Wealth Strategist (CT, Stamford)

NewEdge Capital Group; Stamford (CT); On-site; USD 150,000 - 190,000; Full time

Job summary

NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum of 7 years of relevant experience.

Located in Stamford, CT, this mid-level position offers a competitive salary ranging from $150,000 to $190,000 based on experience.

Qualifications

• Minimum 7 years of experience in comprehensive wealth planning.
• Experience preparing and presenting client-ready financial plans for UHNW clients.
• Demonstrated ability to manage multiple active engagements.

Responsibilities

• Prepare comprehensive wealth strategy reviews for high-net-worth clients.
• Analyze and illustrate key-person planning and business succession strategies.
• Develop philanthropic strategies and assist clients in charitable giving.

Skills

Strong analytical skills

Verbal communication

Written communication

Detail-oriented

Financial modeling

Education

Bachelor's degree

CFP designation

Advanced degree (J.D., LL.M., M.T., or MBA)

Tools

eMoney Advisor

Microsoft Excel

Salesforce

Job description

The Wealth Strategist plays a central role within the NewEdge Wealth Strategy serving as a centralized resource for high-net-worth clients. This mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy.

Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex client matters, and serve as a technical resource for appropriate. This role requires a practitioner who is as comfortable in a client-facing meeting as in the mechanics of eMoney or a complex estate planning scenario.

Location: Stamford, CT or New York, NY

Responsiblities and Duties:

Cash Flow & Liquidity Planning

• Build and maintain comprehensive plans using eMoney Advisor, serving as the team’s primary power user for the platform.
• Develop detailed cash flow models for UHNW clients.
• Coordinate modeling with investment team.
• Maintain and update plans on an ongoing basis as client circumstances change.
• Review and interpret estate planning documents including revocable and irrevocable trusts, wills, powers of attorney, and healthcare directives.
• Develop estate planning analyses illustrating wealth transfer strategies, including GRATs, SLATs, IDGTs, QPRTs, and family limited partnerships.
• Coordinate with outside estate planning counsel to support plan implementation and document execution.
• Summarize complex estate structures into client ready formats.

Business Succession Planning

• Analyze and illustrate key-person planning, buy-sell agreements, deferred compensation structures, and exit planning strategies.
• Coordinate with M&A advisors, CPAs, and legal counsel in support of liquidity events.

Philanthropic Planning

• Develop philanthropic strategies including donor‑advised funds, charitable remainder trusts, charitable lead trusts, and private foundations.
• Quantify tax and wealth transfer benefits of charitable strategies within the broader plan.
• Assist clients in articulating and implementing a cohesive charitable giving philosophy.

Client Engagement

• Participate in client‑facing meetings and present planning analyses in a clear and compelling manner.
• Collaborate with investment, and other specialists across the firm to deliver integrated advice.

Core Competencies:

• Strong analytical and quantitative skills with an ability to translate complex planning concepts into clear client narratives.
• Exceptional written and verbal communication; ability to present comfortably in both advisor and client settings.
• High degree of intellectual curiosity and staying current on evolving tax law, estate planning techniques, and financial planning best practices.
• Organized, detail‑oriented, and capable of managing multiple active engagements concurrently.
• Collaborative mindset with a strong sense of professional accountability.

Qualifications:

• Bachelor’s degree required; advanced degree (J.D., LL.M., M.T., or MBA) a strong plus.
• CFP designation required; two or more credentials preferred.
• Minimum 7 years of experience in comprehensive wealth planning.
• Background in a family office, RIA, private bank, or multi‑family office environment strongly preferred.
• Demonstrated experience preparing and presenting client‑ready financial plans for UHNW clients.
• Exposure to complex planning across estate, tax, insurance, and business owner contexts required.
• Deep proficiency in eMoney Advisor required; ability to build complex multi‑account plans, run detailed cash flow projections, and leverage advanced planning modules.
• Strong command of Microsoft Office, particularly Excel for financial modeling.
• Familiarity with document management systems and CRM platforms (Salesforce preferred).

Salary: $150,000 – $190,000, based on experience