Associate Director (Complex UHNW Planning) (Orange County)

Comp: $150k–$250k base + bonuses (cash potential up to ~$350k)Location: Orange County, CAA prominent, fast-growing RIA is seeking an Advanced Planning Associate Director to serve its most complex UHNW clients. This is a senior, client-facing role for a planning architect embedded within a sophisticated advisory platform known for strong leadership, disciplined investment thinking, and a collaborative planning infrastructure.If you are already operating in advanced estate planning but seeking stronger long-term alignment in culture, leadership, and vision, this opportunity is worth exploring. We are conducting a streamlined three-interview process.ResponsibilitiesLead complex financial and estate planning engagements for UHNW householdsCoordinate with estate attorneys and external advisorsPartner closely with internal Tax and Risk teams to support integrated client deliveryCollaborate with advisors and report to the DirectorIdeal Background5+ years within an RIA, private bank, or dedicated Advanced Planning functionCFP required (JD, CPWA, AEP, ChFC considered)Deep expertise in strategic complex advanced estate planning, wealth transfer, tax-efficient giving, and trust design for complex, UNHW familiesConfident leading planning discussions directly with clients and their outside advisorsExperience with eMoney financial planning softwareExperience planning for UHNW clients with $50M–$200M in assetsCompensation & Benefits$150,000–$250,000 base (depending on experience)Discretionary bonus 20% + planning based bonusesTotal cash potential up to ~$350,000401(k) with employer contributionMedical, Dental, Vision (strong employer subsidy for employees/dependents)PTO flexibleSnapshot of Your First 180 DaysMonth 1: Develop a deep understanding of the firm's clients, collaborate closely with internal teams, and embrace the firm's planning philosophyMonth 3: Begin leading planning engagements and build strong, in-person relationships with the families you serveMonth 6: Contribute meaningful, strategic insights that advisors rely on and clients value.