Senior UHNW Wealth Strategy Advisor

Wilmington Trust; Baltimore (MD); Hybrid; USD 154,000 - 270,000; Full time

Job summary

Wilmington Trust is seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role pairs legal and financial expertise to deliver integrated planning solutions.

Based in McLean, VA with hybrid work: four days in office, supporting clients across the Metro DC/Beltway market. Strong collaboration with advisors is essential.

Qualifications

• Requires JD/LLM/MBA with Bar admission or CPA focus in Federal Taxation or Estate Planning.
• Minimum 10 years wealth management and high net worth planning experience.
• Strong estate, trust, and tax planning knowledge.
• Proven external business development experience (5+ years).
• Experience with closely-held business owners and families.
• Excellent communication and collaboration skills.

Responsibilities

• Advise ultra-high-net-worth families and owners.
• Develop and implement estate, trust, tax, wealth transfer strategies.
• Review existing planning structures for enhancements.
• Partner with Wealth Advisors, Trust Officers, CPAs to deliver solutions.
• Serve as subject matter expert on fiduciary matters.
• Conduct research and guidance on complex issues.
• Author thought leadership and participate in client events.
• Manage planning relationships for about 50 affluent families.

Skills

Project management

Communication

Relationship management

Client advisory

Wealth planning

Education

JD/LLM/MBA

Bar admission

CPA (Federal tax/estate planning)

Job description

Wilmington Trust is seeking an experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer planning needs. This role pairs legal and financial expertise to deliver integrated planning solutions.

Based in McLean, VA with hybrid work: four days in office, supporting clients across the Metro DC/Beltway market. Strong collaboration with advisors is essential.