Embedded Senior Wealth Strategist — Remote

Hargrove Management Services Organization Inc; Louisville (KY); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Remote work

Bonuses

Professional development

Benefits package

401k matching

Job summary

Hargrove Management Services Organization Inc is launching a fractional wealth strategy offering. You’ll serve as the estate planning quarterback across a portfolio of RIA partners, leading conversations with advisors and clients and translating goals into strategic designs.

You’ll work with Hargrove’s attorney team to execute plans, shape program playbooks, and contribute to scalable processes. This is an early, high-visibility role with no billable-hour requirements and a fully remote work

Qualifications

• 5+ years in estate/wealth planning within an RIA, trust company, bank, or family office, with senior titles such as Senior Wealth Strategist or Director of Estate Planning.
• Juris Doctor (JD) required; LLM in Taxation or MBA preferred. Deep fluency in advanced trust and estate strategies.
• Financial-planning fluency including cash flow modeling, portfolio construction, insurance and risk management, enough to collaborate credibly with advisors.
• Proven track record with high-net-worth clients (e.g., $10M+ households) and advisory teams.
• Energetic and entrepreneurial, capable of building in an early, high-visibility seat.
• Comfortable operating across multiple firms with distinct cultures and processes.
• Excellent written and verbal communication; polished, credible with sophisticated audiences.

Responsibilities

• Design strategies for HNW/UHNW clients and lead planning conversations with advisors and clients.
• Translate goals into plan designs and direct execution through Hargrove’s attorney team.
• Own the strategy and relationship while attorneys handle drafting and execution.
• Run periodic reviews to identify gaps and ensure plans stay current.
• Maintain plan maintenance items and coordinate with partner firms and outside counsel.
• Train and support partner-firm advisors on identifying planning opportunities and contribute to playbooks and engagement models.

Skills

Estate planning experience

Cash flow modeling

Portfolio construction

Insurance & risk management

High-net-worth client experience

Cross-firm collaboration

Communication skills

Education

Juris Doctor (JD)

LLM in Taxation

MBA

Advanced trust & estate strategies

Job description

Hargrove Management Services Organization Inc is launching a fractional wealth strategy offering. You’ll serve as the estate planning quarterback across a portfolio of RIA partners, leading conversations with advisors and clients and translating goals into strategic designs.

You’ll work with Hargrove’s attorney team to execute plans, shape program playbooks, and contribute to scalable processes. This is an early, high-visibility role with no billable-hour requirements and a fully remote work