Tax Estate Planning Specialist

1 week ago


Orange, California, United States JG Wealth Management Full time

JG Wealth Management is a full-service wealth management firm that prioritizes team member satisfaction as the key to productivity and ultimately client satisfaction.

We help clients with retirement planning, tax management, estate planning, financial planning, and investment management. Our team approach ensures clients receive consultative services or active management tailored to their needs.

Our Core Activities
  • Client Service encompasses client acquisition and servicing client accounts.
  • Professional Development involves staying current with regulatory environments and finding ways to better serve our clients.
  • Community Involvement means being anchored in our communities through associations or sports leagues.

This role requires an experienced estate planning professional with broad experience in complex estate, tax, wealth, and business succession planning. Primary areas include estate and tax planning for mid-to-high-net-worth individuals and families, income tax, transfer tax, and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.

The ideal candidate can identify suitable strategies to meet client objectives and make recommendations to fulfill those goals, including advising on appropriate trust types. They must explain complex legal concepts and all provisions of the estate plan to clients.

Able to self-start, meet deadlines, prioritize tasks, manage multiple projects simultaneously, and work well in fast-paced environments, they cultivate relationships with existing and future clients through consistent and timely communication. This position also involves reporting on caseload at weekly team meetings and developing a client following to increase revenue.



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