Wealth Strategist

Overview Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Experience level: Senior. Salary range: $150,000 - $175,000 per year. Responsibilities Lead client relationships and provide tailored wealth management services as part of a holistic approach (investment management, tax strategy, estate planning, and financial planning). Collaborate with internal specialists to deliver comprehensive, client-centric solutions for a select group of families. Qualifications 3+ years of work experience (preferably with an RIA). CFP designation. About us We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally. Why join us Meaningful Work Competitive Base Salary Competitive Bonus and Options Package Complete Benefits Package Flexible Work Schedules Accelerated Career Growth Fun Company Activities #J-18808-Ljbffr