Senior UHNW Wealth Strategy Advisor

M&T Bank; Rockville (MD); Hybrid; USD 154,000 - 270,000; Full time

Job summary

Wilmington Trust, within the M&T Bank footprint, seeks an experienced Wealth Strategist to serve ultra-high-net-worth families with advanced estate, trust, and tax planning needs. Hybrid schedule with 4 days in the office, supporting clients across the Metro DC market from McLean, VA.

The role requires JD/LLM/MBA, Bar admission, and CPA focus, with 7+ years in wealth planning, including business owners. Collaborate with Wealth Advisors, Attorneys and CPAs on integrated planning solutions.

Qualifications

• 7+ years in estate and trust planning for high net worth clients
• Experience with ultra-high-net-worth families
• Strong knowledge of estate planning, trust, fiduciary services, taxation
• Ability to translate complex concepts into practical advice
• Strong project management and client relationship skills
• Collaborative team player

Responsibilities

• Advise ultra-high-net-worth families on estate and wealth transfer
• Develop sophisticated estate, trust, tax strategies
• Review and enhance estate planning structures
• Partner with wealth advisors and CPAs to deliver planning solutions
• Serve as subject matter expert on fiduciary matters
• Conduct research on complex planning issues
• Author thought leadership and participate in client seminars
• Manage planning relationships for ~50 affluent families

Skills

Estate planning

Wealth management

Client advisory

Tax planning

Project management

Communication

Education

JD or LLM or MBA

Bar admission

CPA (Federal Taxation or Estate Planning)

10+ years wealth mgmt experience

Job description

Wilmington Trust, within the M&T Bank footprint, seeks an experienced Wealth Strategist to serve ultra-high-net-worth families with advanced estate, trust, and tax planning needs. Hybrid schedule with 4 days in the office, supporting clients across the Metro DC market from McLean, VA.

The role requires JD/LLM/MBA, Bar admission, and CPA focus, with 7+ years in wealth planning, including business owners. Collaborate with Wealth Advisors, Attorneys and CPAs on integrated planning solutions.