Senior UHNW Wealth & Estate Strategist

Forvis Mazars US; Nashville (TN); On-site; USD 157,200 - 326,600; Full time

Benefits offered by this job

Flexible work environment

Comprehensive benefits program

401(K) and bonuses

Job summary

A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors. Candidates should possess a Bachelor's degree, CPA or equivalent, and have over 9 years of client-facing experience. This role involves regular travel for client engagements and requires strong expertise in wealth management and financial planning.

Qualifications

• Minimum of 9+ years of professional client-facing experience.
• Previous experience in law, tax services, financial planning is preferred.
• Regular travel for client meetings is required.

Responsibilities

• Develop and implement complex tax and estate plans for clients.
• Lead multi-advisor client meetings involving family members and advisors.
• Act as a thought leader in the Private Client area.

Skills

Client-facing experience

Tax planning

Estate planning

Proficiency in Microsoft Office Suite

Networking

Education

Bachelor's degree in a related field

CPA license, CTFA, LLM, or JD

Job description

A leading financial services firm is seeking a Wealth Strategist to manage complex financial needs for high-net-worth individuals and families. The ideal candidate will develop and implement tax and estate plans, lead client meetings, and collaborate with various advisors. Candidates should possess a Bachelor's degree, CPA or equivalent, and have over 9 years of client-facing experience. This role involves regular travel for client engagements and requires strong expertise in wealth management and financial planning.