UHNW Wealth Strategy Advisor

NewEdge Capital Group; Stamford (CT); On-site; USD 150,000 - 190,000; Full time

Job summary

NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum of 7 years of relevant experience.

Located in Stamford, CT, this mid-level position offers a competitive salary ranging from $150,000 to $190,000 based on experience.

Qualifications

• Minimum 7 years of experience in comprehensive wealth planning.
• Experience preparing and presenting client-ready financial plans for UHNW clients.
• Demonstrated ability to manage multiple active engagements.

Responsibilities

• Prepare comprehensive wealth strategy reviews for high-net-worth clients.
• Analyze and illustrate key-person planning and business succession strategies.
• Develop philanthropic strategies and assist clients in charitable giving.

Skills

Strong analytical skills

Verbal communication

Written communication

Detail-oriented

Financial modeling

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 to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum of 7 years of relevant experience.

Located in Stamford, CT, this mid-level position offers a competitive salary ranging from $150,000 to $190,000 based on experience.