Wealth Strategist

Landing Point; Boston (MA); On-site; USD 125,000 - 200,000; Full time

Job summary

Landing Point in Boston seeks a Wealth Strategist to develop wealth planning strategies for high-net-worth clients, coordinating with attorneys, accountants, and the Private Client team.

The role requires 5+ years in financial planning and strong estate planning knowledge. CFP or related credentials are preferred. You will advise, create client-focused materials, and represent the firm to external audiences.

Qualifications

• 5+ years of experience in financial planning, trust, tax & estate planning.
• Bachelor's Degree required
• CFP®, AEP®, J.D., LL.M, MST, CTFA strongly preferred
• Experience in understanding estate structures and related legal documents
• Experience with RightCapital preferred

Responsibilities

• Develop, consult on, and implement recommendations alongside attorneys & accountants for clients' complex planning needs
• Collaborate with the Private Client team on client engagement and new business opportunities
• Conduct in-depth analysis on existing estate planning strategies and provide personalized recommendations
• Partner with third-party advisors and vendor partners to develop solutions for new client offerings
• Assist in creating marketing content, including website articles, client materials, presentations, and webinars
• Stay current with regulatory changes and provide updates as a subject matter expert to the Private Client team
• Attend client meetings to provide expert advice and support
• Represent the firm to external audiences regarding planning capabilities
• Provide proactive, superior client engagement for clients and prospects

Skills

Estate planning knowledge

Client advisory

Regulatory awareness

Education

Bachelor's degree

CFP

AEP

J.D.

LL.M

MST

CTFA

Tools

RightCapital

Job description

Company Overview:

A leading financial services firm specializing in wealth management is seeking a Wealth Strategist to join their Sales & Marketing team. The role focuses on developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients.

Job Responsibilities:

• Develop, consult on, and implement recommendations alongside attorneys & accountants for clients' complex planning needs
• Collaborate with the Private Client team on client engagement and new business opportunities
• Conduct in-depth analysis on existing estate planning strategies and provide personalized recommendations
• Partner with third-party advisors and vendor partners to develop solutions for new client offerings
• Assist in creating marketing content, including website articles, client materials, presentations, and webinars
• Stay current with regulatory changes and provide updates as a subject matter expert to the Private Client team
• Attend client meetings to provide expert advice and support
• Represent the firm to external audiences regarding planning capabilities
• Provide proactive, superior client engagement for clients and prospects

Qualifications:

• 5+ years of experience in financial planning, trust, tax & estate planning
• Bachelor's Degree required
• CFP®, AEP®, J.D., LL.M, MST, CTFA strongly preferred
• Experience in understanding estate structures and related legal documents
• Experience with RightCapital preferred

Compensation:

Salary: $125,000 - $200,000, Plus Bonus