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 families with $10MM to $50MM+ net worth
Domain
Wealth Management / Estate Planning / Tax Law
Required skills
Estate planning, Trust and fiduciary services, Wealth transfer strategies, Taxation, Asset protection planning, Business succession planning
Preferred skills
Certified Public Accountant (CPA), Juris Doctor (JD), Master of Laws (LLM), Certified Financial Planner (CFP), Business development
Technologies
None stated
Responsibilities
Advise ultra-high-net-worth families on wealth preservation and transfer, Develop and implement estate and tax strategies, Partner with Wealth Advisors and attorneys to deliver integrated solutions, Author thought leadership content and conduct client seminars, Manage ongoing planning relationships for approximately 50 affluent families
Seniority
Senior, hands-on IC