Wealth Strategist, CPA/JD

Leah Yosef International; United States; On-site; USD 350,000; Full time

Job summary

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to manage a portfolio of ultra-high net worth clients. The role involves designing complex estate and tax planning strategies, collaborating with internal teams, and provides a competitive compensation package over $350,000. Candidates should have extensive experience in estate planning within legal or financial services, with a strong focus on client relationship management. Opportunities for equity are available after the first year.

Qualifications

• Experience with ultra-high net worth clients is essential.
• Strong knowledge in tax planning and estate law.
• Ability to collaborate effectively in a team environment.

Responsibilities

• Manage and develop relationships with ultra-high net worth clients.
• Design complex estate and tax planning strategies.
• Collaborate with investment and operations teams.

Skills

Estate planning expertise

Tax planning knowledge

Client relationship management

Job description

Overview

Dynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M+ level clientele), partnering directly with the founder in an ensemble practice.

Highlights

• Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate and tax planning strategies
• Work in tandem with the Internal Investment Team and Operations support team to develop and deliver best-in-class financial planning advice, investment planning, and client services in a fast-paced, collegial culture
• 350,000+ compensation package
• Clear track to equity after year one

Requirements

• Experience designing and presenting estate and/or tax planning for ultra-high net worth within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi-Family Office

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance, Business Development, and Strategy/Planning

Industries

• Financial Services, Law Practice, and Accounting