Wealth Management Professional

4 days ago


Orange, California, United States JG Wealth Management Full time
Join Our Team

We are seeking a highly skilled Estate Planning Specialist to join our team at JG Wealth Management. As a key member of our team, you will be responsible for developing and implementing comprehensive estate plans for high-net-worth individuals and families.

The ideal candidate will have a strong background in law, finance, and taxation, with a minimum of 3 years of experience in estate planning. They will be responsible for providing expert advice on estate planning, tax management, and financial planning to our clients.

In this role, you will work closely with our wealth management team to develop customized plans that meet the unique needs of each client. You will also be responsible for identifying opportunities to grow our business and developing strategies to increase revenue.

Key Responsibilities:

  • Developing and implementing comprehensive estate plans for high-net-worth individuals and families
  • Providing expert advice on tax management and financial planning
  • Working closely with our wealth management team to develop customized plans
  • Identifying opportunities to grow our business and developing strategies to increase revenue
  • Staying up-to-date with changes in laws and regulations affecting estate planning and taxation

Requirements:

  • JD or equivalent degree
  • CPA/LLM in tax or related field
  • Minimum 3 years of experience in estate planning
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Salary: $120,000 - $180,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including health insurance, retirement plan, and paid time off.



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