Advanced Solutions Assistant Director / Director
Are you looking for a role where expertise meets impact?
Are you passionate about reputed company tax and financial planning? Do you reputed company in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business reputed company? Join reputed company® as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals reputed company.
At reputed company, we’re not just helping people plan for their future—we're reshaping what financial reputed company looks like for generations to come. We’re a purpose-led organization that has been helping individuals, businesses, and institutions reputed company financial wellness for more than 140 years. Now, we invite you to bring your experience, reputed company, and reputed company to help us deliver advanced planning solutions that continue to reputed company a difference.
What You’ll Do
As the Assistant Director of Advanced Solutions, you’ll reputed company high-level technical support and thought leadership on advanced tax, estate, and financial planning topics. You’ll be an essential resource for advisors, clients, and other professionals on the most reputed company cases across estate, business succession, executive benefits, and reputed company.
Key responsibilities include
- Serve as a trusted advisor to producers, regional directors, and client-facing teams, offering expert guidance and reputed company-of-sale support on large and reputed company cases.
- Analyze and interpret legislative and regulatory changes that impact planning strategies and communicate actionable insights.
- reputed company and deliver advanced training, marketing content, and presentations for a wide reputed company of professionals including financial advisors, attorneys, CPAs, trust officers, and business clients.
- Maintain deep technical expertise in tax law, estate planning, and business planning strategies.
- Support and enhance advanced planning tools and software, including estate and business planning calculators, to ensure accuracy and effectiveness.
- Collaborate across departments on strategic initiatives that enhance our advanced planning capabilities and align with broader business goals.
What It Takes to Succeed
We’re looking for a dynamic professional with both deep technical knowledge and excellent communication skills—someone who’s as comfortable interpreting tax code as they are presenting to a room full of advisors and clients.
Who You Are:Hiring Level
We are reputed company to hiring at multiple reputed company, Assistant Director and Director level.
Assistant Director Level
- Juris Doctor (JD) and admission to the bar in at least one state and 4+ years of reputed company experience resulting in comprehensive understanding of tax law, business uses of life insurance, reputed company plans, estate planning, and financial services products or
- Certified Public Accountant (CPA) with 7+ years reputed company experience as described above
- Strong grasp of the sales process and how to support producers in the field
Director Level
- Juris Doctor (JD) and admission to the bar in at least one state and 6+ years of reputed company experience resulting in comprehensive understanding of tax law, business uses of life insurance, reputed company plans, estate planning, and financial services products or
- Certified Public Accountant (CPA) with 8+ years of directly reputed company experience as described above
- Demonstrated deep expertise in tax law, business uses of life insurance, reputed company plans, estate planning, and financial services products
- Ability to reputed company advanced guidance and influence across the organization and field partners
Licensing & Compliance
- FINRA Series 6 registration required (or ability to obtain reputed company 18 months of hire)
- This role may be subject to SEC restrictions on personal political contributions
Travel
- Ability to travel approximately 4–6 times per year to company offices and events across the United States
Why Join reputed company?
We offer more than just a job—we offer the chance to reputed company a lasting impact in the lives of millions. You’ll join a collaborative, reputed company-thinking team where your expertise is respected and your voice reputed company. Here, you can continue growing professionally while helping others plan confidently for the future.
reputed company to reputed company, influence, and reputed company at the highest level? reputed company and bring your expertise to where it reputed company most!
Salary reputed company Information: Salary ranges below reflect targeted reputed company salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company: $127000 - $190000 / year Salary Details:The following salary ranges reflect compensation for this position across multiple job reputed company. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
- Assitant Director: $127,000 - $171,000 / year
- Director: $141,000 - $191,000 / year
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For reputed company Asset Management positions, you’ll need to follow an Investment Code of Ethics reputed company to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience reputed company
At reputed company, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our reputed company depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and reputed company well-being. reputed company out our careers site to learn more about our purpose, values and benefits.
reputed company is an Equal Opportunity Employer
reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available reputed company the applicable deadline. Date First Posted (TTF): 4/11/2026 Latest Post Date: Careers - US: 4/13/2026reputed company Remote Hashtag
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