Senior UHNW Estate & Wealth Strategist

Focus Financial Partners; Chicago (IL); Vor Ort; USD 150.000 - 170.000; Vollzeit

Zusammenfassung

Focus Partners Wealth in the Chicago area seeks a Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients. You will structure sophisticated estate and wealth transfer plans and integrate tax strategies in coordination with advisors and specialists.

You will collaborate with advisory teams, manage confidential client information with discretion, and mentor colleagues to raise planning standards across the firm.

Qualifikationen

• CFP® or advanced degree with emphasis on estate/tax planning.
• 5+ years of financial planning experience with UHNW clients.
• Demonstrated expertise in estate and wealth transfer planning and complex income tax strategy.

Aufgaben

• Develop and implement advanced financial plans for UHNW clients.
• Serve as subject matter expert in estate and wealth transfer planning.
• Provide guidance on complex tax planning and coordinate with outside professionals.

Kenntnisse

Analytical skills

Strong communication

Team collaboration

Ausbildung

CFP or advanced degree

Tools

eMoney

Holistiplan

Microsoft Office

Jobbeschreibung

Focus Partners Wealth in the Chicago area seeks a Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients. You will structure sophisticated estate and wealth transfer plans and integrate tax strategies in coordination with advisors and specialists.

You will collaborate with advisory teams, manage confidential client information with discretion, and mentor colleagues to raise planning standards across the firm.