Estate Planner

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

Job summary

MOHR Talent is seeking an experienced Estate Planning Strategist/Advanced Wealth Strategist in Los Angeles, CA. The role focuses on serving as a technical resource to financial advisors and high-net-worth clients while shaping the estate-planning offering.

You will review complex documents, identify opportunities, and clearly communicate strategies to clients. Travel is occasional; office presence in a fast-growing, PE-backed environment is expected.

Qualifications

• 10+ years in estate-planning, wealth-management, or family-office experience.
• Experience reviewing estate-planning documents for high-net-worth clients.
• Ability to explain complex estate/tax concepts to clients and advisors.

Responsibilities

• Serve as SME on estate-planning matters for advisors and clients.
• Review trusts, wills, powers of attorney, and related documents.
• Identify gaps and opportunities in estate structures.
• Meet with advisors, clients, and prospects to discuss strategies.
• Collaborate with outside attorneys and other professionals.
• Support wealth-transfer, gift, and estate-tax planning discussions.
• Utilize planning software to support analyses and presentations.
• Participate in advisor education and client seminars.
• Contribute to evolving estate-planning processes and strategy.
• Occasional travel to client meetings and events.

Skills

Estate planning

Wealth management

Client advisory

Presentation & communication

Travel readiness

Education

JD, Tax LLM, AEP or CFP

Tools

eMoney

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 experienced Estate Planning Strategist / Advanced Wealth Strategist to join its Advanced Planning organization.

This is a highly visible opportunity for an experienced 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 with eMoney or comparable financial-planning software is strongly preferred but not required.