Senior UHNW Wealth Strategist

Focus Financial Partners; Deerfield (IL); Presencial; USD 150.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual bonus

Benefits package

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Descripción de la vacante

Focus Partners seeks a senior Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients, collaborating with advisors to deliver sophisticated estate and tax outcomes.

The role requires 5+ years of financial planning experience, CFP or equivalent, and strong analytic and communication skills. On-site collaboration with cross-functional teams is expected, with a comprehensive benefits package and potential bonuses.

Formación

• CFP or advanced degree required with emphasis on estate/tax planning.
• 5+ years of financial planning experience serving complex UHNW relationships.
• Expertise in estate/wealth transfer planning and complex income tax strategies.

Responsabilidades

• Develop, maintain, and implement advanced plans for UHNW clients.
• Act as SME in estate and wealth transfer planning for advisors/clients.
• Guide on complex income tax planning strategies and coordinate with outside professionals.

Conocimientos

CFP

Estate planning

Tax strategy

Educación

Advanced degree or designation

Herramientas

eMoney

Holistiplan

Descripción del empleo

Focus Partners seeks a senior Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients, collaborating with advisors to deliver sophisticated estate and tax outcomes.

The role requires 5+ years of financial planning experience, CFP or equivalent, and strong analytic and communication skills. On-site collaboration with cross-functional teams is expected, with a comprehensive benefits package and potential bonuses.