Senior Wealth/Estate Planning Specialist

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Los Angeles, CA
Job Type
Direct Hire
Mar 07, 2019
Job ID
~Newly created position due to company growth~

Boutique expanding RIA seeks Senior Estate Planning Strategist to advise HNW/UHNW clientele in Greater Los Angeles area, CA./

*         Act as subject matter expert on estate planning with the support of a comprehensive financial planning department

*         Counsel clients with regards to sophisticated estate and wealth planning strategies including wealth transfer, estate tax planning, philanthropic matters and business succession planning

*         Develop and disseminate intellectual capital including whitepapers and articles on wealth structuring topics and cutting edge estate planning strategies

This is a front line advisory role offering solid base salary, bonus, excellent benefits package and strong career track within the firm. Requires a JD and 6+ years of experience.

Candidates may come from a law firm or financial services firm with prior law firm experience. Excellent opportunity for law firm professional seeking to transition to a dynamic, entrepreneurial position with better work-life balance.

Relocation assistance is available.