Senior Trust and Estate Strategist

OnePoint BFG Wealth Partners Parsippany, New Jersey, United States

At OnePoint BFG Wealth Partners
, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Sr.

Trust & Estate Strategist
.

The Senior Trust & Estate Strategist will provide expert guidance in complex estate planning, wealth transfer strategies, and trust structures for ultra-high-net-worth (UHNW) clients. This role requires advanced technical knowledge, strong independent judgment, and the ability to deliver customized planning solutions that support client goals. The Senior Strategist works closely with Advisors and other client-facing professionals, serving as a key resource for sophisticated planning needs while helping drive excellence across client experience.

• Lead estate planning discussions with UHNW clients and their families, focusing on multigenerational planning, charitable giving, and wealth transfer
• Analyze and interpret complex estate planning documents, such as GRATs, IDGTs, SLATs, CLTs, CRTs, private foundations, and family partnerships
• Collaborate with clients’ attorneys, CPAs, and other advisors to implement customized estate strategies
• Provide in-depth guidance on trust structuring, entity planning, and ownership frameworks for complex asset types
• Serve as a trusted technical resource within the firm, supporting Advisors and colleagues on advanced estate topics
• Review and design planning solutions in alignment with client values, goals, and tax efficiency
• Monitor changes in legislation, tax law, and planning strategies, and apply insights across client situations
• Assist in refining internal tools, processes, and workflows to improve the delivery of estate planning services
• Contribute to mentoring and knowledge-sharing among Trust & Estate Strategists and team members
• Support content development or firm initiatives that enhance our estate planning offering and client experience

• Bachelor’s degree from an accredited institution; JD; LL.M. in Taxation, CFP®, or equivalent advanced designation a bonus
• 8+ years of estate planning experience, including direct work with UHNW individuals
• Demonstrated ability to work independently and manage complex engagements from start to finish
• Strong communication skills with the ability to distill and present nuanced planning strategies clearly
• Proven track record of collaboration with multidisciplinary teams and outside professionals
• Advanced understanding of estate, gift, and GST taxation, charitable planning vehicles, and trust design

Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth
  :
  You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture
  :
  Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards
  :
  We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement
  :
  Benefit from continuous development opportunities and long-term career progression.