Job Details

Trusts and Estates Attorney in Denver, CO

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Company name

Jackson National Life Insurance Company

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 10 yrs required

Location

USA Denver, CO

Date Last Verified

Dec 05,2017

Posted on

Nov 15,2017

26 hits

Profile

Managing Director, Private Wealth and Trust The candidate supports the use of firm annuities within private banks, bank trust companies and community trusts. Establishes new business partnerships. Service and deepen existing relationships. Assists private wealth professionals at private banks, bank trusts, and community trusts. Understands the use of annuities/advisory products, so they can be used to position and structure annuity options within various account types and advanced planning scenarios.

Qualification and Experience

The candidate should have a Bachelor’s degree. Must have advanced degree or designation (examples include JD, LLM, CPA, CFA, CFP). Should have 10+ years of financial services industry experience. Knowledge of investment industry and ability to thoroughly understand and communicate the firm’s products, strategies, and processes to investment committees and portfolio managers is essential. Knowledge of and experience with advanced tax and estate planning concepts and strategies is needed. Must be proficient in Microsoft Office environment, Word, Excel, and PowerPoint. Experience leveraging a variety of databases and customer relationship management (CRM) systems to achieve results is needed. Experience in the trust marketplace required. Knowledge of advanced planning strategies and concepts required. Must have FINRA Series 6 or 7, 63 and state insurance license, or attain within first 60 days.

Additional info

Ref: JAC003B2.

Company info

Hiring Coordinator
Jackson National Life Insurance Company
8055 E. Tufts Avenue
2nd Floor
Denver, CO 80237