Senior UHNW Wealth Planner & Estate Strategist

LE0123 Focus Partners Wealth LLC; Deerfield (IL); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth LLC is seeking a Wealth Strategist to serve ultra‑high‑net‑worth clients with sophisticated financial planning, estate and tax strategies, and cross‑functional collaboration. This role demands deep expertise and fiduciary excellence within a client‑focused advisory team.

You will mentor advisors, coordinate resources across Tax, Risk/Insurance, Trust & Estate, and Business Owner Solutions, and participate in client and prospect meetings to deliver comprehensive planning

Qualifications

• CFP or an advanced degree/designation (e.g., JD, LLM, MT, CPA, AEP) required.
• 5+ years of financial planning experience serving or supporting UHNW client relationships.
• Demonstrated expertise in estate and wealth transfer planning and advanced income tax strategy.

Responsibilities

• Develop, maintain, and implement advanced financial plans for UHNW clients.
• Advise on sophisticated estate and wealth transfer planning strategies.
• Provide guidance on complex income tax planning and coordinate with outside professionals.
• Partner with advisors to identify planning opportunities and determine resource depth.
• Co-present with advisors in client meetings to enhance confidence and satisfaction.
• Coordinate internal and external service providers to ensure timely delivery of planning deliverables.

Skills

Financial planning

Estate planning

Tax planning

Analytical skills

Communication skills

Planning software

Microsoft Office

Education

CFP or advanced degree

Tools

eMoney

Holistiplan

Planning software

Job description

Focus Partners Wealth LLC is seeking a Wealth Strategist to serve ultra‑high‑net‑worth clients with sophisticated financial planning, estate and tax strategies, and cross‑functional collaboration. This role demands deep expertise and fiduciary excellence within a client‑focused advisory team.

You will mentor advisors, coordinate resources across Tax, Risk/Insurance, Trust & Estate, and Business Owner Solutions, and participate in client and prospect meetings to deliver comprehensive planning