Senior Estate Planning & Wealth Transfer Advisor

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

Benefits offered by this job

Health benefits

401(k) plan with company match

Professional development

Job summary

Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model.

You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients’ goals and family dynamics.

Qualifications

• 5–10 years of experience in estate planning or related areas serving high-net-worth individuals and families.
• JD required; LL.M. in Taxation or Estate Planning is a plus.
• Ability to explain complex estate and tax concepts clearly to non-technical audiences.
• Experience collaborating with multi-disciplinary teams (attorneys, CPAs, advisors) on integrated client planning.
• High attention to detail and ability to manage multiple projects in a fast-paced environment.
• Excellent written and verbal communication skills, including leading meetings.

Responsibilities

• Serve as internal subject-matter expert on estate, gift, and wealth transfer planning for Empirical advisors and clients.
• Develop and present comprehensive estate planning recommendations addressing wealth transfer, tax minimization, asset protection, and charitable planning objectives.
• Review wills, trusts, powers of attorney, healthcare directives, and beneficiary designations to identify gaps and opportunities.
• Prepare client-facing summaries and diagrams to help families understand estate plans.
• Participate in client meetings to explain concepts and coordinate actions.
• Recommend planning structures such as revocable trusts, bypass trusts, ILITs, SLATs, GRATs, and charitable trusts.
• Collaborate with tax, financial planning, and investment teams to integrate estate planning with tax and retirement strategies.
• Support business development and client engagement through workshops, webinars, and content.

Skills

Estate planning

Trust administration

Tax concepts

Client communication

Education

Juris Doctor (JD)

LL.M. in Taxation

Job description

Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model.

You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients’ goals and family dynamics.