Senior Wealth Strategist: Estate & Trust Planning; Remote
Troy, Rensselaer County, New York, 12183, USA
Listed on 2026-11-05
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Finance & Banking
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Law/Legal
New England Legal Search seeks an experienced Senior Wealth Strategist to advise ultra-high-net-worth families on estate planning, financial planning, and tax considerations. The role involves crafting sophisticated estate plans and coordinating with clients and advisors in a primarily remote setting.
The ideal candidate has 7+ years of estate planning experience and a track record of delivering integrated planning solutions for complex wealth structures, with a focus on preserving capital and
We are looking to fill the Senior Wealth Strategist:
Estate & Trust Planning (Remote) position at New England Legal Search in New York, NY, United States.
This is a genuine opening to take on the Senior Wealth Strategist:
Estate & Trust Planning (Remote) role at New England Legal Search.
As a Senior Wealth Strategist:
Estate & Trust Planning (Remote), you will play an important part at New England Legal Search in New York, NY, United States.
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