Senior Estate Planning Specialist

Not a sales role. Zero cold calling. 100% planning and strategy.

We are seeking a Senior Estate Planning Specialist to work directly with our CEO and senior advisory team on advanced planning for ultra-high-net-worth families ($50M–$5B). This is a behind-the-scenes, highly technical position ideal for someone who loves estate planning, tax strategy, and complex multi-generational planning—without being the face-to-face advisor.

Why Estate Planning Specialists Love This Role

• $100,000–$125,000 base + annual performance bonus
• Health/dental/vision + 401(k) with profit sharing, PTO, holidays
• Direct mentorship from a 49-year veteran CEO and a team of CFP, CLU, ChFC advisors
• Work on rare UHNW planning cases: estate tax reduction, wealth transfer, advanced life insurance design, charitable structures, succession planning, complex entity strategies
• No sales, no prospecting, no client-facing pressure
• Small, collaborative team where your planning work drives real generational impact

Role Overview: Senior Estate Planning Specialist

You will serve as the technical engine behind our strategies—conducting deep research, designing advanced estate plans, preparing high-level proposals, and quarterbacking implementation across attorneys, CPAs, trust officers, and carriers.

Key ResponsibilitiesEstate Planning Strategy & Advisor Support

• Implement advanced estate planning strategies (GRATs, IDGTs, ILITs, NQDC, premium financing, charitable trusts, wealth transfer)
• Organize and analyze complex client data
• Prepare professional written deliverables, agendas, and follow-up documents
• Provide internal estate planning recommendations to advisors

Case Design & Proposal Development

• Build comprehensive estate planning and wealth transfer proposals
• Create flowcharts, modeling, narratives, spreadsheets, and tax/estate calculations
• Maintain and improve our estate planning materials library
• Occasionally support multi-life employer/employee benefit presentations

Plan Implementation

• Project-manage all steps of the estate plan execution

(trusts, insurance, corporate structures, legal documents, funding)

• Coordinate with attorneys, CPAs, trust companies, and carriers
• Ensure accurate, timely, compliant documentation

Research & Technical Expertise

• Conduct deep research on estate tax law, advanced strategies, legal developments
• Monitor new regulations and planning opportunities affecting UHNW clients

Must-Have Qualifications

• 10+ years in estate planning, advanced markets, high-level paraplanning, or life insurance case design
• One or more: CFP, CLU, ChFC, CPA, or JD
• BA/BS in Finance, Business, Accounting, or related field
• Expert-level Excel and financial modeling ability
• Deep knowledge of life insurance, estate tax, wealth transfer techniques
• Exceptional written communication (your written work is client-facing)
• Ability to handle strict confidentiality
• Strong professional tenure; we value long-term commitment

Nice-to-Have Experience

• Premium financing, PPLI, NQDC, GRATs, IDGTs
• eMoney, MoneyGuidePro, NaviPlan
• Series 7/66 (or willingness to obtain)

About Chamberlain Group

For 49 years, our boutique Newport Beach/Irvine firm has served UHNW families and business owners with advanced estate planning, succession planning, executive benefits, and wealth preservation strategies. Our culture is highly collaborative, intellectually rigorous, and committed to multi-generational stewardship.

Work Location: Irvine, CA with occasional travel.

If you're a meticulous, analytical Estate Planning Specialist who loves solving complex planning puzzles behind the scenes, this is your ideal role.

Apply today. All qualified candidates receive a response within 48 hours.

Job Type: Full-time

Base Pay: $150, $175,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you have a high competency in mathematics and financial spreadsheets?
• Do you have expert level written and verbal communication skills?

Education:

• Bachelor's (Required)

Experience:

• life insurance - marketing support and/or advisor support: 10 years (Required)

License/Certification:

• CPA, CLU, CFP, or Law Degree (Required)

Work Location: Hybrid remote in Irvine, CA 92614