Senior Estate Planning Advisor for Wealth Transfer

Empirical Wealth Management; San Francisco (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental, Disability 

401(k) Plan + match

Job summary

Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors, tax professionals, and attorneys to design, implement, and maintain strategy aligned with goals and family dynamics.

You will review and refine wills and trusts, prepare client summaries, and coordinate with tax, planning, and investment teams to integrate strategies across income tax and wealth transfer objectives.

Qualifications

• 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 to non-technical audiences.
• Experience collaborating with or within multi-disciplinary teams on integrated client planning.

Responsibilities

• Serve as an internal subject-matter expert on estate, gift, and wealth transfer planning for Empirical advisors and clients.
• Develop comprehensive estate planning recommendations addressing generational wealth transfer, tax minimization, asset protection, and charitable planning.
• Review wills, trusts, powers of attorney, and beneficiary designations to identify gaps and opportunities.
• Prepare client-facing summaries and visual overviews of estate structures to aid understanding.

Skills

Estate planning

Client communication

Cross-functional collaboration

Education

Juris Doctor (JD)

LL.M. Taxation

Estate planning designation

Tools

CRM software

Job description

Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth clients. You will collaborate with advisors, tax professionals, and attorneys to design, implement, and maintain strategy aligned with goals and family dynamics.

You will review and refine wills and trusts, prepare client summaries, and coordinate with tax, planning, and investment teams to integrate strategies across income tax and wealth transfer objectives.