Estate Planning Associate

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growthminded Estate Planning Associate to join our awardwinning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally lets go! Our ideal candidate is a legal/paralegal professional with hustle and a couple of years of experience working in a legal role. You define ambition have a sense of adventure and a passion for purpose both in life and in your approach to legacy planning. If you can articulate your proven success in an estate support role we want to hear from you ASAP!

Mission Wealth has offered 360degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

DaytoDay as anEstate Planning Associate:

• Work with a highperforming & growthorientated team
• Speak your mind have your voice heard innovate and streamline existing processes
• Grow yourself personally and professionally with the support of your team
• Learn and utilize estate plan modeling software for client estate reviews
• Assist with thirdparty estate document preparation
• Review estate documents for key terms roles and potential issues
• Perform legal research
• Coordinate with thirdparty trust company partners
• Coordinate and communicate with other team members to perform job functions
• Other various assigned projects associated with estate philanthropy and wealth services.

What You Bring as anEstate Planning Associate:

• 25years of proven experience in a paralegal or estatefocusedrole ideally within wealth management
• Paralegal certification JD or AEP/CEP designations preferred
• Knowledge of estate and tax laws and concepts
• Familiarity with estate plan drafting probate trust administration and estate settlement
• Familiarity with Form 706 709 and 1041
• Strong technical skills
• Excellent attention to detail multitasking and time management skills
• Strong written and verbal communication skills required.
• Ability to work independently and remain flexible as priorities change
• Proficient in Microsoft Office Word Excel Outlook and PowerPoint
• Experience with SalesForce and MoneyGuidePro/eMoney preferred
• Outstanding ability to communicate and work collaboratively

Job Type: Fulltime salaried nonexempt

Location: This position is based out of our office Houston/Dallas/Lisle. This is a hybrid position.

Salary: $90000 plus annual bonus paid in quarterly increments; estimate total compensation between $105000 $110000

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunzeat . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary teambased compensation plan defined pathways to equity partner in the firm medical/dental/vision benefits 401(k)/Profit Sharing Volunteer Time Off (VTO) Family Medical Leave (FMLA) Sabbaticals wellness benefits and ongoing educational reimbursements.