Home › Companies › 35BACCE35D7DFF904FFADFB6304E2326 › Estate Planning Attorney
Estate Planning Attorney
35BACCE35D7DFF904FFADFB6304E2326 · Draper Office - Draper, UT 84020; 14034 South 145 East, Draper, UT, 84020, USA · Remote · Active · Paycom ATS
Job facts
| Field | Value |
|---|---|
| Company | 35BACCE35D7DFF904FFADFB6304E2326 |
| Title | Estate Planning Attorney |
| Normalized title | - |
| Department / team | - |
| Location | Draper, UT, United States |
| Work model | Remote / Remote |
| Employment type | - |
| Salary | USD $0 - $0 |
| Status | active |
| ATS provider | Paycom ATS |
| Posted / first seen | 2026-04-30 / 2026-05-31 |
| Changed / last seen | 2026-06-02 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from 35BACCE35D7DFF904FFADFB6304E2326. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Paycom ATS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Draper. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | 35BACCE35D7DFF904FFADFB6304E2326 |
| Source | 138430a6-0c75-4263-b7e1-52260a381a9e |
| ATS provider | Paycom ATS |
Description
Description
Job Purpose:
To provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.
Key Responsibilities:
Client Consultation:
Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.
Meet with prospective clients to design estate plans and offer services.
Consult with existing clients over the phone to review and update their estate plans.
Seminar Participation:
Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.
Provide follow-up consultations to seminar attendees to convert leads into clients.
Client Management:
Serve as a liaison with Anderson's tax and other planning departments to ensure integrated client services.
Manage client relationships, ensuring satisfaction and addressing any concerns or questions.
Special Projects:
Engage in special projects related to client matters involving estate planning, consulting, and research.
Stay current with changes in estate planning laws and best practices to provide the highest quality service to clients.
Competencies:
Integrity
Acts as a role model for ethical behavior.
Resolves complex ethical dilemmas.
Provides guidance on ethical issues to colleagues.
Accountability
Oversees team projects and ensures accountability at all levels.
Takes responsibility for team performance and outcomes.
Coaches others in taking responsibility for their work.
Customer Focused
Builds and maintains strong relationships with key customers.
Anticipates customer needs and offers proactive solutions.
Leads initiatives to improve customer service practices.
Time Management / Organization
Plans and organizes team projects and resources.
Implements effective time management strategies for the team.
Anticipates and addresses potential scheduling conflicts.
Communication
Communicates complex ideas clearly and persuasively.
Manages difficult conversations with tact and diplomacy.
Coaches others on effective communication techniques.
Teamwork
Leads team projects and fosters a collaborative environment.
Mentors and supports team members to enhance performance.
Manages significant team conflicts effectively.
Self-Motivated
Inspires and motivates others to achieve high performance.
Takes on challenging projects and drives them to completion.
Leads initiatives to improve team or department performance.
Required Qualifications:
Juris Doctor (JD) degree from an accredited law school.
Licensed to practice law in any state. Bar registration must be in good standing
1-3 years of experience in estate planning or probate.
Strong public speaking skills and ability to engage audiences.
Self-motivated with a commitment to continuous learning and professional development.
Preferred Qualifications:
Experience in estate planning, tax advisory, or related fields.
Strong interpersonal and communication skills.
Ability to work independently and as part of a team.
Performance Metrics:
Client Satisfaction: Measured by client feedback and satisfaction survey results.
Document Accuracy: Quality and accuracy of estate planning documents.
Seminar Effectiveness: Success in engaging and converting seminar attendees to clients.
Team Collaboration: Effectiveness in working with team members and other departments.
Professional Development: Commitment to continuous learning and improvement.
About Anderson
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
Plan for the future with a 401(k) matching program
Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check, drug screen, internet, and social media search are required for employment.
Full job record
| Job ID | bdca7afed3ce0099da62d3d863e826509ccff895 |
| Org ID | cf89d5a5-15bf-450c-9714-1923c63c7921 |
| Source ID | 138430a6-0c75-4263-b7e1-52260a381a9e |
| Board ID | 138430a6-0c75-4263-b7e1-52260a381a9e |
| Provider | paycom |
| Provider Job Key | 459353 |
| Title | Estate Planning Attorney |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Draper Office - Draper, UT 84020; 14034 South 145 East, Draper, UT, 84020, USA |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | UT |
| City | Draper |
| Salary Raw | USD $0 - $0 |
| Salary Min | 0 |
| Salary Max | 0 |
| Salary Currency | USD |
| Salary Period | — |
| Source URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=459353&clientkey=35BACCE35D7DFF904FFADFB6304E2326 |
| Apply URL | https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=459353&clientkey=35BACCE35D7DFF904FFADFB6304E2326 |
| First Seen At | 2026-05-31 19:03:32Z |
| Last Seen At | 2026-06-06 19:21:39Z |
| Last Checked At | 2026-06-06 19:21:39Z |
| Last Changed At | 2026-06-02 09:53:46Z |
| Inactive At | — |
| Source Posted At | 2026-04-30 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=paycom/board=35BACCE35D7DFF904FFADFB6304E2326/date=2026-06-06/2026-06-06T19-21-37-280Z-e0d50d21e49a544744d7b989a89fdc2a6b865bcf6372c91f4ab217d400b997a8.json |
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"description": "<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Job Purpose:</strong></span></span><br />\r\n<br />\r\n<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">To provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.</span></span><br />\r\n<br />\r\n<br />\r\n<span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Key Responsibilities:</strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Client Consultation:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Meet with prospective clients to design estate plans and offer services.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Consult with existing clients over the phone to review and update their estate plans.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Seminar Participation:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Provide follow-up consultations to seminar attendees to convert leads into clients.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Client Management:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Serve as a liaison with Anderson's tax and other planning departments to ensure integrated client services.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Manage client relationships, ensuring satisfaction and addressing any concerns or questions.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Special Projects:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Engage in special projects related to client matters involving estate planning, consulting, and research.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Stay current with changes in estate planning laws and best practices to provide the highest quality service to clients.</span></span></li>\r\n</ul>\r\n\r\n<p> </p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Competencies:</strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Integrity</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Acts as a role model for ethical behavior.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Resolves complex ethical dilemmas.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Provides guidance on ethical issues to colleagues.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Accountability</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Oversees team projects and ensures accountability at all levels.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Takes responsibility for team performance and outcomes.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Coaches others in taking responsibility for their work.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Customer Focused</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Builds and maintains strong relationships with key customers.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Anticipates customer needs and offers proactive solutions.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Leads initiatives to improve customer service practices.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Time Management / Organization</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Plans and organizes team projects and resources.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Implements effective time management strategies for the team.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Anticipates and addresses potential scheduling conflicts.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Communication</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Communicates complex ideas clearly and persuasively.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Manages difficult conversations with tact and diplomacy.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Coaches others on effective communication techniques.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Teamwork</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Leads team projects and fosters a collaborative environment.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Mentors and supports team members to enhance performance.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Manages significant team conflicts effectively.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><em>Self-Motivated</em></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Inspires and motivates others to achieve high performance.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Takes on challenging projects and drives them to completion.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Leads initiatives to improve team or department performance.</span></span></li>\r\n</ul>\r\n\r\n<p> </p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Required Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Juris Doctor (JD) degree from an accredited law school.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Licensed to practice law in any state. Bar registration must be in good standing</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">1-3 years of experience in estate planning or probate.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Strong public speaking skills and ability to engage audiences.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Self-motivated with a commitment to continuous learning and professional development.</span></span></li>\r\n</ul>\r\n\r\n<p> </p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Preferred Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Experience in estate planning, tax advisory, or related fields.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Strong interpersonal and communication skills.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Ability to work independently and as part of a team.</span></span></li>\r\n</ul>\r\n\r\n<p> </p>\r\n\r\n<p><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\"><strong>Performance Metrics:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Client Satisfaction: Measured by client feedback and satisfaction survey results.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Document Accuracy: Quality and accuracy of estate planning documents.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Seminar Effectiveness: Success in engaging and converting seminar attendees to clients.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Team Collaboration: Effectiveness in working with team members and other departments.</span></span></li>\r\n\t<li><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#000000;\">Professional Development: Commitment to continuous learning and improvement.</span></span></li>\r\n</ul>\r\n",
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This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.\\r\\n\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nClient Consultation:\\r\\n\\r\\n\\r\\n\\tDraft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.\\r\\n\\tMeet with prospective clients to design estate plans and offer services.\\r\\n\\tConsult with existing clients over the phone to review and update their estate plans.\\r\\n\\r\\n\\r\\nSeminar Participation:\\r\\n\\r\\n\\r\\n\\tSpeak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.\\r\\n\\tProvide follow-up consultations to seminar attendees to convert leads into clients.\\r\\n\\r\\n\\r\\nClient Management:\\r\\n\\r\\n\\r\\n\\tServe as a liaison with Anderson's tax and other planning departments to ensure integrated client services.\\r\\n\\tManage client relationships, ensuring satisfaction and addressing any concerns or questions.\\r\\n\\r\\n\\r\\nSpecial Projects:\\r\\n\\r\\n\\r\\n\\tEngage in special projects related to client matters involving estate planning, consulting, and research.\\r\\n\\tStay current with changes in estate planning laws and best practices to provide the highest quality service to clients.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nCompetencies:\\r\\n\\r\\nIntegrity\\r\\n\\r\\n\\r\\n\\tActs as a role model for ethical behavior.\\r\\n\\tResolves complex ethical dilemmas.\\r\\n\\tProvides guidance on ethical issues to colleagues.\\r\\n\\r\\n\\r\\nAccountability\\r\\n\\r\\n\\r\\n\\tOversees team projects and ensures accountability at all levels.\\r\\n\\tTakes responsibility for team performance and outcomes.\\r\\n\\tCoaches others in taking responsibility for their work.\\r\\n\\r\\n\\r\\nCustomer Focused\\r\\n\\r\\n\\r\\n\\tBuilds and maintains strong relationships with key customers.\\r\\n\\tAnticipates customer needs and offers proactive solutions.\\r\\n\\tLeads initiatives to improve customer service practices.\\r\\n\\r\\n\\r\\nTime Management / Organization\\r\\n\\r\\n\\r\\n\\tPlans and organizes team projects and resources.\\r\\n\\tImplements effective time management strategies for the team.\\r\\n\\tAnticipates and addresses potential scheduling conflicts.\\r\\n\\r\\n\\r\\nCommunication\\r\\n\\r\\n\\r\\n\\tCommunicates complex ideas clearly and persuasively.\\r\\n\\tManages difficult conversations with tact and diplomacy.\\r\\n\\tCoaches others on effective communication techniques.\\r\\n\\r\\n\\r\\nTeamwork\\r\\n\\r\\n\\r\\n\\tLeads team projects and fosters a collaborative environment.\\r\\n\\tMentors and supports team members to enhance performance.\\r\\n\\tManages significant team conflicts effectively.\\r\\n\\r\\n\\r\\nSelf-Motivated\\r\\n\\r\\n\\r\\n\\tInspires and motivates others to achieve high performance.\\r\\n\\tTakes on challenging projects and drives them to completion.\\r\\n\\tLeads initiatives to improve team or department performance.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nRequired Qualifications:\\r\\n\\r\\n\\r\\n\\tJuris Doctor (JD) degree from an accredited law school.\\r\\n\\tLicensed to practice law in any state. Bar registration must be in good standing\\r\\n\\t1-3 years of experience in estate planning or probate.\\r\\n\\tStrong public speaking skills and ability to engage audiences.\\r\\n\\tSelf-motivated with a commitment to continuous learning and professional development.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nPreferred Qualifications:\\r\\n\\r\\n\\r\\n\\tExperience in estate planning, tax advisory, or related fields.\\r\\n\\tStrong interpersonal and communication skills.\\r\\n\\tAbility to work independently and as part of a team.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nPerformance Metrics:\\r\\n\\r\\n\\r\\n\\tClient Satisfaction: Measured by client feedback and satisfaction survey results.\\r\\n\\tDocument Accuracy: Quality and accuracy of estate planning documents.\\r\\n\\tSeminar Effectiveness: Success in engaging and converting seminar attendees to clients.\\r\\n\\tTeam Collaboration: Effectiveness in working with team members and other departments.\\r\\n\\tProfessional Development: Commitment to continuous learning and improvement.\\r\\n\\r\\nAbout AndersonAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!\\n\\nAnderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.\\n\\n \\n\\nServing investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.\\n\\n \\n\\nAt Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.\\n\\n \\n\\nWe support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.\\n\\n \\n\\nAnderson Advisors offers robust benefits including:\\n\\n\\n\\tEmbrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.\\n\\tKickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.\\n\\tPrioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.\\n\\tPlan for the future with a 401(k) matching program\\n\\tRecharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.\\n\\tStay active with a $35 monthly gym membership subsidy.\\n\\n\\n \\n\\nPlease note that a full background check, drug screen, internet, and social media search are required for employment. \\n\",\"responsibilities\":\"Job Purpose:\\r\\n\\r\\nTo provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.\\r\\n\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nClient Consultation:\\r\\n\\r\\n\\r\\n\\tDraft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.\\r\\n\\tMeet with prospective clients to design estate plans and offer services.\\r\\n\\tConsult with existing clients over the phone to review and update their estate plans.\\r\\n\\r\\n\\r\\nSeminar Participation:\\r\\n\\r\\n\\r\\n\\tSpeak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.\\r\\n\\tProvide follow-up consultations to seminar attendees to convert leads into clients.\\r\\n\\r\\n\\r\\nClient Management:\\r\\n\\r\\n\\r\\n\\tServe as a liaison with Anderson's tax and other planning departments to ensure integrated client services.\\r\\n\\tManage client relationships, ensuring satisfaction and addressing any concerns or questions.\\r\\n\\r\\n\\r\\nSpecial Projects:\\r\\n\\r\\n\\r\\n\\tEngage in special projects related to client matters involving estate planning, consulting, and research.\\r\\n\\tStay current with changes in estate planning laws and best practices to provide the highest quality service to clients.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nCompetencies:\\r\\n\\r\\nIntegrity\\r\\n\\r\\n\\r\\n\\tActs as a role model for ethical behavior.\\r\\n\\tResolves complex ethical dilemmas.\\r\\n\\tProvides guidance on ethical issues to colleagues.\\r\\n\\r\\n\\r\\nAccountability\\r\\n\\r\\n\\r\\n\\tOversees team projects and ensures accountability at all levels.\\r\\n\\tTakes responsibility for team performance and outcomes.\\r\\n\\tCoaches others in taking responsibility for their work.\\r\\n\\r\\n\\r\\nCustomer Focused\\r\\n\\r\\n\\r\\n\\tBuilds and maintains strong relationships with key customers.\\r\\n\\tAnticipates customer needs and offers proactive solutions.\\r\\n\\tLeads initiatives to improve customer service practices.\\r\\n\\r\\n\\r\\nTime Management / Organization\\r\\n\\r\\n\\r\\n\\tPlans and organizes team projects and resources.\\r\\n\\tImplements effective time management strategies for the team.\\r\\n\\tAnticipates and addresses potential scheduling conflicts.\\r\\n\\r\\n\\r\\nCommunication\\r\\n\\r\\n\\r\\n\\tCommunicates complex ideas clearly and persuasively.\\r\\n\\tManages difficult conversations with tact and diplomacy.\\r\\n\\tCoaches others on effective communication techniques.\\r\\n\\r\\n\\r\\nTeamwork\\r\\n\\r\\n\\r\\n\\tLeads team projects and fosters a collaborative environment.\\r\\n\\tMentors and supports team members to enhance performance.\\r\\n\\tManages significant team conflicts effectively.\\r\\n\\r\\n\\r\\nSelf-Motivated\\r\\n\\r\\n\\r\\n\\tInspires and motivates others to achieve high performance.\\r\\n\\tTakes on challenging projects and drives them to completion.\\r\\n\\tLeads initiatives to improve team or department performance.\\r\\n\\r\\n\\r\\n \\r\\n\\r\\nRequired Qualifications:\\r\\n\\r\\n\\r\\n\\tJuris Doctor (JD) degree from an accredited law school.\\r\\n\\tLicensed to practice law in any state. 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"qualifications": "<p><strong>Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!</strong></p>\n\n<p>Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.</p>\n\n<p> </p>\n\n<p>Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.</p>\n\n<p> </p>\n\n<p>At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.</p>\n\n<p> </p>\n\n<p>We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.</p>\n\n<p> </p>\n\n<p><strong>Anderson Advisors offers robust benefits including:</strong></p>\n\n<ul>\n\t<li>Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.</li>\n\t<li>Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.</li>\n\t<li>Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.</li>\n\t<li>Plan for the future with a 401(k) matching program</li>\n\t<li>Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.</li>\n\t<li>Stay active with a $35 monthly gym membership subsidy.</li>\n</ul>\n\n<p> </p>\n\n<p>Please note that a full background check, drug screen, internet, and social media search are required for employment. </p>\n",
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