Wealth Strategist

Overview

Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Experience level:
Senior. Salary range: $150,000 - $175,000 per year.

• Lead client relationships and provide tailored wealth management services as part of a holistic approach (investment management, tax strategy, estate planning, and financial planning).
• Collaborate with internal specialists to deliver comprehensive, client-centric solutions for a select group of families.

• 3+ years of work experience (preferably with an RIA).
• CFP designation.

We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families.

We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally.

• Meaningful Work
• Competitive Base Salary
• Competitive Bonus and Options Package
• Complete Benefits Package
• Flexible Work Schedules
• Accelerated Career Growth
• Fun Company Activities