Hybrid UHNW Wealth & Estate Strategy Advisor

M&T Bank; Baltimore (MD); On-site; USD 154,000 - 270,000; Full time

Job summary

M&T Bank in McLean, VA seeks an experienced Wealth Strategist to advise ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning. You’ll join a collaborative team of wealth management professionals and serve as a trusted advisor for complex planning needs.

The role requires a JD/LLM or MBA with extensive experience in fiduciary services and the ability to translate technical concepts into actionable guidance, plus strong project management and client-relations skills.

Qualifications

• Bachelor’s degree with 7+ years in estate/trust planning or related wealth management.
• Experience advising UHNW clients and families with complex planning needs.
• Strong knowledge of estate planning, trust, tax, and asset protection.
• Ability to translate complex concepts into actionable guidance.

Responsibilities

• Advise ultra-high-net-worth families, often $10MM–$50MM+ net worth, on planning needs.
• Develop and implement sophisticated estate, trust, tax, and wealth transfer strategies.
• Review existing structures and identify optimization opportunities.
• Collaborate with Wealth Advisors, attorneys, CPAs to deliver integrated solutions.
• Serve as subject-matter expert on fiduciary and wealth transition matters.
• Conduct research and provide guidance on complex planning issues.
• Author thought leadership content and participate in client seminars.

Skills

UHNW client advisory

Estate planning

Project management

Relationship management

Education

JD or LLM

MBA

Bar admission

CPA (Federal Tax/Estates)

10+ years wealth planning experience

5+ years business development

Job description

M&T Bank in McLean, VA seeks an experienced Wealth Strategist to advise ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning. You’ll join a collaborative team of wealth management professionals and serve as a trusted advisor for complex planning needs.

The role requires a JD/LLM or MBA with extensive experience in fiduciary services and the ability to translate technical concepts into actionable guidance, plus strong project management and client-relations skills.