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About the Role
Empirical Wealth Management seeks an Estate Planning Advisor to provide sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners. This role combines technical tax knowledge with client-facing advice in a collaborative wealth management setting.
Responsibilities
- Serve as an internal subject-matter expert on estate, gift, and wealth transfer planning.
- Collaborate with lead advisors to develop and present estate planning recommendations.
- Review existing estate plans and identify gaps, risks, and opportunities.
- Prepare client-facing summaries and visual overviews of estate structures.
- Participate in client meetings to explain estate planning concepts and support implementation.
- Recommend planning strategies and structures.
- Integrate estate planning with income tax planning, business succession, retirement distribution, risk management, and investment strategy.
- Support business development and client engagement initiatives.
Requirements
- 5–10 years of experience in estate planning, trust administration, or related areas serving high-net-worth individuals and families.
- JD required.
- Demonstrated ability to explain complex estate and tax concepts clearly to non-technical audiences.
- Experience collaborating with multi-disciplinary teams on integrated client planning.
- High attention to detail, strong organizational skills, and ability to manage multiple projects and deadlines.
- Excellent written and verbal communication skills.
- Comfort leading meetings and presenting to small groups.
- Proficiency with planning and research tools.
- Familiarity with wealth management CRM and document management systems is a plus.
- LL.M. in Taxation or Estate Planning, or an advanced estate planning designation is a plus.
Skills
- Estate planning
- Gift tax planning
- Wealth transfer planning
- Income tax knowledge
- Client-facing advice
- Collaboration
- Financial advisory
- Taxation
- Asset protection
- Charitable planning
- Trust administration
- Private client services
- Risk management
- Business succession
- Retirement distribution
- Investment strategy
- Business development
- Client engagement
- Communication
- Presentation
Location
- Onsite
Work Type
- Full-time
Experience Level
- 5-10 years
Education Level
- Juris Doctor (JD)
Salary/Compensations
- $200,000 – $250,000
Benefits
- Medical Insurance (100% paid by company)
- Vision Insurance (100% paid by company)
- Dental Insurance (100% paid by company)
- Disability Insurance (100% paid by company)
- 401(k) Plan with match
About the Company
- Empirical Wealth Management believes each employee is a valuable contributor.
- The firm promotes collaborative development and the sharing of concepts and ideas.
- Employees are passionate and inspire a strong work ethic.
- Empirical is a hard-working, high-performance team of 100 professionals.
Equal Opportunity
- We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.