Wealth Strategist

POSITION SUMMARY

The Wealth Strategist prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to address complex objectives for high-net-worth clients. This role acts as subject‑matter resource for internal teams, providing specialized expertise, planning tools and guidance to enhance client-focused wealth planning strategies. The position is focused on technical support for our internal team and does not have business development responsibilities.

• 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 Navi Plan, Microsoft Excel, and other tools.
• Collaborate with internal teams to understand objectives, incorporate insights, and deliver high‑quality planning recommendations.

• 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.

• Develop and maintain planning templates, reports, and analyses.
• Contribute to internal technical content, training materials, and educational resources.

• Handle administrative tasks, attend internal meetings, and participate in ongoing training.
• Perform additional responsibilities as needed to support the firm and client teams.

• Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
• 4 to 8 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 Navi Plan 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.

• 100% Onsite
• Limited travel as business needs necessitate
• Long periods of sitting utilizing a computer