UHNW Wealth Strategy Advisor

NewEdge Capital Group; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

NewEdge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios.

Ideal candidates will have a Bachelor's degree, a CFP designation, and a minimum of 7 years of experience in wealth planning, with proficiency in eMoney Advisor. The position is based in New York, NY, offering a competitive salary of $150,000 – $190,000 depending on experience.

Qualifications

• Minimum 7 years of experience in comprehensive wealth planning.
• Demonstrated experience preparing and presenting client-friendly financial plans for UHNW clients.
• Deep proficiency in eMoney Advisor for complex multi-account plans.

Responsibilities

• Build and maintain comprehensive plans using eMoney Advisor for UHNW clients.
• Participate in client-facing meetings and present planning analyses clearly.
• Coordinate with professionals in support of liquidity events.

Skills

Analytical skills

Communication skills

Detail-oriented

Team collaboration

Education

Bachelor's degree

CFP designation

Advanced degree (J.D., LL.M., M.T., or MBA)

Tools

eMoney Advisor

Microsoft Excel

Salesforce

Job description

NewEdge Capital Group is seeking a Wealth Strategist for their Wealth Strategy team. This mid-level role involves comprehensive wealth planning for high-net-worth clients, managing sophisticated engagements across various financial scenarios.

Ideal candidates will have a Bachelor's degree, a CFP designation, and a minimum of 7 years of experience in wealth planning, with proficiency in eMoney Advisor. The position is based in New York, NY, offering a competitive salary of $150,000 – $190,000 depending on experience.