UHNW Wealth Strategy Advisor

Wilmington Trust; Paramus (NJ); Hybrid; USD 171,000 - 284,000; Full time

Job summary

Wilmington Trust is seeking an experienced Senior Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax and wealth transfer planning needs. The role supports clients across the Metro NYC market with a hybrid schedule, four days in the office, and collaboration with a nationwide team of planning professionals.

The ideal candidate is a wealth planning professional or Trust & Estate Attorney with deep experience advising high-net-worth clients and a strong

Qualifications

• Bachelor’s degree or higher with extensive experience in estate and trust planning for high net worth clients.
• Experience advising high-net-worth and ultra-high-net-worth families and individuals.
• Strong knowledge of estate planning, trust, fiduciary services, wealth transfer and asset protection planning.
• Ability to translate complex technical concepts into practical advice and actionable solutions.
• Excellent project management, written and verbal communication, and relationship-management skills.

Responsibilities

• Advise ultra-high-net-worth families and business owners on estate, trust, tax and wealth transfer planning.
• Develop and implement sophisticated estate, trust, tax and wealth transfer strategies.
• Review and optimize existing estate planning structures for wealth preservation.
• Collaborate with Wealth Advisors, Trust Officers, Investment Advisors, attorneys and CPAs to deliver integrated planning solutions.
• Serve as subject matter expert on fiduciary, trust and wealth transition matters.
• Conduct research and provide guidance on complex planning issues.
• Author thought leadership content and participate in client seminars and advisor programs.
• Manage ongoing planning relationships for approximately 50 affluent families.

Skills

Project management

Communication

Relationship management

Collaborative mindset

Translate complex concepts

Client advisory

Education

JD or LLM

MBA

Bar admission

CPA in Federal Taxation or Estate Planning

10+ years wealth management experience

5 years external business development

Job description

Wilmington Trust is seeking an experienced Senior Wealth Strategist to serve ultra-high-net-worth families with complex estate, trust, tax and wealth transfer planning needs. The role supports clients across the Metro NYC market with a hybrid schedule, four days in the office, and collaboration with a nationwide team of planning professionals.

The ideal candidate is a wealth planning professional or Trust & Estate Attorney with deep experience advising high-net-worth clients and a strong