Senior Estate Planning & Wealth Transfer Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model.
You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients’ goals and family dynamics.
Are you ready to take on the Senior Estate Planning & Wealth Transfer Advisor role at Empirical Wealth Management?
As a Senior Estate Planning & Wealth Transfer Advisor, you will play an important part at Empirical Wealth Management in San Francisco, CA, United States.
We invite applications for the Senior Estate Planning & Wealth Transfer Advisor position located in San Francisco, CA, United States.
The following role is for a Senior Estate Planning & Wealth Transfer Advisor with Empirical Wealth Management.
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