Senior Estate Planning Strategist

Mohr Talent; Culver City (CA); On-site; USD 175,000 - 300,000; Full time

Job summary

Mohr Talent in Culver City, CA is seeking a Senior Estate Planning Strategist to lead technical authority across estate, tax, and wealth-transfer planning for affluent clients.

This hybrid role offers autonomy, executive visibility, and opportunities to shape an integrated planning platform while collaborating closely with advisors, attorneys, and family offices.

Qualifications

• 10+ years of sophisticated estate-planning experience for affluent clients.
• JD, Tax LLM, AEP, or CFP credential required.
• Technical command of trusts, estate taxes, wealth transfer, estate documents, and related tax returns.
• Consultative ability to explain nuanced planning issues in plain language.
• Collaborative experience across legal, tax, investment, and financial-planning disciplines.
• Willingness to travel 15–20%; Los Angeles preferred, with remote considered.

Responsibilities

• Partner with advisors and clients to uncover estate, tax, beneficiary, titling, liquidity, and succession-planning opportunities.
• Evaluate current estate plans and business succession structures, summarize key issues, and flag gaps or inefficiencies.
• Model planning strategies and interpret financial-planning software outputs for client discussions.
• Work with external attorneys and professional advisors to move approved strategies toward implementation.
• Guide business owners through exit, ownership-transfer, and liquidity-transition conversations.
• Support advisor development through mentoring, training, webinars, and practical planning content.

Skills

Estate planning

Client advisory

Consultative communication

Team collaboration

Education

JD / Tax LLM / CFP credential

Tools

eMoney planning software

Job description

Senior Estate Planning Strategist

Culver City, CA | Hybrid | $175,000-$225,000 Base | $250,000-$300,000 TC | 15-20% Travel

Job Description

Senior Wealth Planning Strategist

A growth-oriented wealth-management organization is adding a Senior Wealth Planning Strategist to serve as a trusted technical and strategic resource for advisors and high-net-worth clients. The position offers autonomy, executive visibility, and the opportunity to influence an integrated planning platform spanning estate, tax, retirement, investment, and business-owner strategies. Estate planning will be the role's core area of technical authority.

What You’ll Be Doing

• Partner with advisors and clients to uncover estate, tax, beneficiary, titling, liquidity, and succession-planning opportunities.
• Evaluate current estate plans and business succession structures, summarize key issues, and flag gaps or inefficiencies.
• Model planning strategies and interpret financial-planning software outputs for client discussions.
• Work with external attorneys and professional advisors to move approved strategies toward implementation.
• Guide business owners through exit, ownership-transfer, and liquidity-transition conversations.
• Support advisor development through mentoring, training, webinars, and practical planning content.

What We’re Looking For

• 10+ years of sophisticated estate-planning experience serving affluent or high-net-worth clients.
• JD, Tax LLM, AEP, or CFP credential required.
• Technical command of trusts, gift and estate taxes, wealth transfer, estate documents, and related tax returns.
• Consultative ability to explain nuanced planning issues in plain language.
• Collaborative experience across legal, tax, investment, and financial-planning disciplines.
• Availability for approximately 15-20% travel; Los Angeles preferred, with remote considered.

Preferred Qualifications

• CEPA or comparable business-exit-planning designation.
• Hands-on eMoney or similar planning-platform experience.
• RIA, family-office, or private-bank advanced-planning experience.

Why This Opportunity

• Own the technical direction of estate planning within a growing advanced-planning function.
• Blend hands-on client work with strategic program development.
• Influence a modern planning offering without stepping away from clients and advisors.

This opportunity is well suited to a technically strong planner who wants to shape a platform while remaining close to clients and advisors. Qualified candidates from estate-planning law firms, RIAs, family offices, private banks, and trust organizations are encouraged to apply.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]