Wealth & Estate Strategist Los Angeles

A Unique Opportunity at Miracle Mile Advisors – a fun, fast growing, investment firm with an award-winning culture

Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Miracle Mile Advisors (“MMA”) is seeking an experienced Wealth & Estate Strategist (WES) to join the team. This newly created role will support initiatives firmwide that will include areas of estate and trust planning, tax planning, and gifting. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, strong people skills, and a passion for legal analysis and strategy. The WES will have a proven ability to conduct research and deep-dive analysis on individual estate taxation, income taxation, taxation, and other financial planning strategies, to prepare and deliver comprehensive estate plans that help clients achieve their goals. The Wealth & Estate Strategist will foster strong relationships through regularly interfacing with clients, financial advisors, relationship managers, and other team members. The chosen candidate will be instrumental in establishing superior estate planning services for the firm’s financial advisors in support of their high-net-worth and ultra-high-net-worth clients. The position is based in Los Angeles; however, it is open to exceptional candidates in other locations who are willing to travel as needed. This role reports to the firm’s Head of Wealth Management.

Job Responsibilities

• Serve as the primary contact for supporting Miracle Mile’s clients in their estate, trust, and tax planning.
• Partner with Head of WM to set MMA wealth planning strategy and curated client experience anchored in planning.
• Work closely with Financial Advisors to build relationships with high-net-worth clients and prospects across the country by providing guidance on estate and tax planning issues.
• Simplify complex legal topics, analyses, and structures into comprehensible terms for client understanding and education.
• Compare and contrast multiple estate planning alternatives/options for clients.
• Present estate planning options to clients in comprehensible language.
• Oversee investment analyst teams to provide clients with information and analysis focusing on estate, gift, and income tax planning.

Education/Experience

• A bachelor’s degree required from an accredited university with a strong educational foundation in finance and economics.
• JD required.
• Estate Planning/Trust/Fiduciary specialist experience is preferred.
• Financial planning/wealth management acumen, judgment, and experience. Experience working at wealth management firm (preferred).
• Experience in investment management and/or financial advisory services with demonstrated ability to develop and manage client relationships.
• Financial planning/wealth management acumen, judgment, and experience.

Competencies

• Strong problem-solving and research skills.
• Capacity to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization, and automation.
• Superior communications skills, both oral and written, strong presentation skills.
• Comfortable interacting with high-net-worth individuals, in both physical and virtual formats, and in advising them on financial planning concepts.
• Team player with strong coaching and leadership skills; excellent relationship management skills.
• A demonstrated ability to establish priorities and meet goals.
• Ability to communicate effectively to prospective clients with varying degrees of investment knowledge.
• Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced, and growing environment.
• Unimpeachable ethical standards and a strong work ethic.

Characteristics

• Commitment to producing high-quality work product.
• Capacity and passion for being part of a fast-growing team.
• Pro-activity and creativity in identifying issues, solutions, and opportunities for efficiency.
• Team-oriented with the ability to build relationships and earn the respect of others.
• Client-first attitude. Heightened attention to detail; must be meticulous and consistently accurate.