Career Headhunter LLC

Deliver holistic financial plans covering retirement, tax, insurance, and estate planning to pre-qualified prospects. Build and maintain long-term client relationships while collaborating with internal specialists to grow a book of business.

The paralegal will educate clients on estate planning services and guide them through the process from initial consultation to document completion. They are responsible for drafting legal documents, managing trust funding, and serving as the primary point of contact for clients.