|Title:||Senior Wealth/Estate Planning Specialist|
|Job Location:||Los Angeles, California - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Nationwide|
Senior Wealth/Estate Planning Specialist - Boutique RIA - Greater Los Angeles area - (Relocation Assistance Available)
Boutique expanding RIA seeks Senior Estate Planning Strategist to advise HNW/UHNW clientele in Greater Los Angeles area, CA.
Newly created position due to company growth. This is a front line advisory role offering solid base salary, bonus, excellent benefits package and strong career track within the firm. Excellent opportunity for law firm professional seeking to transition to a dynamic, entrepreneurial position with better work-life balance.
* Act as subject matter expert on estate planning with the support of a comprehensive financial planning department
* Counsel clients with regards to sophisticated estate and wealth planning strategies including wealth transfer, estate tax planning, philanthropic matters and business succession planning
* Develop and disseminate intellectual capital including whitepapers and articles on wealth structuring topics and cutting edge estate planning strategies
Requires a JD and 6+ years of experience. Candidates may come from a law firm or financial services firm with prior law firm experience.
University - JD