UHNW Wealth Strategy Leader; Remote
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-06-19
New York, New York County, New York, 10261, USA
Listing for:
Beacon Pointe
Full Time, Remote/Work from Home
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
Beacon Pointe in New York seeks a Senior Family Wealth Strategist to provide tailored estate and wealth planning solutions for ultra-high-net-worth clients. The role requires 10+ years of experience in trust and estate planning, along with a J.D. and strong interpersonal skills. You will lead engagements collaboratively with advisors and clients to identify planning opportunities and convey complex strategies effectively.
This position offers flexible work arrangements, allowing for hybrid or fully remote opportunities. Join our dedicated team and make a significant impact in wealth management.
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