UHNW Wealth Strategist & Estate Planning Expert

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

Benefits offered by this job

Cash bonus potential

Medical, dental, vision insurance

401(k) with match

Job summary

Focus Partners seeks a Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients, focusing on estate and wealth transfer and sophisticated tax strategies. You will partner with advisors to structure and implement plans, coordinating with Tax, Risk/Insurance, Trust & Estate and other specialists to deliver a high‑quality planning experience.

We expect 5+ years of financial planning experience and a CFP or advanced degree, with strong communication and discretion.

Qualifications

• Strong analytical and technical planning skills with the ability to translate complex strategies into clear recommendations.
• Excellent written and verbal communication and interpersonal skills; highly organized and able to excel in a fast-paced environment.
• Proficiency in planning software (eMoney, Holistiplan) and MS Office preferred.

Responsibilities

• Develop, maintain, and help implement advanced financial plans for UHNW client relationships.
• Advise on sophisticated estate and wealth transfer planning and complex income tax strategy.
• Coordinate with internal specialists to ensure delivery of high-quality planning deliverables and client experiences.

Skills

Analytical planning

Client communication

Discretion & integrity

Team collaboration

Education

CFP® or advanced degree/designation (e.g., JD, LLM, MT, CPA, AEP®)

Tools

eMoney

Holistiplan

Microsoft Office

Job description

Focus Partners seeks a Wealth Strategist to lead advanced financial planning for ultra-high-net-worth clients, focusing on estate and wealth transfer and sophisticated tax strategies. You will partner with advisors to structure and implement plans, coordinating with Tax, Risk/Insurance, Trust & Estate and other specialists to deliver a high‑quality planning experience.

We expect 5+ years of financial planning experience and a CFP or advanced degree, with strong communication and discretion.