Private Client Wealth Strategist

Financial Recruiters International; United States; Remote; USD 50,000 - 1,000,000; Full time

Job summary

An established wealth management firm is seeking a Private Client Strategist to enhance its elite team. This role focuses on delivering tailored estate and wealth planning strategies to high-net-worth clients. You will collaborate with internal experts to provide comprehensive solutions while maintaining independence in a remote-first environment. This is a unique opportunity to work closely with clients, ensuring their financial legacies are managed with discretion and professionalism. Join a firm dedicated to excellence and innovation in client service.

Qualifications

• 7+ years advising UHNW clients on estate planning and tax strategy.
• Strong interpersonal skills to manage client relationships effectively.

Responsibilities

• Develop sophisticated estate and wealth transfer strategies for UHNW clients.
• Act as primary advisor, building lasting client relationships.

Skills

Estate Planning

Wealth Management

Tax Strategy

Client Relationship Management

Communication Skills

Education

Juris Doctor (JD)

LLM (Taxation)

CPA

CFP

Job description

Direct message the job poster from Financial Recruiters International

President and CEO Executive Search Firm in Wealth Management, PE and Family Office.

About the Company

This established wealth management firm specializes in serving high-net-worth and ultra-high-net-worth (UHNW) clients. With a strong commitment to delivering tailored financial solutions, the firm is expanding its team of top-tier professionals focused on estate planning, wealth strategy, and comprehensive client service.

The Opportunity

We are seeking a Private Client Strategist to support the firm’s growing UHNW client base—individuals and families with $20MM+ in assets. This role offers the opportunity to work at the highest level of client service, delivering bespoke estate and wealth planning strategies as part of a small, elite team within the Private Client division.

Key Responsibilities

• Develop and implement sophisticated estate, tax, and wealth transfer strategies for UHNW clients.
• Act as a primary advisor, building lasting client relationships and delivering high-touch service.
• Collaborate with internal professionals to provide holistic, coordinated wealth solutions.
• Provide guidance on complex financial and legacy planning matters with discretion and professionalism.
• Operate independently while contributing to a high-performing, collaborative team environment.

Candidate Qualifications

• A Juris Doctor (JD) is preferred, and advanced credentials such as an LLM (Taxation), CPA, or CFP, CWS, CEPA are strongly preferred.
• Minimum of 7 years' experience advising UHNW individuals and families on estate planning, tax strategy, and wealth management.
• Proven success managing relationships with UHNW clients.
• Strong interpersonal and communication skills, with the ability to present complex strategies in a clear and simple way.
• Experience in family office, legal, or financial advisory environments preferred.
• Comfortable working remotely, with optional in-office access available.
• Highly self-motivated, collaborative, and client-service oriented.

Location

Remote-first, with access to office locations available as desired.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

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