Wealth Architect

Uplevel Entrepreneur; Town of Florida (NY); Remote; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision

Remote work

Long-term growth

Job summary

Uplevel By Design seeks a Wealth Architect to lead client strategy across entity structuring, tax positioning, and estate design. This is a strategic, client-facing role that blends high-level thinking with precise execution.

You will collaborate with internal teams and external professionals to design scalable wealth structures for ambitious entrepreneurs and high-net-worth clients, with a remote-first setup.

Qualifications

• JD or wealth management designation required.
• Proven experience in tax, estate, or business structuring strategy.
• Experience advising entrepreneurs or high-net-worth clients.
• Strong strategic thinking with ability to translate complexity into direction.
• High ownership, attention to detail, execution standards.

Responsibilities

• Client Strategy & Advisory: Lead strategy sessions with clients across business structuring, asset protection, and estate planning; Translate complex strategies into clear, actionable direction; Guide clients through implementation alongside internal teams.
• Wealth Architecture: Design and refine entity, trust, and estate structures; Evaluate and optimize existing client frameworks for efficiency and scalability; Align legal, tax, and financial strategies into cohesive plans.
• Collaboration & Execution: Partner with internal teams across Tax, CFO, and Implementation; Coordinate with outside counsel and financial professionals; Ensure strategies are executed accurately and at a high standard.
• Thought Leadership: Contribute to internal frameworks, client education, and workshops; Support development of intellectual property and client-facing materials.

Skills

Tax strategy

Estate planning

Business structuring

Entrepreneur clients

Strategic thinking

Education

Juris Doctor (JD)

CFP/CPA/CFO designation

Job description

Job Description

Job Description

About Us:

Uplevel is building a team of high-level operators to support our mission of helping business owners create, scale, and protect real wealth.

We are seeking a Wealth Architect to lead advanced client strategy across entity structuring, tax positioning, and estate design.

This is not an administrative role.

This is a strategic, client-facing position for someone who can think at a high level and execute with precision.

What This Role Owns

Client Strategy & Advisory

• Lead strategy sessions with clients across business structuring, asset protection, and estate planning
• Translate complex strategies into clear, actionable direction
• Guide clients through implementation alongside internal teams

Wealth Architecture

• Design and refine entity, trust, and estate structures
• Evaluate and optimize existing client frameworks for efficiency and scalability
• Align legal, tax, and financial strategies into cohesive plans

Collaboration & Execution

• Partner with internal teams across Tax, CFO, and Implementation
• Coordinate with outside counsel and financial professionals
• Ensure strategies are executed accurately and at a high standard

Thought Leadership

• Contribute to internal frameworks, client education, and workshops
• Support development of intellectual property and client-facing materials

What We’re Looking For

• Strong background in tax strategy, estate planning, or business structuring
• Ability to operate at a high strategic level while maintaining attention to detail
• Experience working with entrepreneurs, business owners, or high-income clients
• Clear and confident communicator who can simplify complex concepts
• High ownership, accountability, and execution standards

Requirements

• Juris Doctor (JD) or a recognized wealth management designation (e.g., CFP, CPA, CFO, or similar)
• Proven experience in tax, estate, or business structuring strategy
• Experience advising entrepreneurs, business owners, or high-net-worth clients
• Strong strategic thinking with the ability to translate complexity into clear direction
• High ownership, attention to detail, and execution standards

Role Details

• Full-time, remote
• Minimum 40 hours per week, with flexibility required based on business needs
• Occasional travel for events, masterminds, and client engagements
• Must maintain a professional, client-ready remote environment

Compensation & Benefits

• Competitive base salary + performance-based bonus structure
• Participation in company-wide profitability and discretionary bonus pools
• Health, dental, and vision benefits
• Long-term growth opportunity within a rapidly scaling organization

Why Uplevel

You will not just be advising clients.

You will be helping design the structures that shape how wealth is built, protected, and transferred across generations.

If you are looking to operate at a high level, work alongside serious operators, and play a key role in building something meaningful, this is that opportunity.

Company Description

At Uplevel By Design, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Company Description

At Uplevel By Design, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.