Elite UHNW Wealth Strategy Advisor

mtb; Paramus (NJ); Hybrid; USD 171,000 - 284,000; Full time

Job summary

M&T Bank is seeking a Senior Wealth Strategist to advise ultra-high-net-worth families on complex estate and trust planning, wealth transfer, and tax strategies. You will work with a national team of wealth planning professionals to deliver integrated solutions and manage relationships with approximately 50 affluent families.

The role requires 7+ years of relevant experience, JD/LLM or MBA, and Bar admission, with strong knowledge of fiduciary services and tax planning.

Qualifications

• Bachelor's degree or equivalent with extensive experience in estate and trust planning for high net worth individuals.
• Experience advising HNW/UHNW clients and families.
• Strong knowledge of estate planning, trust, fiduciary services, and tax planning.

Responsibilities

• Advise ultra-high-net-worth families and business owners on estate, trust, tax, and wealth transfer planning.
• Develop and implement sophisticated estate and wealth protection strategies.
• Collaborate with Wealth Advisors, Trust Officers, and CPAs to deliver integrated planning solutions.
• Manage ongoing planning relationships for a select group of ~50 affluent families.

Skills

Estate planning

Fiduciary services

Wealth transfer planning

Tax planning

Client relationship management

Project management

Clear communication

Education

JD or LLM

Bar admission

CPA (Federal Tax/Estates)

MBA

Job description

M&T Bank is seeking a Senior Wealth Strategist to advise ultra-high-net-worth families on complex estate and trust planning, wealth transfer, and tax strategies. You will work with a national team of wealth planning professionals to deliver integrated solutions and manage relationships with approximately 50 affluent families.

The role requires 7+ years of relevant experience, JD/LLM or MBA, and Bar admission, with strong knowledge of fiduciary services and tax planning.