Remote UHNW Wealth Strategy Leader

Beacon Pointe Advisors LLC; Seattle (WA); Remote; USD 180,000 - 280,000; Full time

Job summary

Beacon Pointe Advisors is seeking a Senior Family Wealth Strategist to lead UHNW estate planning within the Strategic and Legacy Planning department. The role requires deep technical expertise in estate, tax optimization, philanthropy, and multigenerational wealth transfer, with the ability to diagram complex plans and present bespoke solutions.

The ideal candidate has at least 10 years of experience in trust and estate planning or administration and is comfortable engaging prospects and centers

Qualifications

• J.D. required. LL.M. in Taxation and certifications (CTFA, CPA, CFP) preferred.
• 10+ years of experience in tax, estate, and wealth planning with UHNW clients.
• At least one year of legal experience in a law firm is required.
• In-depth knowledge of U.S. estate, gift, and generation-skipping transfer tax laws; ability to develop complex planning strategies.
• Excellent communication, interpersonal, and presentation skills; ability to convey sophisticated ideas.

Responsibilities

• Own wealth planning for UHNW clients with net worth of at least $30M; lead client engagements with wealth advisors, legal professionals, and CPAs.

Skills

Communication skills

Interpersonal skills

Analytical skills

Presentation skills

Education

J.D.

LL.M. in Taxation

CTFA/CPA/CFP designations

Tools

eMoney

BNA

Job description

Beacon Pointe Advisors is seeking a Senior Family Wealth Strategist to lead UHNW estate planning within the Strategic and Legacy Planning department. The role requires deep technical expertise in estate, tax optimization, philanthropy, and multigenerational wealth transfer, with the ability to diagram complex plans and present bespoke solutions.

The ideal candidate has at least 10 years of experience in trust and estate planning or administration and is comfortable engaging prospects and centers