Estate Planning Strategist

Job Description

We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning team as an Estate Planning Strategist.

The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or fully remote work arrangements.

The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and ultra-high-net-worth individuals and families. The team works firmwide to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, facilitate family meetings, and oversee related trust and estate planning initiatives.

The Estate Planning Strategist will primarily work with families with a net worth up to $10M, focusing on the client’s base estate plan. The candidate must be able to diagram a client’s base estate plan, make recommendations to simplify or improve a client’s estate plan, and identify tax-efficient wealth transfer opportunities, if appropriate.

This role does not prepare or draft legal documents; rather, the Estate Planning Strategist coordinates with the client’s overall professional team, including external legal and tax advisors.

Responsibilities include, but are not limited to:

• Ownership of the wealth planning for clients with up to $10M net worth.
• Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, making recommendations to address client needs and goals, and presenting to clients.
• Guidance to advisory teams and clients as to simple estate planning matters.
• Collaboration and frequent communication within the division and with Wealth Advisors and internal associates – both verbally and in writing.
• Research of specific topics, legislation, or other planning matters, for purposes of internal projects, as well as internal and external materials, including seminars.
• Identification of solutions and services as sales opportunities.
• Continued planning knowledge through internal and external firm training, self-study, and industry participation.
• Other duties as assigned.

Qualifications

• J.D. required.
• At least one year of legal experience required to be within a law firm focusing on estate planning, practicing as a licensed attorney.
• At least two years’ experience working in estate planning or trust and estate administration required.
• Competency with financial planning, tax, or research software preferred.
• Strong analytical and interpersonal skills, as well as written and verbal communication skills.
• Highly organized and able to excel in a fast-paced environment.
• Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.