UHNW Wealth Planner & Estate Strategist

Focus Partners; Deerfield (IL); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks a Wealth Strategist to lead sophisticated financial planning for ultra-high-net-worth clients. You will structure and help implement multi-disciplinary plans, collaborating with advisors to deliver comprehensive wealth solutions with discretion and integrity.

The role emphasizes estate and tax planning expertise, coordination with specialists, and client-facing responsibilities within a fiduciary framework.

Qualifications

• CFP®, or advanced degree/designation with emphasis on estate/tax planning.
• 5+ years of financial planning experience with complex UHNW clients.
• Expertise in estate and wealth transfer planning and complex tax strategies.

Responsibilities

• Develop and maintain advanced financial plans for UHNW clients.
• Serve as SME in estate/wealth transfer planning and advise Advisors/Clients.
• Provide guidance on complex income tax planning and coordinate with outside professionals.

Skills

Financial planning

Estate planning

Tax planning

Client advisory

Communication

MS Office

Education

CFP or advanced degree

Estate/tax planning designation

Tools

eMoney

Holistiplan

Job description

Focus Partners Wealth seeks a Wealth Strategist to lead sophisticated financial planning for ultra-high-net-worth clients. You will structure and help implement multi-disciplinary plans, collaborating with advisors to deliver comprehensive wealth solutions with discretion and integrity.

The role emphasizes estate and tax planning expertise, coordination with specialists, and client-facing responsibilities within a fiduciary framework.