Chief Estate Planning Strategist for UHNW Wealth
HighTower Advisors, LLC
HighTower Advisors, LLC is seeking an Executive Director in New York to lead sophisticated estate planning for ultra-high-net-worth clients. You will play a key role in advising and managing complex wealth solutions, collaborating with financial advisors and ensuring strategies meet regulatory standards. The ideal candidate will have a Juris Doctor or Master's degree, 12+ years in estate planning, and expertise in wealth management within high-tax jurisdictions. This position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr HighTower Advisors, LLC
- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...Suggested
- ...Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This... ...involves significant travel and requires expertise in estate planning, liquidity events, and strategic tax...Suggested
- ...Job Description The Private Wealth Strategist, part of Merrill’s Strategic... ...Advisory Group, works with UHNW individuals and families to... ...aimed at aligning financial and estate strategies with their goals.... ...to implement customized planning strategies for UHNW families...SuggestedPrivate practiceWork at officeShift workDay shift
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients...SuggestedWork at officeLocal area
$150k - $190k
The Wealth Strategist plays a central role within the NewEdge Wealth Strategy... ...designed for a credentialed planning professional who can... ...flow and liquidity planning, estate and wealth transfer planning... ...detailed cash flow models for UHNW clients. Coordinate modeling...SuggestedWork at office$119k - $160k
...is seeking an Associate, Non-Self-Sustaining Advisor based in New York, New York. This role involves creating comprehensive wealth management plans for ultra-high net worth individuals and families, and implementing business development strategies to enhance client...- ...located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates should have a...
$125k - $200k
## Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full... ...matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver... ...tax-efficient wealth strategies + Estate planning and wealth transfer techniques...Permanent employmentTemporary workWork at officeFlexible hours- ...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be... ...guidance and education on estate, tax, philanthropic, and multigenerational...Work at officeRemote work
- Overview Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive... ...working with Family Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable assets)...Work at office
$130k - $170k
BBR Partners’ Wealth Strategies team serves as a centralized... ...of tax‑aware planning, recognizing that tax considerations... ..., including trust and estate planning, insurance and... ...to serve as a wealth strategist with a primary focus on... ...structures related to UHNW clients (life insurance...Temporary workCasual workWork at officeRemote workFlexible hours- OnePoint BFG Wealth Partners Parsippany, New Jersey, United States... ...our team as a Sr. Trust & Estate Strategist . Position Overview The... ...guidance in complex estate planning, wealth transfer strategies,... ...structures for ultra-high-net-worth (UHNW) clients. This role requires...
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime... ...service.**Wealth Strategist/Client Development Sales... ...approach to wealth management planning. With the support of... ...ultra high net worth(UHNW) individuals, families... ...attorneys) on the benefits of estate planning services,...Local areaFlexible hours$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key business... ...to wealth management planning. You will identify prospective... ...with ultra high net worth (UHNW) individuals, families and businesses... ...) on the benefits of estate planning services, utilizing...Local area- ...growth equity, private credit, real estate, infrastructure, hedge funds, and sustainability... ...to the world's leading sovereign wealth funds, pension plans, governments, financial institutions,... ...We Do Within Asset Management, Strategists (also known as "Strats") play...
$130k - $250k
...growth equity, private credit, real estate, infrastructure, hedge funds, and sustainability... ...to the world's leading sovereign wealth funds, pension plans, governments, financial institutions,... ...We Do Within Asset Management, Strategists (also known as "Strats") play...Full timeTemporary workPart time$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job... ...growth equity, private credit, real estate, infrastructure, hedge funds, and sustainability... ...sovereign wealth funds, pension plans, governments, financial institutions,...Full timeTemporary workPart timeWork at office- BBR Partners is seeking a Vice President, Wealth Strategies, to provide expert advice on individual income tax planning. In this role, you will support client teams and engage directly with clients to offer comprehensive planning across multiple financial disciplines. The...
$150k - $200k
The Role Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS... ...net lease, digital infrastructure and real estate finance. The successful candidate will serve...Work at officeMonday to Friday$200k
...help drive the strategy and agenda of Carlyle Global Wealth, working closely with the group’s Chief Operating Officer. This role will have an immediate impact... ...of a business/function through organization and planning, collaboration, issue resolution and creative problem...Immediate start$200k - $250k
...contribute. What you’ll be doing As a Senior Wealth Strategist, you are responsible for supporting and... ...to develop and implement wealth planning as part of CIBC Private Wealth’s integrated... ...You will help clients understand their estate planning, tax planning, philanthropic...Remote work- ...Job Overview Plan, implement, and monitor the lifecycle of assets. Ensure that assets... ...deliver customized solutions in multiple wealth–planning areas based on their goals and objectives... ...complex financial‑planning concepts, estate, wealth transfer, and liquidity event...
- ...management, capital markets, trusts & estates, and banking capabilities.... ...recognized for our succession planning, advice and trust services. We... ...in growing and managing an UHNW client-focused business.... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...
$200k - $220k
Dormont Manufacturing Co is seeking a Financial Planning Advisor responsible for delivering advanced estate and financial planning advice to high-net-worth clients. You will manage clients with $10M+ assets, provide comprehensive analyses, and foster positive client outcomes...$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for... ..., with ability to apply that knowledge to post-mortem planning exercises and account administration Preferred...$150k - $190k
NewEdge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios. Ideal candidates will have...- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader... ...banking services including trusts and estates, loans, mortgages and deposits. Job... ...remaindermen. Work with remaindermen on any planning issues that may arise. Identify and...
- The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment...
$200k - $250k
Dormont Manufacturing Co is seeking a Senior Wealth Strategist in New York City. You will work closely... ...Managers to develop and implement wealth planning for high net worth clients. The ideal candidate has 10-15+ years of estate planning experience, a Juris Doctorate, and...- M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment management services to clients, develop Individual Policy Statements, and manage fiduciary relationships. Required qualifications include...
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