Wealth Planning Specialist

3 weeks ago


Orange, California, United States JG Wealth Management Full time

Job Title: Wealth Planning Specialist

We are seeking a highly skilled tax and estate planning specialist to join our team at JG Wealth Management. As a key member of our wealth management team, you will provide expert guidance on tax and estate planning to our clients.

About the Role:

  • Provide comprehensive tax and estate planning services to individuals and families.
  • Develop and implement customized wealth plans to meet client objectives.
  • Analyze complex financial data to identify opportunities for tax savings and wealth growth.
  • Maintain relationships with existing clients and cultivate new business opportunities.
  • Collaborate with internal teams to ensure seamless delivery of services.

Requirements:

  • Juris Doctorate or equivalent experience in tax law.
  • CPA/LLM in tax or related field.
  • Minimum 3 years of experience in estate planning, handling matters from inception to conclusion.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and develop creative solutions.

Benefits:

  • Promising career advancement opportunities.
  • Competitive salary range: $120,000 - $180,000 per year.
  • Comprehensive benefits package.
  • Flexible work environment.


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