Estate Planning Strategist for High Net Worth Clients
empirical financial servicesSan Mateo, CA
Estate Planning Strategist for High Net Worth Clients
empirical financial servicesSan Mateo, CA
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesOffices of LawyersAbout the role
Empirical Financial Services, LLC's Empirical Wealth Management division seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within an integrated advisory model. This role blends technical estate, gift, and income tax knowledge with client-facing guidance. You will collaborate with financial advisors, tax professionals, and external attorneys to design, implement, and maintain effective estate
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
San Mateo, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)