Senior Wealth Strategy Leader for UHNW & Tax Planning

NFP Corp; New York (NY); On-site; USD 250,000 - 325,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

NFP Corp is seeking a Senior Wealth Strategist in New York City to work with ultra-high-net-worth clients on estate and tax planning. This role involves advising clients, generating tax-saving strategies, and collaborating with their advisors.

The ideal candidate will hold a law degree with at least six years of relevant experience. A competitive salary range of $250,000 – $325,000 is offered, exact amount based on individual qualifications.

Qualifications

• Minimum six years of UHNW estate and wealth transfer planning experience.
• Ability to review and explain estate planning documents.
• Experience advising high-net-worth clients.

Responsibilities

• Assist Advisors and clients in offering strategic wealth preservation guidance.
• Meet with UHNW clients to discuss estate plans and transfer tax implications.
• Collaborate with the clients’ trusted advisors for comprehensive planning.

Skills

Estate planning

Tax planning

Wealth management

Client relationship management

Philanthropy expertise

Education

Law degree

LLM in Tax

Job description

NFP Corp is seeking a Senior Wealth Strategist in New York City to work with ultra-high-net-worth clients on estate and tax planning. This role involves advising clients, generating tax-saving strategies, and collaborating with their advisors.

The ideal candidate will hold a law degree with at least six years of relevant experience. A competitive salary range of $250,000 – $325,000 is offered, exact amount based on individual qualifications.