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Estate Planning Associate Jobs in California (NOW HIRING)

JKZ LLP

Associate Attorney - Trusts & Estates

San Diego, CA · On-site

$150K - $180K/yr

... including estate planning, trust formation and administration, probate proceedings, fiduciary ... Associate Attorneys are expected to model and uphold JKZ's mission, vision, and values in all ...

Ambrecht & Martinez, LLP

Associate

Santa Barbara, CA · On-site

$140K - $180K/yr

Assisting with estate planning for families with substantial estates, trustees, and business owners ... Associates work directly with experienced attorneys and gain exposure to complex estate plans ...

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in California?

The most popular types of Estate Planning jobs in California are:

What cities in California are hiring for Estate Planning Associate jobs?

Cities in California with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Senior Wealth Planning Associate

Gerber Kawasaki Wealth Management

Santa Monica, CA

Full-time

Re-posted 15 days ago

Job description

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking a Senior Wealth Planning Associate to join our growing advisory team.

This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. The successful candidate will have a strong foundation in financial planning, exceptional client service skills, and the ability to manage complex planning initiatives in a fast-paced environment. CFP certification (or active pursuit of the designation) is strongly preferred.


Salary: Starting at $100K, DOE, plus competitive bonus opportunities and a comprehensive benefits package.


This position is 100% in-office

Key Responsibilities

  • Partner closely with Financial Advisors to deliver an exceptional client experience and provide comprehensive planning support.
  • Prepare, update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning.
  • Assist advisors in developing planning recommendations and implementing client strategies.
  • Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
  • Conduct research on investment strategies, financial planning topics, and industry trends.
  • Coordinate account openings, transfers, and other client account maintenance activities.
  • Maintain accurate client records and planning documentation.
  • Assist with monthly, quarterly, and special projects that support the advisory team and firm initiatives.
  • Embrace change and adapt quickly to evolving priorities, processes, and technology.

Qualifications

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • 3-5+ years of experience supporting financial advisors within a wealth management, RIA, or financial planning environment.
  • CFP certification or active CFP candidate strongly preferred.
  • Series 65 license (or equivalent) required, or the ability to obtain promptly if not currently licensed.
  • Strong understanding of comprehensive financial planning concepts, including retirement, tax, estate, insurance, and investment planning.
  • Excellent written and verbal communication skills with the ability to build strong client relationships.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
  • Advanced proficiency with Microsoft Office; experience with financial planning software and CRM systems is preferred.
  • Professional, collaborative, and client-focused with a high degree of integrity and confidentiality.

Why Join Gerber Kawasaki?

  • Work alongside some of the most respected advisors in the wealth management industry.
  • Support sophisticated clients and participate in comprehensive financial planning strategies.
  • Join a collaborative, high-performing team that values innovation, continuous learning, and exceptional client service.
  • Build a long-term career with a firm known for promoting from within and investing in employee growth.
  • Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.

At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we serve. We are committed to equal employment opportunity and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable law.

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