Director of Estate & Legacy Planning
Cummins Worldwide, Clearwater, FL, United States
About Us
Cummins Worldwide is a growing boutique financial and accounting firm supporting multiple operating companies and high-net-worth clients. We provide strategic accounting, compliance, and financial services. We don’t just offer jobs — we offer long‑term careers. We work with successful entrepreneurs, business owners, and professionals to help them take control of their finances and expand their businesses.
Director of Estate & Legacy Planning Cummins Worldwide | Clearwater, FL – In‑Office, Mon–Fri, 7:00 AM–3:00 PM.
We Currently Service Our Clients In The Following Ways Financial Services Division
– providing invaluable guidance to help clients take control of their finances, and provide them with the needed data to make correct fiscal decisions towards high levels of solvency.
HR Services Division (Executive Placement Services)
– helping business owners build powerful companies through establishing and building a powerful C‑suite. This is not traditional headhunting, as we locate the right candidate, and fully establish them on post over a 6‑month period.
From the above two services, we are creating financially successful clients and stable, wealthy companies. The natural next step is helping those clients structure their estate to create a lasting legacy so it can be preserved and passed on for generations.
Role Overview Our Trust & Legacy Services Division will guide clients through the estate planning process, helping them structure trusts and other estate planning vehicles so their wealth and intentions are protected long term. This role will act as the quarterback of the estate planning process, coordinating with estate attorneys, CPAs, and other advisors to ensure clients’ plans are properly implemented.
Ideal Background
Certified Financial Planner (CFP)
Trust Officer or Fiduciary Officer at a trust company or private bank
Estate planning attorney (JD or LLM)
CPA with estate and gift tax planning experience
Family office advisor or estate planning strategist
This role must be filled by a senior‑level professional who can independently design estate planning strategies and coordinate with outside professionals. If you are passionate about helping families organize their wealth, plan for the future, and create lasting legacies, we would love to hear from you.
What We Offer
Salary based on experience and performance
Weekly pay
Unlimited PTO
Supportive, high‑quality team culture
Real leadership and growth opportunities
Why Cummins Worldwide
Early schedule: 7:00 AM–3:00 PM
In‑office, Clearwater, FL (a beautiful and cozy office in downtown Clearwater)
Direct access to leadership and decision‑making
Stable, professional, long‑term environment
Professional, respectful work culture
Ready to Join? If you want to build something lasting, lead with integrity, and work with smart people in a well‑run organization, we’d love to meet you.
Apply today!
#J-18808-Ljbffr
Director of Estate & Legacy Planning Cummins Worldwide | Clearwater, FL – In‑Office, Mon–Fri, 7:00 AM–3:00 PM.
We Currently Service Our Clients In The Following Ways Financial Services Division
– providing invaluable guidance to help clients take control of their finances, and provide them with the needed data to make correct fiscal decisions towards high levels of solvency.
HR Services Division (Executive Placement Services)
– helping business owners build powerful companies through establishing and building a powerful C‑suite. This is not traditional headhunting, as we locate the right candidate, and fully establish them on post over a 6‑month period.
From the above two services, we are creating financially successful clients and stable, wealthy companies. The natural next step is helping those clients structure their estate to create a lasting legacy so it can be preserved and passed on for generations.
Role Overview Our Trust & Legacy Services Division will guide clients through the estate planning process, helping them structure trusts and other estate planning vehicles so their wealth and intentions are protected long term. This role will act as the quarterback of the estate planning process, coordinating with estate attorneys, CPAs, and other advisors to ensure clients’ plans are properly implemented.
Ideal Background
Certified Financial Planner (CFP)
Trust Officer or Fiduciary Officer at a trust company or private bank
Estate planning attorney (JD or LLM)
CPA with estate and gift tax planning experience
Family office advisor or estate planning strategist
This role must be filled by a senior‑level professional who can independently design estate planning strategies and coordinate with outside professionals. If you are passionate about helping families organize their wealth, plan for the future, and create lasting legacies, we would love to hear from you.
What We Offer
Salary based on experience and performance
Weekly pay
Unlimited PTO
Supportive, high‑quality team culture
Real leadership and growth opportunities
Why Cummins Worldwide
Early schedule: 7:00 AM–3:00 PM
In‑office, Clearwater, FL (a beautiful and cozy office in downtown Clearwater)
Direct access to leadership and decision‑making
Stable, professional, long‑term environment
Professional, respectful work culture
Ready to Join? If you want to build something lasting, lead with integrity, and work with smart people in a well‑run organization, we’d love to meet you.
Apply today!
#J-18808-Ljbffr