Estate Planning Associate: Growth & Impact

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

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.