Hybrid UHNW Wealth Architect & Estate Planner

Wilmington Trust; Westport (CT); Hybrid; USD 154,000 - 284,000; Full time

Job summary

Wilmington Trust, part of the M&T Bank footprint, seeks a Wealth Strategist to advise ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning from Bridgeport, CT or other metro NY areas. The role blends legal/financial rigor with collaborative team support in a hybrid, multi-office environment.

The ideal candidate is an experienced Trust & Estate attorney or wealth-planning professional able to translate complex concepts into actionable solutions for high-net-worth

Qualifications

• Experience advising hnhn clients and families with complex estate and trust planning.
• Strong knowledge of estate planning, trust and fiduciary services, wealth transfer strategies, taxation, and asset protection planning.
• Ability to translate complex technical concepts into practical advice and actionable solutions.

Responsibilities

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth.
• Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies.
• Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions.
• Serve as a subject matter expert on fiduciary, trust, estate, and wealth transition matters.
• Conduct research and provide technical guidance on complex planning issues.
• Author thought leadership content and participate in client seminars, educational events, and professional advisor programs.
• Manage ongoing planning relationships for a select group of approximately 50 affluent families.

Skills

UHNW experience

Estate planning

Trust services

Tax planning

Client advisory

Education

JD/LLM

Bar admission

CPA – Tax/Estate

MBA

10+ years wealth mgmt

Job description

Wilmington Trust, part of the M&T Bank footprint, seeks a Wealth Strategist to advise ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning from Bridgeport, CT or other metro NY areas. The role blends legal/financial rigor with collaborative team support in a hybrid, multi-office environment.

The ideal candidate is an experienced Trust & Estate attorney or wealth-planning professional able to translate complex concepts into actionable solutions for high-net-worth