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    Paralegal (Estate Planning) - Phoenix, United States - Magellan Financial & Insurance Services, Inc.

    Magellan Financial & Insurance Services, Inc.
    Magellan Financial & Insurance Services, Inc. Phoenix, United States

    3 weeks ago

    Magellan Financial & Insurance Services, Inc. background
    Description

    Your Chance to Join a Rapidly Growing Company and Shape Financial Futures

    Who We Are:

    Foundations Investment Advisors, located in Phoenix, Arizona ( transcends traditional asset management to craft futures. With over $5 billion in assets under management and a swiftly expanding team, we distinguish ourselves as a formidable presence in the financial sector. Our motto, "More. Better. Different.", embodies our innovative spirit. We specialize in comprehensive financial planning, with a particular emphasis on estate planning, demonstrating our dedication to outstanding and creative financial solutions.

    The Role:

    We are looking for an Estate Planning Paralegal with extensive experience in estate planning and a commitment to assisting others. In this position, you will play a crucial role in aiding our financial planners nationwide as they develop thorough estate plans for their clients. Your expertise will significantly bolster the capabilities of our advisors, who specialize in retirement planning and wealth management for individuals and families, particularly those in the mass affluent category who are approaching or have entered retirement.

    Your Impact:

    • Providing expert estate planning advice to our advisors.
    • Assisting in building comprehensive financial plans.
    • Helping our advisors better serve their clients and gather more assets.
    • Utilizing tools like estate and financial planning software.

    You're Perfect If You:

    • Possess deep knowledge of estate planning.
    • Are a teacher at heart, and can communicate the things you know to others.
    • Have excellent communication skills to interact with advisors.
    • Are dependable, collaborative, and eager to be part of a long-term journey with us.
    • Are experienced in drafting Wills, Trusts, and Power of Attorney documents.

    Why You'll Love It Here:

    • Be part of a team that values innovation, skill, and growth.
    • Work in a state-of-the-art office environment with advanced marketing operations.
    • Contribute to a culture that focuses on making a real difference in clients' lives.
    • Join a company that is growing and expanding rapidly, creating dozens of incredible new opportunities for our people to lead and move their careers forward.

    Join our mission to provide 'Comprehensive Financial Planning for Everyone' and become a key member of a team that is defining the financial futures of numerous families

    This role is not remote. Foundations Investment Advisors is an equal opportunity employer.

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