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UHNW Wealth Architect & Estate Strategy
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-31
Listing for:
NewEdge Advisors
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aligned Wealth is seeking a Wealth Strategist to join our team and serve as a trusted planning partner to UHNW clients. This role focuses on comprehensive wealth planning—cash flow, estate, tax, business succession, and philanthropic strategy—while acting as a technical resource for the advisory team.
The ideal candidate will bring deep estate and wealth transfer planning expertise, strong technical planning skills, and the client-facing polish to translate complex strategies into clear,
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