Pocketbook Agency · 6 days ago
Wealth and Estate Planning Strategist
Irvine, CA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expPocketbook Agency is seeking a Wealth and Estate Planning Strategist to provide expertise and support to their Advisory team. The role involves advisor support, client proposals, plan implementation, and research to assist the CEO and other advisors in client-related matters.
ConsultingRecruitingStaffing Agency
Hiring Manager
Liz Adwers
Responsibilities
Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies
Facilitate data collection and management
Receive, process, and disseminate data to team
Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters
Provide internal professional opinions, advice, and recommendations to advisors
Manage development and maintenance of client facing materials and library
Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports
Create case analysis, narrative, spreadsheets, schematics, and calculations
Prepare and deliver multi-life employer and employee communications
Schedule, prepare for, and participate in multi-life employee meetings
Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed
Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies
Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc
Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans
Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc
Qualification
Required
Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support
BA/BS degree in Business, Finance or related
CPA, CLU, CFP, or Law Degree
Measured competency in mathematics and financial spreadsheets
Knowledge of life insurance products and marketing techniques
Strong initiative, critical thinking, flexibility, accountability
Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines
Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors
Ability to work autonomously and perform well under pressure
Expert level written and verbal communication skills
Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs
Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner
Benefits
Discretionary bonus
Benefits
Company
Pocketbook Agency
Pocketbook Agency is an award-winning, premier boutique recruitment firm specializing in elite administrative and support talent across the United States.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brittany Dolin
Co-Founder
Nicole Dayan
Co-Founder
Recent News
2025-11-05
Company data provided by crunchbase