Executive Director, Elite Estate Planning & Wealth

Hightower Advisors; Los Angeles (CA); Híbrido; USD 225.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

Parental leave

Mother’s lounge onsite

Flexible PTO

In-office Mon-Thu; WFH Fri

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Base salary + bonus up to 25%

Descripción de la vacante

Hightower Advisors is seeking an Executive Director for its Wealth Solutions team to lead advanced estate planning engagements for ultra-high-net-worth clients. You will shape sophisticated wealth transfer strategies, partner with advisors, and translate complex legal concepts into client-ready plans.

Based at the Bel Air Investment Advisors office with hybrid work options, this senior role requires a JD/LLM or Master’s, 12+ years in estate/wealth planning, and a track record of leadership and

Formación

• 12+ years of experience in estate planning, financial planning, and wealth management focused on high-net-worth clients.
• Experience working with high-profile or high-visibility clients requiring privacy and discretion is a plus.
• Deep technical expertise in federal and state estate, gift, and income tax planning.
• Demonstrated leadership skills and ability to achieve results.
• Extensive experience driving successful outcomes in advisor and client interactions.
• Background in a law firm, private client practice, or family office preferred.
• Expertise in advising clients in high-tax jurisdictions, cross-border planning, closely held business succession, and philanthropic structuring.

Responsabilidades

• Lead the design and delivery of sophisticated estate plans for ultra-high-net-worth individuals and multigenerational families.
• Advise on complex wealth transfer strategies, including GRATs, SLATs, IDGTs, charitable structures, and family governance frameworks.
• Partner with advisors to position estate planning as a central driver of client acquisition and retention.
• Translate technical legal concepts into actionable strategies for clients and advisors.
• Serve as a trusted advisor to financial advisors and their clients.
• Participate in client meetings to present strategies and reinforce planning value.
• Support business development by enhancing advisors’ ability to win new relationships.
• Collaborate with external attorneys, accountants, and trustees as part of the client’s advisory ecosystem.

Conocimientos

Leadership

Client meetings

Relationship mgmt

Strategic planning

Cross-functional

Public speaking

Educación

Bachelor's in Finance/Economics

J.D. or Master’s

Descripción del empleo

Hightower Advisors is seeking an Executive Director for its Wealth Solutions team to lead advanced estate planning engagements for ultra-high-net-worth clients. You will shape sophisticated wealth transfer strategies, partner with advisors, and translate complex legal concepts into client-ready plans.

Based at the Bel Air Investment Advisors office with hybrid work options, this senior role requires a JD/LLM or Master’s, 12+ years in estate/wealth planning, and a track record of leadership and