UHNW Wealth Architect & Estate Strategy

NewEdge Advisors; Miami, Northern (FL, KY); Hybrid; USD 120,000 - 210,000; Full time

Job summary

Aligned Wealth is seeking a Wealth Strategist to join our team and serve as a trusted planning partner to UHNW clients. This role focuses on comprehensive wealth planning—cash flow, estate, tax, business succession, and philanthropic strategy—while acting as a technical resource for the advisory team.

The ideal candidate will bring deep estate and wealth transfer planning expertise, strong technical planning skills, and the client-facing polish to translate complex strategies into clear,

Qualifications

• Deep expertise in estate and wealth transfer planning (GRATs, SLATs, IDGTs, etc.).
• Strong client-facing communication and ability to translate complex strategies.

Responsibilities

• Develop comprehensive wealth plans for UHNW clients, covering cash flow, estate, tax, and business succession.
• Model estate and wealth transfer strategies (GRATs, SLATs, IDGTs) and explain them clearly.
• Act as eMoney power user, building and maintaining sophisticated planning models.

Skills

Estate planning

Wealth transfer planning

eMoney

Client communication

Cash flow planning

Tax planning

Business succession

Collaboration

Education

JD or CPA or CTFA preferred

Tools

eMoney

Job description

Aligned Wealth is seeking a Wealth Strategist to join our team and serve as a trusted planning partner to UHNW clients. This role focuses on comprehensive wealth planning—cash flow, estate, tax, business succession, and philanthropic strategy—while acting as a technical resource for the advisory team.

The ideal candidate will bring deep estate and wealth transfer planning expertise, strong technical planning skills, and the client-facing polish to translate complex strategies into clear,