Senior UHNW Wealth Strategist & Estate Planning Expert

Wilmington Trust; Washington (District of Columbia); Hybrid; USD 154,000 - 270,000; Full time

Job summary

Wilmington Trust in McLean, VA is seeking an experienced Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.

This role suits a Trust & Estate attorney or seasoned planning professional who collaborates with a team of wealth management specialists to deliver integrated solutions.

The position involves advising families with $10M–$50M+ net worth, developing strategies, coordinating with advisors, and managing relationships.

Qualifications

• JD (Juris Doctor) or LL.M. or MBA required/preferred.
• Bar admission in any state.
• CPA with focus in Federal Taxation or Estate Planning (preferred).
• 10+ years wealth management or estate/trust planning experience (strongly preferred).
• 5+ years external business development experience (preferred).
• Demonstrated experience with $20M+ net worth clients.

Responsibilities

• Advise ultra-high-net-worth families on estate, trust, tax, and wealth transfer planning.
• Develop and implement advanced estate, trust, tax, and wealth transfer strategies.
• Review existing estate structures and optimize outcomes.
• Collaborate with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions.
• Serve as SME on fiduciary, trust, estate, and wealth transition matters.
• Conduct research and provide guidance on complex planning issues.
• Author thought leadership content and participate in client seminars and professional advisor programs.
• Manage ongoing planning relationships for about 50 affluent families.

Skills

Wealth management

High-net-worth advisory

Estate planning

Trust services

Education

JD/LL.M./MBA

Bar admission

CPA - Federal Taxation or Estate Planning

Job description

Wilmington Trust in McLean, VA is seeking an experienced Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs.

This role suits a Trust & Estate attorney or seasoned planning professional who collaborates with a team of wealth management specialists to deliver integrated solutions.

The position involves advising families with $10M–$50M+ net worth, developing strategies, coordinating with advisors, and managing relationships.