Senior Wealth Strategy & Estate Planning
Aon plc
Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and stay current on tax law changes. Reporting to the Director of Wealth Strategy, the role emphasizes thought leadership, client education, and collaboration to grow the business and serve high-net-worth families. #J-18808-Ljbffr
Vacancy posted 1 day ago
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