Wealth Strategist

The Judson Group; Grand Rapids, Carmel (MI, IN); On-site; USD 90,000 - 130,000; Full time

Job summary

The Judson Group is seeking a Wealth Strategist to join their Family Office Services Group in Grand Rapids, Michigan. This role requires a passion for estate planning and the ability to provide high-level strategic insights to ultra-high-net-worth clients. You will be responsible for crafting complex multi-generational strategies and contributing thought leadership within a rapidly growing firm. The position promises a dynamic and engaging work environment, perfect for advisors eager to influence client outcomes.

Benefits

Competitive base salary plus bonus

Career growth opportunities

Influence and recognition within the firm

Qualifications

• 3+ years of hands-on estate planning experience preferred.
• Advanced credentials such as CFP, CPA.
• Strong analytical and strategic thinking abilities.

Responsibilities

• Serve as the firm’s technical expert on estate, trust, and wealth transfer planning strategies.
• Create and deliver educational materials on estate planning.
• Partner with clients to provide strategic insight.

Skills

Estate Planning

Tax Strategy

Wealth Management

Analytical Skills

Education

CFP, CPA, CPWA, CIMA, or JD

Job description

Wealth Strategist | Carmel, Indiana/Grand Rapids, Michigan

Reference Number: HRJ7729
Location: Carmel, Indiana/Grand Rapids, Michigan

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.

Reference Number: HRJ7729
Location: Carmel, Indiana/Grand Rapids, Michigan