Senior Wealth Planning Attorney

Profile

Job Overview

A law firm seeks a Senior Wealth Planning Attorney to join a dynamic team in Los Angeles, CA. This client-facing role involves designing comprehensive estate and business plans for high-net-worth clients, providing strategic guidance, and delivering thought leadership. The ideal candidate will leverage deep expertise in estate and business planning to align strategies with client goals and support advisors in executing complex planning structures.

Duties

• Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive estate, business succession, and tax mitigation plans for high-net-worth clients.



• Assess client financial circumstances and objectives to identify opportunities, develop targeted strategies, and frame practical recommendations for confident decision-making.



• Lead advisor and client presentations with executive presence, influencing stakeholders and enabling informed planning decisions through clear communication.



• Engage with clients' outside legal and tax advisors to promote alignment, clarity, and coordinated execution of complex planning objectives.



• Quickly assess and respond to advanced planning questions, exercising discretion and sound professional judgment to address nuanced client needs.



• Manage workflow to deliver high-quality analyses and consultation, leveraging cross-functional relationships to support seamless delivery of planning guidance.

Requirements

• Minimum of 10 years of experience in estate and business planning, preferably in a consulting role with clients and/or financial advisors.



• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.



• Deep knowledge of planning areas including tax optimization, estate and business succession, and wealth transfer strategies.



• Ability to quickly pivot across a broad range of advanced planning topics and evaluate legal documents and planning structures.



• Proven ability to build trust and credibility with financial advisors while contributing as a collaborative, solutions-oriented team member.

Education

• JD from an accredited program.



• Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.

Certifications

• FINRA Series 6 or 7 required.



• State insurance license required within the first 6 months of hire.

Skills

• Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, client-friendly guidance.



• Strong analytical capabilities, disciplined follow-through, and demonstrated ability to collaborate effectively with other professionals.



• Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility and sound judgment.



• Highly skilled in the Microsoft suite, specifically PowerPoint, and experienced using planning software, workflow tools, research platforms, and AI-enabled tools.



• Consulting, customer centricity, interpersonal savvy, learning agility, critical thinking, and project management skills.

Benefits

• First-class perks and benefits.



• Commitment to a culture of belonging.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306