Senior Wealth Strategist
Core
Trusted advisor to ultra-high-net-worth families and business owners for complex estate, trust, tax, and wealth transfer planning.
Role type
Senior Wealth Strategist (Trust & Estate)
Builds
Integrated planning solutions for multigenerational households and closely-held business owners
Domain
Wealth Management / Estate Planning / Tax Law
Deliverable
client delivery
Required skills
estate planning, trust and fiduciary services, wealth transfer strategies, taxation, asset protection planning, business succession planning
Preferred skills
Certified Public Accountant (CPA) with focus in Federal Taxation or Estate Planning, Certified Financial Planner (CFP), Juris Doctor (JD) or Master of Laws (LLM), Certified Trust and Finance Officer (CTFO)
Technologies
N/A
Responsibilities
Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies; Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes; Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions; Conduct research and provide technical guidance on complex planning issues; Author thought leadership content and participate in client seminars, educational events, and professional advisor programs; Manage ongoing planning relationships for a select group of approximately 50 affluent families.
Seniority
Senior, hands-on IC