Senior Estate & Wealth Strategist

Composition Wealth, LLC; United States; Hybrid; USD 150,000 - 225,000; Full time

Benefits offered by this job

Continuing education support

401(k) Employer matching

Health savings account

Job summary

Composition Wealth, LLC seeks a Wealth Strategist to support advisors, clients, and wealth management teams in estate planning, trusts, tax, and wealth transfer matters. You will analyze complex planning issues, conduct legal and tax research, and translate sophisticated concepts into practical recommendations.

The role requires strong analytical and communication skills, a genuine interest in estate planning, and the ability to explain complex concepts clearly.

Qualifications

• J.D. from an accredited law school strongly preferred; candidates with significant estate planning, tax, or wealth planning experience may also be considered.
• Bachelor’s degree from an accredited university required.
• Experience in estate planning, trusts and estates, tax, wealth management, financial planning, or a related field preferred.
• Strong understanding of estate and gift tax concepts and wealth transfer strategies.
• Experience working with high-net-worth or ultra-high-net-worth individuals and families preferred.
• Experience working within a wealth management, financial advisory, law, accounting, or similar professional services environment preferred.

Responsibilities

• Serve as a trusted partner and expert resource to Financial Advisors and clients in estate planning, trust, tax, and wealth transfer matters.
• Identify planning opportunities and develop strategies for high-net-worth and ultra-high-net-worth clients.
• Conduct research and analysis on estate, gift, income, and other tax matters, and broader wealth planning strategies.
• Review existing estate planning documents and discuss issues with the client’s legal and tax advisors.
• Translate complex planning concepts into clear guidance for clients and advisors.
• Assist with client meetings and presentations explaining planning concepts and strategies.
• Collaborate with outside estate planning attorneys, CPAs, and other advisors to coordinate planning.

Skills

Communication

Analytical thinking

Problem-solving

Attention to detail

Interpersonal skills

Presentation skills

Team-oriented

Process improvement

Independent work

Client service

Education

J.D. from an accredited law school

Bachelor’s degree from an accredited university

Job description

Composition Wealth, LLC seeks a Wealth Strategist to support advisors, clients, and wealth management teams in estate planning, trusts, tax, and wealth transfer matters. You will analyze complex planning issues, conduct legal and tax research, and translate sophisticated concepts into practical recommendations.

The role requires strong analytical and communication skills, a genuine interest in estate planning, and the ability to explain complex concepts clearly.