Estate Planning Associate

Mission Wealth Management Lp; Scottsdale (AZ); On-site; USD 99,000 - 121,000; Full time

Job summary

Mission Wealth is seeking a growth-minded Estate Planning Associate for an in-office role in Houston, Scottsdale, or Santa Barbara. Salary is $110,000 annually with a $20,000 annual bonus, and full-time, salaried non-exempt status.

The ideal candidate has 2–5 years in a paralegal or estate-focused role, plus a paralegal cert, JD, or AEP/CEP designations. Strong knowledge of estate and tax laws is required.

Qualifications

• 2–5 years 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; familiarity with estate plan drafting and related documents.
• Strong written and verbal communication and attention to detail.

Responsibilities

• Work with a high-performing growth-oriented team.
• 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.
• Coordinate with third-party trust company partners and team members.

Skills

Communication

Attention to detail

Time management

Independent worker

Microsoft Office

Education

Paralegal certification

Juris Doctor (JD)

AEP/CEP designation

Tools

Salesforce

MoneyGuidePro

eMoney

Excel

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional Houston, TX, US

2 days ago Requisition ID: 1164

Salary: $110,000.00 Annually

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:

• 2-5years of proven experience in a paralegal or estate-focusedrole, 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.