Wealth Strategist

NewEdge Capital Group LLC; Miami (FL); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Health

Dental

Vision

Short-term disability

Long-term disability

Life insurance

PTO

401(k) match

Job summary

Aligned Wealth is seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted planning partner to advisors working with ultra-high-net-worth clients.

This role centers on comprehensive wealth planning—cash flow, estate, tax, business succession, and philanthropic strategy—while acting as a technical resource and eMoney power user for the advisory team.

Qualifications

• Expertise in estate and wealth transfer planning (GRATs, SLATs, IDGTs) and related advanced strategies.
• Proficient with eMoney to build, troubleshoot, and optimize complex financial plans.
• Excellent client-facing communication and ability to translate complex strategies clearly.

Responsibilities

• Develop comprehensive wealth plans covering cash flow, estate, tax, succession, and philanthropy for UHNW clients.
• Model and explain advanced estate and wealth transfer strategies to clients and advisors.
• Serve as the team’s technical resource on planning topics and regulatory developments.
• Collaborate with internal investment, tax, and legal resources for coordinated planning.

Skills

Estate planning

eMoney proficiency

Client-facing communication

Cash flow planning

Tax planning

Collaboration

Project management

Education

JD or CPA or CTFA (preferred)

Advanced degree in related field

Tools

eMoney

Job description

Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through tailored strategies, cutting-edge technology, and holistic integration, Aligned Wealth ensures every financial decision works toward a family’s mission and long-term legacy. The team operates on a fixed-fee partnership model, offering complete customization across custody, investments, wealth management, legal, and tax matters, along with expanded access to alternative investments and concierge-level administrative services.

Job Summary:

We are seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted planning partner to advisors working with sophisticated ultra-high-net-worth (UHNW) clients. This role centers on comprehensive wealth planning — spanning cash flow, estate, tax, business succession, and philanthropic strategy — while also acting as a technical resource and eMoney power user for the Aligned Wealth advisory team. The ideal candidate brings deep estate and wealth transfer planning expertise, strong technical planning skills, and the client-facing polish to translate complex strategies into clear, actionable guidance.

Responsibilities and Duties:

• Develop and deliver comprehensive wealth plans covering cash flow modeling, estate planning, tax planning, business succession, and philanthropic strategy for UHNW clients.
• Design, model, and clearly explain advanced estate and wealth transfer strategies, including GRATs, SLATs, IDGTs, and other sophisticated planning structures.
• Serve as the team’s eMoney power user, building and maintaining sophisticated financial planning models and ensuring plans reflect each client’s full financial picture.
• Partner directly with Aligned Wealth advisors to identify planning opportunities, prepare client-ready materials, and support client meetings with clear, well-organized analysis.
• Act as a technical resource for the Aligned Wealth advisory team on complex planning topics, staying current on relevant tax law, estate planning techniques, and regulatory developments.
• Translate complex, technical planning concepts into language that is clear, accessible, and actionable for clients and their other advisors (attorneys, CPAs, etc.).
• Collaborate with internal investment, tax, and legal resources to deliver a coordinated, holistic planning experience aligned with each family’s mission and values.
• Maintain accurate, well-documented client planning files and ensure adherence to firm planning standards and compliance requirements.

Qualifications:

Required

• Demonstrated expertise in estate and wealth transfer planning, including GRATs, SLATs, IDGTs, and related advanced strategies.
• Strong proficiency with eMoney, with the ability to build, troubleshoot, and optimize complex financial plans.
• Excellent client-facing communication skills, with the ability to present sophisticated strategies clearly and confidently.
• Solid understanding of cash flow planning, tax planning, and business succession concepts as they apply to UHNW clients.
• Strong analytical, organizational, and project management skills, with high attention to detail.
• A collaborative, team-oriented approach and enthusiasm for partnering closely with advisors.

Preferred

• Prior experience supporting UHNW or family office clients at an RIA, private bank, family office, or wealth management firm.
• Additional credentials such as JD, CPA, CTFA, or an advanced degree in a related field.
• Experience working alongside estate planning attorneys and tax professionals on integrated client strategies.

About the Organization

Who We Are:

NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $100 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer:

Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions.

• health
• dental
• vision
• short-term disability
• long-term disability
• life insurance
• PTO
• 401(k) match (after applicable waiting periods)

EOE Statement NewEdge Capital Group, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.