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Senior Estate Strategist UHNW Wealth & Planning
Job in
Elizabeth, Union County, New Jersey, 07215, USA
Listed on 2026-07-01
Listing for:
OnePoint BFG Wealth Partners
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating with a multidisciplinary team.
The ideal candidate will have over 8 years of relevant experience and a strong understanding of taxation and trust structures. Join a firm recognized for its collaborative culture and competitive rewards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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