Wealth Strategist
Core
Develop wealth transfer strategies and customized planning for ultra-high net worth (UHNW) individuals and families, focusing on estate planning, inter-generational wealth transfer, and risk management.
Role type
Private Wealth Strategist (Strategic Wealth Advisory Group)
Builds
Wealth management strategies, presentation materials, and whitepapers for UHNW clients
Domain
Wealth Management / Estate Planning / Tax Law
Deliverable
client delivery
Required skills
Wealth Planning, Business Development, Critical Thinking, Oral Communications, Presentation Skills, Active Listening, Collaboration, Customer and Client Focus, Pipeline Management, Written Communications
Preferred skills
Tax research and writing, Legal research and writing
Technologies
Microsoft Office Suite, Brentmark Estate Planning Tools (NumberCruncher)
Responsibilities
Develop wealth transfer strategies for UHNW clients; Design and deliver presentation pieces for client meetings and national events; Partner with Advisors in client solicitation efforts; Develop recommendations for customized planning strategies; Author whitepapers and articles on topics impacting UHNW clients; Assist with retention of UHNW relationships
Seniority
Mid-Senior level (7+ years experience required)
