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Corporate Vice President, Nautilus Advanced Planning Attorney
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- In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing, and communications supports our agents and field managers.
- The Nautilus Group is an exclusive, nation-wide resource accessible to an elite group of over 200 of the most accomplished financial service professionals in the industry.
- The ideal candidate will have, at a minimum, seven years of experience in the areas of estate planning, business planning, charitable planning, asset protection planning and income tax planning.
- Estate Planning Case Design - Create customized and sales focused estate planning cases that specifically address a client’s planning needs (including but not limited to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning).
- CPA, ChFC, FINRA Series 7 and 66 (or 63 and 65) preferred.
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