Wealth Strategist

Legacyadvice; Plymouth Township (Montgomery County); On-site; USD 90,000 - 170,000; Full time

Job summary

An established wealth management firm is seeking a Wealth Strategist to join their collaborative Wealth Planning Group. This role offers the chance to engage in sophisticated financial planning for ultra-high-net-worth clients, focusing on business succession and charitable strategies. The ideal candidate will have extensive experience in financial modeling, strong analytical skills, and the ability to communicate complex financial concepts clearly. This position is perfect for those who thrive in a dynamic environment and are committed to delivering exceptional client service while fostering professional growth within a stable and respected firm.

Qualifications

• 10+ years of experience in financial planning focused on UHNW clients.
• Deep knowledge of tax, estate, retirement, and philanthropic planning.

Responsibilities

• Enhance client deliverables like balance sheets and cash flows.
• Collaborate with accountants and attorneys for integrated advice.
• Help clients achieve philanthropic goals through tax-efficient techniques.

Skills

Financial Planning

Analytical Skills

Communication Skills

Problem-Solving

Interpersonal Skills

Education

Bachelor’s degree in Finance or Accounting

Master’s degree in Finance or Taxation

CFP or CPA certification

Tools

Excel

Job description

Position Summary: The Wealth Strategist’s primary responsibilities will be to work collaboratively within our Wealth Planning Group alongside internal subject matter experts and client-facing teams to deliver comprehensive wealth planning, business succession, and charitable planning strategies along with advice. This planning will incorporate sophisticated income tax, balance sheet, cash flow and estate tax concepts, with attention to every aspect of a client’s financial plan, including coordination with client’s investment portfolio. This is an excellent opportunity to practice sophisticated, multi-generational financial planning across a unique client base. A successful applicant will bring expertise in financial modeling that covers a wide variety of topics including business succession, exit planning, asset acquisition and philanthropic planning.

Position Responsibilities:

1. Enhance and generate client deliverables such as pro forma balance sheets, cash flows, estate flows, asset acquisition analysis, and other analyses or illustrations related to specific financial decision making.
2. Closely collaborate with internal and external partners to deliver integrated advice (Accountants, attorneys, and other trusted advisors).
3. Develop relationships with centers of influence to remain current on topics and trends and to foster valuable connections.
4. Provide forward-thinking financial planning recommendations.
5. Review and interpret complex client plans, business structures, and tax returns.
6. Help clients achieve their philanthropic goals through tax-efficient giving techniques and legacy planning.
7. Coordinate investment portfolio planning with holistic financial planning.
8. Identify new technologies and utilize them to communicate concepts and design plans.
9. Serve as a trusted partner to help clients navigate complexities in pursuit of their objectives.

Minimum Qualifications:

1. Bachelor’s degree in Finance, Accounting, or a related field; CFP, CPA, or equivalent certification preferred.
2. Master’s degree in Finance, Taxation or a related field a plus.
3. 10+ years of experience in financial planning with a focus on UHNW clients.
4. Deep knowledge of holistic lifetime planning; tax, estate, retirement and philanthropic planning.
5. High proficiency in Excel and experience in building financial models is required.
6. Excellent interpersonal and communication skills, with the ability to convey complex financial concepts clearly.
7. Strong analytical and problem-solving skills.
8. A high degree of organization, accuracy, and attention to detail.

Core Values:

• Client First
• Work Hard
• Respect
• Always Do the Right Thing

We are seeking individuals who are committed to long-term success with a growing company that values stability and professional growth.

About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.