Director, UHNW Wealth Advisory (CPA/JD) - Equity Path

Leah Yosef International; United States; On-site; USD 350,000; Full time

Job summary

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to manage a portfolio of ultra-high net worth clients. The role involves designing complex estate and tax planning strategies, collaborating with internal teams, and provides a competitive compensation package over $350,000. Candidates should have extensive experience in estate planning within legal or financial services, with a strong focus on client relationship management. Opportunities for equity are available after the first year.

Qualifications

• Experience with ultra-high net worth clients is essential.
• Strong knowledge in tax planning and estate law.
• Ability to collaborate effectively in a team environment.

Responsibilities

• Manage and develop relationships with ultra-high net worth clients.
• Design complex estate and tax planning strategies.
• Collaborate with investment and operations teams.

Skills

Estate planning expertise

Tax planning knowledge

Client relationship management

Job description

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to manage a portfolio of ultra-high net worth clients. The role involves designing complex estate and tax planning strategies, collaborating with internal teams, and provides a competitive compensation package over $350,000. Candidates should have extensive experience in estate planning within legal or financial services, with a strong focus on client relationship management. Opportunities for equity are available after the first year.