Wealth Strategist

Judson Group; Carmel (IN); On-site; USD 80,000 - 100,000; Full time

Job summary

Judson Group is seeking a Wealth Strategist for a prestigious $20B+ MFO. In this role, you'll be the estate planning authority for ultra-wealthy clients, crafting complex strategies and contributing to thought leadership in estate planning. The role requires hands-on experience, strong analytical skills, and advanced credentials, offering a competitive salary plus opportunities for growth.

Qualifications

• 3+ years of hands-on estate planning experience preferred.
• Advanced credentials like CFP, CPA, CPWA, CIMA, or JD highly favored.
• Ability to communicate complex concepts clearly.

Responsibilities

• Serve as technical expert on estate, trust, and wealth transfer planning.
• Partner with advisors and clients to provide strategic insight.
• Create educational materials on wealth planning topics.

Skills

Estate planning

Wealth strategy

Analytical skills

Communication

Education

CFP

CPA

CPWA

CIMA

JD

Job description

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Judson Group has partnered with a nationally respected $20B+ MFO in the search for a Wealth Strategist — a critical role within the firm’s Family Office Services Group. This is more than just a job; it’s a chance to be the go-to estate planning authority for clients.

You’ll collaborate with elite advisors, craft complex multi-generational strategies, and serve as a key driver of the firm’s estate planning thought leadership. If you’re passionate about building legacies, navigating nuanced tax and trust structures, and working with top-tier clients — this is the opportunity you’ve been waiting for.

Why You’ll Love This Role:

• Be the estate planning expert in the room — shaping strategy at the highest level for ultra-wealthy families and next-generation leaders.
• No two days are the same. You’ll tackle everything from trust design and GST planning to philanthropic strategies and advanced tax mitigation.
• Work with a prestigious, growing firm that blends deep expertise with an agile, forward-thinking mindset.
• Write. Speak. Advise. Build your reputation as an industry expert, contributing to the firm’s voice in estate planning.
• Enjoy a fast-paced environment where your knowledge is valued, your ideas are heard, and your contributions directly influence client outcomes.

What You’ll Be Doing:

• Serve as the firm's technical expert on estate, trust, and wealth transfer planning strategies.
• Partner with advisors and clients in meetings to provide deep expertise and strategic insight.
• Create and deliver educational materials and thought leadership on tax, estate, and generational wealth planning topics.
• Stay ahead of evolving laws, regulations, and planning techniques — and translate that knowledge into actionable strategies.
• Help guide and shape the firm’s approach to family office-level service and intergenerational planning.

What We’re Looking For:

• 3+ years of hands-on estate planning experience (tax and wealth strategy experience strongly preferred).
• A passion for working with UHNW individuals and multi-generational families.
• Advanced credentials such as CFP, CPA, CPWA, CIMA, or JD highly preferred.
• The ability to simplify the complex, communicate with clarity, and think both strategically and tactically.
• Strong analytical chops, meticulous attention to detail, and a calm presence under pressure.
• A competitive base salary plus bonus.
• A career path that offers growth, influence, and recognition in one of the most respected firms in wealth management.

Location: Carmel, Indiana/Grand Rapids, Michigan

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Banking, and Investment Management

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