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UHNW Family Wealth Strategist — Estate & Tax Lead; Remote
Remote / Online - Candidates ideally in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-05-05
Newport Beach, Orange County, California, 92659, USA
Listing for:
Beacon Pointe
Full Time, Remote/Work from Home
position Listed on 2026-05-05
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Beacon Pointe in Newport Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will have a J.D. and a minimum of 10 years' experience in tax and estate planning, particularly with clients worth $30M or more. Responsibilities include leading client engagements, assessing financial documents, and educating heirs in family governance.
The position allows for hybrid or remote work arrangements.
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