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UHNW Wealth Transfer Strategist
Job in
Sandy Springs, Fulton County, Georgia, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Dormont Manufacturing Co is looking for a Private Wealth Strategist to join their Strategic Wealth Advisory Group in Georgia. This role will focus on developing wealth transfer strategies for ultra-high net worth families, working closely with Merrill advisors to align financial strategies with client goals.
The ideal candidate will have at least 7 years of experience in private law practice, a strong understanding of transfer taxation, and a law degree. This position offers a dynamic work environment with a focus on client relationships.
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