Senior Estate Planning Strategist

Job Description A fast-growing wealth-management firm is seeking a Senior Estate Planning Strategist to become its senior estate-planning resource while helping build a modern advanced-planning platform. This highly visible role keeps the strategist close to financial advisors, high-net-worth families, business owners, and outside counsel while providing meaningful influence over how the firm delivers sophisticated planning. Los Angeles is preferred; qualified remote candidates will be considered. What You'll Be Doing Serve as the firm's technical authority on estate planning and identify opportunities for high-net-worth clients. Review wills, trusts, powers of attorney, account titling, beneficiary designations, and existing wealth-transfer structures. Build and maintain comprehensive plans using estate and financial-planning technology. Translate technical findings and software outputs into clear client and advisor presentations. Coordinate strategy implementation with outside counsel, tax professionals, and other advisors. Lead business succession and exit-planning conversations and contribute to advisor education and client content. What We're Looking For 10+ years of relevant estate-planning experience across law firms, RIAs, family offices, private banks, or trust organizations. At least one of the following: JD, Tax LLM, AEP, or CFP. Strong knowledge of gift and estate taxation, trusts, intergenerational wealth transfer, and estate-document review. Experience reviewing gift and/or estate tax returns and advising high-net-worth clients. Clear, confident communication with clients, advisors, attorneys, and other professionals. Ability to travel approximately 15-20%. Preferred Qualifications Business Exit Planning designation, including CEPA or a comparable credential. Experience with eMoney or comparable financial-planning software. Experience creating educational materials or leading advisor and client presentations. Why This Opportunity Become the firm's senior estate-planning authority while helping shape a modern planning platform. Maintain direct involvement with advisors, high-net-worth families, and business owners. Combine technical estate-planning work with strategic influence and executive visibility. Join a collaborative organization that values innovation, mentorship, and continuous learning. Qualified estate-planning professionals who enjoy making complex issues understandable are encouraged to apply. Senior Estate Planning Strategist Los Angeles, CA | Hybrid | $175,000-$225,000 Base | $250,000-$300,000 TC | 15-20% Travel A fast-growing wealth-management firm is seeking a Senior Estate Planning Strategist to become its senior estate-planning resource while helping build a modern advanced-planning platform. This highly visible role keeps the strategist close to financial advisors, high-net-worth families, business owners, and outside counsel while providing meaningful influence over how the firm delivers sophisticated planning. Los Angeles is preferred; qualified remote candidates will be considered. What You'll Be Doing Serve as the firm's technical authority on estate planning and identify opportunities for high-net-worth clients. Review wills, trusts, powers of attorney, account titling, beneficiary designations, and existing wealth-transfer structures. Build and maintain comprehensive plans using estate and financial-planning technology. Translate technical findings and software outputs into clear client and advisor presentations. Coordinate strategy implementation with outside counsel, tax professionals, and other advisors. Lead business succession and exit-planning conversations and contribute to advisor education and client content. What We're Looking For 10+ years of relevant estate-planning experience across law firms, RIAs, family offices, private banks, or trust organizations. At least one of the following: JD, Tax LLM, AEP, or CFP. Strong knowledge of gift and estate taxation, trusts, intergenerational wealth transfer, and estate-document review. Experience reviewing gift and/or estate tax returns and advising high-net-worth clients. Clear, confident communication with clients, advisors, attorneys, and other professionals. Ability to travel approximately 15-20%. Preferred Qualifications Business Exit Planning designation, including CEPA or a comparable credential. Experience with eMoney or comparable financial-planning software. Experience creating educational materials or leading advisor and client presentations. Why This Opportunity Become the firm's senior estate-planning authority while helping shape a modern planning platform. Maintain direct involvement with advisors, high-net-worth families, and business owners. Combine technical estate-planning work with strategic influence and executive visibility. Join a collaborative organization that values innovation, mentorship, and continuous learning. Qualified estate-planning professionals who enjoy making complex issues understandable 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 View email address on click.appcast.io Share: Job Summary Published: 9/1/2026 Type: Direct Hire Category: Finance / FP&A At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further. Get In Touch 5775 Waterford District Dr, Suite #190 , Miami, FL 33126 #J-18808-Ljbffr MOHR Talent