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About 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

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JOB OVERVIEW

Experience level

Senior

Location

San Mateo, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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