Executive Wealth Services Advisor
Core
Serve as the primary point of contact and planning lead for senior executives, delivering holistic wealth, tax, estate, and financial planning solutions tailored to company-specific compensation and benefit programs.
Role type
Senior IC Executive Wealth Strategist
Builds
Personalized wealth planning strategies and trusted relationships for senior executives
Domain
Financial Services / Wealth Management / Executive Compensation
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Wealth planning, Tax planning, Estate planning, Executive compensation planning, Equity compensation planning, Cash flow modeling, Business succession planning, Philanthropic planning, Trust and estate law knowledge
Preferred skills
JD, CPA, or CFP designation, LLM, MST, or MBA
Technologies
WealthMaster, Word, Excel, PowerPoint
Responsibilities
Lead the wealth planning engagement process from discovery through strategy development; Develop integrated planning strategies incorporating company-specific programs; Partner with specialists across investment, credit, and trust to deliver comprehensive solutions; Educate executives on complex financial concepts and regulations; Maintain deep expertise in sponsoring company culture and compensation structures.
Seniority
Senior, hands-on IC