Beacon Pointe
Estate Planning Strategist
Beacon Pointe Advisors’ Strategic and Legacy Planning team is seeking a qualified candidate to join as an Estate Planning Strategist.
The role engages with offices nationwide and may be based anywhere; hybrid or fully remote arrangements are possible.
The department provides comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high‑net‑worth and ultra‑high‑net‑worth individuals and families. It works firmwide to preserve and transfer wealth, plan for incapacitation, facilitate family meetings, and oversee trust and estate planning initiatives.
The Estate Planning Strategist will work primarily with families with a net worth up to $10 million, focusing on the client’s base estate plan. The candidate must diagram a client’s base estate plan, recommend simplifications or improvements, and identify tax‑efficient wealth transfer opportunities when appropriate. This role does not prepare or draft legal documents; it coordinates with the client’s overall professional team, including external legal and tax advisors.
Responsibilities
Ownership of the wealth planning for clients with up to $10 million net worth.
Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, recommending solutions, and presenting to clients.
Guidance to advisory teams and clients on 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 internal projects and for 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 in a law firm focusing on estate planning, and must be a licensed attorney.
At least two years of experience working in estate planning or trust and estate administration.
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. It provides advisory services to institutions, high‑net‑worth individuals, and families, and has been recognized by Forbes, Financial Advisor Magazine, Barron’s, and others. Awards disclosures are available on the company website.
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Beacon Pointe Advisors’ Strategic and Legacy Planning team is seeking a qualified candidate to join as an Estate Planning Strategist.
The role engages with offices nationwide and may be based anywhere; hybrid or fully remote arrangements are possible.
The department provides comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high‑net‑worth and ultra‑high‑net‑worth individuals and families. It works firmwide to preserve and transfer wealth, plan for incapacitation, facilitate family meetings, and oversee trust and estate planning initiatives.
The Estate Planning Strategist will work primarily with families with a net worth up to $10 million, focusing on the client’s base estate plan. The candidate must diagram a client’s base estate plan, recommend simplifications or improvements, and identify tax‑efficient wealth transfer opportunities when appropriate. This role does not prepare or draft legal documents; it coordinates with the client’s overall professional team, including external legal and tax advisors.
Responsibilities
Ownership of the wealth planning for clients with up to $10 million net worth.
Assessment of base estate plans, including interpreting the planning documents, reviewing the financial plan, diagramming the estate plan, recommending solutions, and presenting to clients.
Guidance to advisory teams and clients on 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 internal projects and for 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 in a law firm focusing on estate planning, and must be a licensed attorney.
At least two years of experience working in estate planning or trust and estate administration.
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. It provides advisory services to institutions, high‑net‑worth individuals, and families, and has been recognized by Forbes, Financial Advisor Magazine, Barron’s, and others. Awards disclosures are available on the company website.
#J-18808-Ljbffr