Senior UHNW Wealth Strategy Lead
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-06
Listing for:
NFP Corp
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
-
Law/Legal
Job Description & How to Apply Below
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include providing strategic guidance, collaborating with clients and their Advisors, and drafting alerts on estate and tax issues. The position offers a competitive salary range of $210,000 – $280,000 along with benefits including PTO and 401(k) with match.
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Position Requirements
10+ Years
work experience
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