Wealth Advisory Strategist — HNW Planning Lead

Waldron Private Wealth; Plymouth (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Waldron Private Wealth seeks a Wealth Advisory Strategist to execute its financial planning process, including analysis, client deliverables, and idea generation. You will manage the planning workflow for clients with multi‑million investable assets.

You will review reports, generate investment ideas, and tailor solutions addressing tax, estate, and cash‑flow needs while building strong relationships with key stakeholders.

Qualifications

• Bachelor’s degree in finance or related field.
• Masters degree in finance preferred.
• Three years of experience with High Net Worth client families.

Responsibilities

• Execute Waldron’s financial planning process for clients and prepare deliverables.
• Review reports and analyses of a client’s financial picture, including investments.
• Generate and apply planning and investment ideas focusing on tax, estate planning, cash flow, and related topics.
• Develop and manage relationships with client stakeholders (family office, attorneys, accountants).
• Direct daily operations of the team, monitor performance, and provide guidance.

Skills

Financial planning

Investment analysis

Tax planning

Client relationship management

Education

Bachelor's degree in finance

Master's degree in finance

Job description

Waldron Private Wealth seeks a Wealth Advisory Strategist to execute its financial planning process, including analysis, client deliverables, and idea generation. You will manage the planning workflow for clients with multi‑million investable assets.

You will review reports, generate investment ideas, and tailor solutions addressing tax, estate, and cash‑flow needs while building strong relationships with key stakeholders.