Overview:
Bizsentials Consulting is looking for an Estate Planning & Retirement Consultant to help entrepreneurs and small business owners plan for long-term financial security, retirement, and wealth transfer. This consultant will provide guidance on estate planning, asset protection, business succession, and tax-efficient retirement strategies.
Responsibilities:
- Advise clients on estate planning strategies, wills, trusts, and asset protection.
- Assist business owners in developing succession plans for their businesses.
- Provide retirement planning strategies, including investment options and tax-deferred accounts (IRAs, 401(k)s, SEP IRAs, etc.).
- Educate clients on minimizing estate taxes and maximizing wealth transfer.
- Guide entrepreneurs in setting up financial safety nets for business continuity.
- Work with attorneys and financial planners to create customized legacy plans.
- Ensure business owners understand buy-sell agreements and key person insurance for business transitions.
Requirements:
- 5+ years of experience in estate planning, financial advising, or retirement consulting.
- Strong knowledge of trusts, wills, and asset protection strategies.
- Experience advising business owners on succession planning and wealth transfer.
- Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or similar credentials preferred.
- Ability to explain complex financial concepts in simple terms.
Preferred Qualifications:
- Background in tax law, probate law, or business law.
- Experience in structuring family business transitions and generational wealth planning.
- Knowledge of real estate investment planning and tax optimization.
Compensation & Work Structure:
- Contract-based position with compensation per project or hourly consulting rate.
- Fully remote with flexible scheduling.
- Potential for long-term consulting engagements.
Job Type: Remote
