Senior Wealth Strategy & Estate Planning

Aon plc; New York (NY); On-site; USD 210,000 - 280,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and stay current on tax law changes.

Reporting to the Director of Wealth Strategy, the role emphasizes thought leadership, client education, and collaboration to grow the business and serve high-net-worth families.

Qualifications

• Law degree required and capable of reviewing estate planning documents and designing complex plans.
• UHNW estate and wealth transfer planning experience (six years) in law or wealth management.
• LLM in Tax a plus for advanced planning work.
• Advisor to high-net-worth clients at a wealth management firm a plus.
• Philanthropy or business succession planning expertise a plus.

Responsibilities

• Assist Advisors and clients with strategic wealth preservation guidance.
• Generate tax savings ideas and estate/business planning strategies to reduce taxes.
• Meet with UHNW clients and Advisors to discuss estate plans and transfer tax implications.
• Explain how assets and wealth should be used to maximize multi-generation wealth.
• Proactively manage prospect and client pipelines and collaborate on innovative ideas.

Skills

Excellent written and verbal comms

Collaborative

Entrepreneurial mindset

Integrity

Adaptable to change

Education

Law degree

LLM in Tax

Job description

Wealthspire Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work with colleagues and external advisors to craft comprehensive wealth-transfer strategies and stay current on tax law changes.

Reporting to the Director of Wealth Strategy, the role emphasizes thought leadership, client education, and collaboration to grow the business and serve high-net-worth families.