
• What tools will I use? Our tech stack includes G.I.A Suite, Microsoft 365, and industry‑standard planning software.