Wealth Management Advisor

3 weeks ago


Orange, California, United States JG Wealth Management Full time
Estate Planning Expertise

We require a highly skilled Estate Planning Specialist to lead our team in providing expert advice and guidance to clients.

Your primary responsibilities will include developing and implementing estate plans, analyzing complex tax and estate planning matters, and managing multiple projects to ensure timely completion.

Key Skills:
  • Minimum 3+ years of experience in estate planning and tax law.
  • Excellent analytical and problem-solving skills, with ability to communicate complex ideas effectively.
  • Strong organizational and time management skills, with ability to prioritize tasks and meet deadlines.
  • Demonstrated expertise in estate planning software and technology, with ability to adapt to new systems.


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