Senior UHNW Wealth Strategist

Focus Partners Wealth; Chicago, Northern (IL, KY); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Wealth Strategist to serve UHNW clients, delivering advanced financial planning and multi-disciplinary solutions. You will collaborate with advisors to structure estate and wealth-transfer plans and implement sophisticated tax strategies, while maintaining discretion and client trust.

You will coordinate internal resources, mentor junior staff, and participate in prospect meetings, aiming to raise client confidence and satisfaction through clear, actionable

Qualifications

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

Responsibilities

• Develop, maintain, and help implement advanced financial plans for UHNW client relationships.
• Advise advisors and clients on sophisticated estate and wealth-transfer strategies.
• Coordinate internal resources and external professionals to deliver planning deliverables.

Skills

Strong analytical skills

Excellent written and verbal

Interpersonal skills

Planning software experience

Microsoft Office proficiency

Education

CFP or advanced degree

Tools

eMoney

Holistiplan

Job description

Focus Partners Wealth seeks a Wealth Strategist to serve UHNW clients, delivering advanced financial planning and multi-disciplinary solutions. You will collaborate with advisors to structure estate and wealth-transfer plans and implement sophisticated tax strategies, while maintaining discretion and client trust.

You will coordinate internal resources, mentor junior staff, and participate in prospect meetings, aiming to raise client confidence and satisfaction through clear, actionable