UHNW Wealth Planning Strategist

Waldron Private Wealth; Wayne (PA); On-site; USD 140,000 - 240,000; Full time

Job summary

Waldron Private Wealth is seeking a Multi-Family Office Strategist to partner with senior team members to build processes and advance Wealth Planning Services for UHNW and multifamily clients. The role emphasizes research, relationship-building with Lead Advisors, and deep subject-matter expertise across wealth planning disciplines.

Responsibilities include facilitating client service for UHNW/family office clients, supporting the wealth planning team, and driving efficiency through tech stack

Qualifications

• Bachelor’s Degree in finance or related field.
• 5+ years wealth management/investment experience; 7 years preferred.
• 3+ years with Family Office/UHNW clients ($50MM+ investable assets); 5 years preferred.
• Credential such as CFP®, CFA, CPA, or JD required.

Responsibilities

• Coordinate client service for Ultra-High-Net Worth/Famil y Office clients, supporting wealth planning needs.
• Assist with execution of internal/external services and materials for client meetings.
• Evaluate and improve technology stack to support wealth planning efficiency.
• Support prospecting, onboarding, data management, and client information systems.

Education

Bachelor’s Degree in finance or related field

Minimum of five (5) total years of wealth management and investment related experience

Minimum of three (3) years of progressive experience with Family Office and UHNW clients

Passed CFP®, CFA, CPA, JD or other approved credential

Investment Adviser Representative registration eligibility within 3 months

Job description

Waldron Private Wealth is seeking a Multi-Family Office Strategist to partner with senior team members to build processes and advance Wealth Planning Services for UHNW and multifamily clients. The role emphasizes research, relationship-building with Lead Advisors, and deep subject-matter expertise across wealth planning disciplines.

Responsibilities include facilitating client service for UHNW/family office clients, supporting the wealth planning team, and driving efficiency through tech stack