Senior Wealth & Estate Planning Strategist – Onsite Irvine

Pocketbook Agency; Irvine (CA); On-site; USD 112,500 - 137,500; Full time

Job summary

A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice, and prepare communications while working independently under pressure. Ideal candidates have exceptional interpersonal skills, a relevant degree, and proficiency in Microsoft Office. The position offers a competitive salary of $125,000+, plus bonuses and benefits, within an onsite capacity.

Qualifications

• 10+ years in life insurance marketing support or advisor support.
• Expert level written and verbal communication skills.
• Ability to work autonomously under pressure.

Responsibilities

• Understand and implement complex strategies for estate planning.
• Facilitate data collection and management.
• Manage development of client facing materials.

Skills

Interpersonal skills

Critical thinking

Attention to detail

Microsoft Office proficiency

Financial spreadsheet competency

Education

BA/BS degree in Business, Finance or related

CPA, CLU, CFP, or Law Degree

Tools

CRM systems

Job description

A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice, and prepare communications while working independently under pressure. Ideal candidates have exceptional interpersonal skills, a relevant degree, and proficiency in Microsoft Office. The position offers a competitive salary of $125,000+, plus bonuses and benefits, within an onsite capacity.