Advanced Wealth Planner – Estate Planning

Mohr Talent; Los Angeles (CA); On-site; USD 175,000 - 225,000; Full time

Job summary

Mohr Talent seeks an experienced Estate Planning Strategist to join its Advanced Planning organization in Los Angeles. This role serves as a technical resource to financial advisors and high-net-worth clients, reviewing complex estate-planning documents, identifying opportunities, and collaborating with attorneys to communicate strategies clearly.

The ideal candidate has 10+ years in estate planning or trusts and estates, JD/Tax LLM/CFP/AEP, and willingness to travel.

Qualifications

• Approximately 10+ years of relevant estate-planning, wealth-management, financial-planning, family-office and/or trusts-and-estates experience.
• Significant experience reviewing and interpreting estate-planning documents.
• Experience advising high-net-worth or ultra-high-net-worth clients on sophisticated planning matters.
• Strong understanding of estate and wealth-transfer strategies.

Responsibilities

• Serve as a subject-matter expert on sophisticated estate-planning matters.
• Review and interpret trusts, wills, powers of attorney and other estate-planning documents.
• Identify gaps, planning opportunities and potential inefficiencies within existing estate structures.
• Meet directly with advisors, clients and prospects to discuss estate-planning strategies.
• Collaborate with outside estate-planning attorneys and other professional advisors.
• Support advanced wealth-transfer, gift and estate-tax, business succession and related planning discussions.
• Use financial and estate-planning technology to support client analyses and presentations.
• Participate in advisor education, client seminars and internal training.
• Contribute to the continued development of the firm's estate-planning processes and strategy.
• Participate in select client meetings, advisor events and occasional travel.

Skills

Estate-planning experience

Clear client communication

Travel willingness

Education

JD, Tax LLM, AEP or CFP

Tools

eMoney or similar software

Job description

Job Description

Compensation:$175,000–$225,000 base + incentive; target total compensation approximately $250,000–$300,000

A rapidly growing, private equity-backed Registered Investment Advisor is seeking an experiencedEstate Planning Strategist / Advanced Wealth Strategistto join its Advanced Planning organization.

This is a highly visible opportunity for anexperienced estate-planning professional to serve as a technical resource to financial advisors and high-net-worth clients while helping shape a growing estate-planning offering. This individual will review and interpret sophisticated estate-planning documents, identify planning opportunities, collaborate with advisors and outside attorneys,and communicate complex strategies clearly to clients.

Responsibilities

• Serve as a subject-matter expert on sophisticated estate-planning matters.
• Review and interpret trusts, wills, powers of attorney and other estate-planning documents.
• Identify gaps, planning opportunities and potential inefficiencies within existing estate structures.
• Meet directly with advisors, clients and prospects to discuss estate-planning strategies.
• Collaborate with outside estate-planning attorneys and other professional advisors.
• Support advanced wealth-transfer, gift and estate-tax, business succession and related planning discussions.
• Use financial and estate-planning technology to support client analyses and presentations.
• Participate in advisor education, client seminars and internal training.
• Contribute to the continued development of the firm's estate-planning processes and strategy.
• Participate in select client meetings, advisor events and occasional travel.

Qualifications

• Approximately 10+ years of relevant estate-planning, wealth-management, financial-planning, family-office and/or trusts-and-estates experience.
• Significant experience reviewing and interpreting estate-planning documents.
• Experience advising high-net-worth or ultra-high-net-worth clients on sophisticated planning matters.
• Strong understanding of estate and wealth-transfer strategies.
• At least one of the following: JD, Tax LLM, AEP or CFP®.
• Ability to communicate complex estate and tax concepts clearly to clients and advisors.
• Strong relationship-building and executive presence.
• Experience collaborating with financial advisors, attorneys and other professional advisors.
• Willingness to travel periodically.

Experience witheMoney or comparable financial-planning softwareis strongly preferred but not required.

Senior Estate Planning Strategist / Advanced Wealth Planner

Compensation:$175,000–$225,000 base + incentive; target total compensation approximately $250,000–$300,000

A rapidly growing, private equity-backed Registered Investment Advisor is seeking an experiencedEstate Planning Strategist / Advanced Wealth Strategistto join its Advanced Planning organization.

This is a highly visible opportunity for anexperienced estate-planning professional to serve as a technical resource to financial advisors and high-net-worth clients while helping shape a growing estate-planning offering. This individual will review and interpret sophisticated estate-planning documents, identify planning opportunities, collaborate with advisors and outside attorneys,and communicate complex strategies clearly to clients.

Responsibilities

• Serve as a subject-matter expert on sophisticated estate-planning matters.
• Review and interpret trusts, wills, powers of attorney and other estate-planning documents.
• Identify gaps, planning opportunities and potential inefficiencies within existing estate structures.
• Meet directly with advisors, clients and prospects to discuss estate-planning strategies.
• Collaborate with outside estate-planning attorneys and other professional advisors.
• Support advanced wealth-transfer, gift and estate-tax, business succession and related planning discussions.
• Use financial and estate-planning technology to support client analyses and presentations.
• Participate in advisor education, client seminars and internal training.
• Contribute to the continued development of the firm's estate-planning processes and strategy.
• Participate in select client meetings, advisor events and occasional travel.

Qualifications

• Approximately 10+ years of relevant estate-planning, wealth-management, financial-planning, family-office and/or trusts-and-estates experience.
• Significant experience reviewing and interpreting estate-planning documents.
• Experience advising high-net-worth or ultra-high-net-worth clients on sophisticated planning matters.
• Strong understanding of estate and wealth-transfer strategies.
• At least one of the following: JD, Tax LLM, AEP or CFP®.
• Ability to communicate complex estate and tax concepts clearly to clients and advisors.
• Strong relationship-building and executive presence.
• Experience collaborating with financial advisors, attorneys and other professional advisors.
• Willingness to travel periodically.

Experience witheMoney or comparable financial-planning softwareis strongly preferred but not required.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

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Job Summary

Published: 9/2/2026

Type: Direct Hire

Category: Account Management

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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