Job Details

Comp: $150k–$250k base + bonuses (cash potential up to ~$350k)

Location: Orange County, CA

A prominent, fast-growing RIA is seeking an Advanced Planning Associate Director to serve its most complex UHNW clients. This is a senior, client-facing role for a planning architect embedded within a sophisticated advisory platform known for strong leadership, disciplined investment thinking, and a collaborative planning infrastructure.

If you are already operating in advanced estate planning but seeking stronger long-term alignment in culture, leadership, and vision, this opportunity is worth exploring. We are conducting a streamlined three-interview process.

Responsibilities

• Lead complex financial and estate planning engagements for UHNW households
• Coordinate with estate attorneys and external advisors
• Partner closely with internal Tax and Risk teams to support integrated client delivery
• Collaborate with advisors and report to the Director

Ideal Background

• 5+ years within an RIA, private bank, or dedicated Advanced Planning function
• CFP required (JD, CPWA, AEP, ChFC considered)
• Deep expertise in strategic complex advanced estate planning, wealth transfer, tax-efficient giving, and trust design for complex, UNHW families
• Confident leading planning discussions directly with clients and their outside advisors
• Experience with eMoney financial planning software
• Experience planning for UHNW clients with $50M–$200M in assets

Compensation & Benefits

• $150,000–$250,000 base (depending on experience)
• Discretionary bonus 20% + planning based bonuses
• Total cash potential up to ~$350,000
• 401(k) with employer contribution
• Medical, Dental, Vision (strong employer subsidy for employees/dependents)
• PTO flexible

Snapshot of Your First 180 Days

• Month 1: Develop a deep understanding of the firm's clients, collaborate closely with internal teams, and embrace the firm's planning philosophy
• Month 3: Begin leading planning engagements and build strong, in-person relationships with the families you serve
• Month 6: Contribute meaningful, strategic insights that advisors rely on and clients value.