Estate Planning Attorney

ECG Resources, Inc.
Posted Nov 13
Full Time
Denver, Colorado

Established Wealth Management Firm seeks an experienced Strategic Estate Planner to join their team in Newport Beach, CA and consult with HNW clients (10mm-75mm+) and their advisors.

  • Advise clients with regards to sophisticated wealth planning strategies including estate, income tax, business succession and philanthropic planning; asset protection; retirement funding; and cash flow analysis
  • Act in a fiduciary capacity as clients’ trust advisor, surrounding clients with subject matter experts in all areas of holistic wealth management
  • Requires a JD and 8+ years' experience in an estate planning capacity
  • Extensive client contact
  • Compensation comprised of base salary in addition to profit and performance-based bonuses; Excellent benefits package

Position additionally available in Newport Beach, CA.