Wealth Strategist
Core
Private Wealth Strategist supporting UHNW individuals and families with wealth transfer, estate planning, and customized financial strategies.
Role type
Senior IC wealth strategist (strategic advisory)
Builds
Customized wealth transfer and estate planning strategies for UHNW clients
Domain
Wealth Management / Estate Planning / Tax Law
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, Legal research, Microsoft Office Suite, Brentmark Estate Planning Tools
Responsibilities
Develop wealth transfer strategies for UHNW individuals and families, Design and deliver presentation pieces for client meetings and national events, Partner with Advisors in client solicitation efforts, Develop recommendations for customized planning strategies (inter-generational wealth, estate planning, business succession, risk management), Author whitepapers and articles on topics impacting UHNW clients, Assist with retention of UHNW relationships
Seniority
Senior, hands-on IC
