Estate Planning Strategist for High Net Worth Clients

Empirical Financial Services, LLC; San Mateo (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental insurance

Disability Insurance

401(k) Plan with match

Job summary

Empirical Financial Services, LLC's Empirical Wealth Management division seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within an integrated advisory model. This role blends technical estate, gift, and income tax knowledge with client-facing guidance.

You will collaborate with financial advisors, tax professionals, and external attorneys to design, implement, and maintain effective estate

Qualifications

• JD required; LL.M. in Taxation or Estate Planning, or an advanced designation is a plus.
• 5–10 years of experience in estate planning, trust administration, or related areas serving high-net-worth individuals and families.
• Demonstrated ability to explain complex estate and tax concepts clearly and practically to non-technical audiences.
• Experience collaborating with multi-disciplinary teams on integrated client planning.
• High attention to detail, strong organizational skills, and ability to manage multiple projects in a fast-paced environment.
• Excellent written and verbal communication skills, including comfort leading meetings and presenting to small groups.

Responsibilities

• Serve as an internal subject-matter expert on estate planning for Empirical advisors and clients.
• Collaborate with lead advisors to develop and present comprehensive estate planning recommendations.
• Review wills, trusts, powers of attorney, and related documents to identify gaps and opportunities.
• Prepare client-facing summaries and visual overviews of estate structures.
• Participate in client meetings to explain concepts and coordinate action items.
• Recommend planning structures such as revocable trusts, bypass trusts, ILITs, and charitable trusts.
• Integrate estate planning with income tax, business succession, and investment strategy with other teams.
• Support business development and client engagement initiatives through workshops and content.

Skills

Estate planning

Client communication

Collaboration

Tax concepts

Wealth management

Education

JD

LL.M. in Taxation or Estate Planning

Tools

CRM systems

Document management

Job description

Empirical Financial Services, LLC's Empirical Wealth Management division seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within an integrated advisory model. This role blends technical estate, gift, and income tax knowledge with client-facing guidance.

You will collaborate with financial advisors, tax professionals, and external attorneys to design, implement, and maintain effective estate