Wealth Strategy Director — UHNW Estate & Trust Planning

Boston Private; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Boston Private is seeking a Wealth Strategist in San Francisco to provide expert advice for high net worth clients with a focus on developing wealth planning strategies. The role involves collaborating with business development and implementing complex financial plans.

The ideal candidate should possess a bachelor’s degree, preferably a graduate degree, and have 10-15 years of experience in the field along with certifications like CFP® or CTFA. This role aims to enhance the client experience through comprehensive financial solutions.

Qualifications

• 10-15 years’ experience in trust and personal financial planning.
• Deep understanding of investments and estate planning.
• Ability to enhance Wealth Planning business.

Responsibilities

• Develop and implement financial plans for HNW/UHNW clients.
• Evaluate and recommend financial solutions.
• Collaborate with Business Development Officers and Client Advisors.

Skills

Interpersonal skills

Financial planning

Complex investments

Tax and Estate planning

Education

Bachelor’s degree

Graduate work including J.D. or similar

CFP® or CTFA certification

Job description

Boston Private is seeking a Wealth Strategist in San Francisco to provide expert advice for high net worth clients with a focus on developing wealth planning strategies. The role involves collaborating with business development and implementing complex financial plans.

The ideal candidate should possess a bachelor’s degree, preferably a graduate degree, and have 10-15 years of experience in the field along with certifications like CFP® or CTFA. This role aims to enhance the client experience through comprehensive financial solutions.