POSITION SUMMARYThe
Wealth Strategist prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies.
DUTIES & RESPONSIBILITIESWealth Planning & Analysis- Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials.
- Review and analyze estate planning documents to identify opportunities and support client objectives.
- Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools.
- Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations.
Internal Technical Resource- Provide technical guidance to client teams during planning and meeting preparation.
- Review work from associates and integrate feedback from Managing Directors and Client Service Teams.
- Research and respond to estate and financial planning questions.
- Stay current on tax, legislative, and industry developments.
Tools, Templates & Education- Develop and maintain planning templates, reports, and analyses.
- Contribute to internal technical content, training materials, and educational resources.
Administrative, Professional Development & Other Duties- Handle administrative tasks, attend internal meetings, and participate in ongoing training.
- Perform additional responsibilities as needed to support the firm and client teams.
QUALIFICATIONS
- Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
- 5+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required.
- Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns.
- Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred.
- Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
- Demonstrated professionalism, discretion, and respect for confidential matters.
- Positive, collaborative mindset with a strong work ethic.
WORKING CONDITIONS- 100% Onsite
- Limited travel as business needs necessitate
- Long periods of sitting utilizing a computer
