Estate Planning Associate

Mission Wealth; Santa Barbara (CA); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off

FMLA

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is seeking an Estate Planning Associate to join our award-winning team in an in-office role based in Houston, Scottsdale, or Santa Barbara. The position demands 2–5 years in a paralegal or estate-focused role with a paralegal cert/JD/AEP/CEP preferred, and offers a comprehensive benefits package.

You will work on drafting estate plans, coordinating with third-party trusts, and performing legal research, while growing professionally within a growth-minded team.

Qualifications

• 2–5 years of proven experience in a paralegal or estate-focused role, ideally within wealth management.
• Paralegal certification, JD, or AEP/CEP designations preferred.
• Knowledge of estate and tax laws and concepts.
• Familiarity with estate plan drafting, probate, trust administration, and estate settlement.
• Familiarity with Form 706, 709, and 1041.
• Strong technical skills.
• Excellent attention to detail, multi-tasking, and time management skills.
• Strong written and verbal communication skills required.
• Ability to work independently and remain flexible as priorities change.
• Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint.
• Experience with Salesforce and MoneyGuidePro/eMoney preferred.
• Outstanding ability to communicate and work collaboratively.

Responsibilities

• Work with a high-performing, growth-oriented team.
• Speak your mind, have your voice heard, innovate, and streamline processes.
• Grow personally and professionally with team support.
• Learn and utilize estate plan modeling software for client reviews.
• Assist with third-party estate document preparation.
• Review estate documents for key terms, roles, and potential issues.
• Perform legal research.
• Coordinate with third-party trust company partners.
• Coordinate and communicate with other team members to perform job functions.
• Handle other projects related to estate, philanthropy, and wealth services.

Skills

Estate experience

Communication skills

Attention to detail

Independence

Time management

Microsoft Office

Education

Paralegal certification, JD, or AEP/CEP

Tools

Salesforce

MoneyGuidePro

eMoney

Microsoft Office

Job description

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Estate Planning Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let's go! Our ideal candidate is a legal/paralegal professional with hustle and a couple of years of experience working in a legal role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to legacy planning. If you can articulate your proven success in an estate support role, we want to hear from you, ASAP!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as an Estate Planning Associate:

• Work with a high-performing & growth-orientated team
• Speak your mind, have your voice heard, innovate, and streamline existing processes
• Grow yourself personally and professionally with the support of your team
• Learn and utilize estate plan modeling software for client estate reviews
• Assist with third-party estate document preparation
• Review estate documents for key terms, roles, and potential issues
• Perform legal research
• Coordinate with third-party trust company partners
• Coordinate and communicate with other team members to perform job functions
• Other various assigned projects associated with estate, philanthropy, and wealth services.

What You Bring as an Estate Planning Associate:

• 2-5 years of proven experience in a paralegal or estate-focused role, ideally within wealth management
• Paralegal certification, JD, or AEP/CEP designations preferred
• Knowledge of estate and tax laws and concepts
• Familiarity with estate plan drafting, probate, trust administration, and estate settlement
• Familiarity with Form 706, 709, and 1041
• Strong technical skills
• Excellent attention to detail, multi-tasking, and time management skills
• Strong written and verbal communication skills required.
• Ability to work independently and remain flexible as priorities change
• Proficient in Microsoft Office – Word, Excel, Outlook, and PowerPoint
• Experience with SalesForce and MoneyGuidePro/eMoney preferred
• Outstanding ability to communicate and work collaboratively

Job Type

Full-time, salaried non-exempt

Location

This position is based out of our office in Houston, Scottsdale, or Santa Barbara. This is an in-office position.

Salary

$90,000, plus $20,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.