Senior Wealth Strategist

Job Overview

Plan, implement, and monitor the lifecycle of assets. Ensure that assets are properly acquired, maintained, utilized, and disposed of. Analyze the performance, risks, and costs of the assets and recommend improvements or replacements when needed.

• Work with clients primarily in the $5‑$15 million investable assets spectrum to deliver customized solutions in multiple wealth–planning areas based on their goals and objectives.
• Act as subject‑matter expert for Advisors on financial planning and financial‑planning software, social‑security issues, deferred compensation plans, Roth conversions, and other complex financial‑planning topics.
• Create client‑facing, custom‑designed outputs and develop comprehensible explanations of sophisticated wealth‑planning strategies for U/HNW clients.
• Clearly communicate complex financial‑planning concepts, estate, wealth transfer, and liquidity event strategies, including tax implications, family dynamics, and other risks.
• Identify, pursue, and present solutions aligned with the best interests of the client.
• Participate in client meetings and work within a team environment to deliver integrated planning services.
• Ensure enterprise‑wide consistency by working across internal teams on process, communication, and deliverables.
• Develop integrated estate and financial plans for U/HNW clients through partnership with colleagues and Advisors.
• Keep abreast of legislative and tax changes.
• Participate in the sales process to grow revenue by calling on clients with colleagues and Advisors.
• Cultivate and maintain relationships with Advisors directly and in partnership with colleagues.
• Participate in client and community events and present at company‑sponsored events regarding relevant and timely wealth‑planning issues.
• Partner with Marketing in the content creation process for both large and small audiences to attract high‑and ultra‑high net‑worth clients.
• Coach and mentor colleagues on different wealth‑planning topics.

• Demonstrable expertise in multiple areas, including estate planning and wealth transfer, liquidity event planning, transfer tax planning, asset protection planning, strategic tax management, and retirement funding.
• Current on innovative wealth‑planning solutions, including the use of advanced planning techniques.
• Outstanding presentation, written, and verbal communication skills.
• Outstanding Word, Excel, and PowerPoint creation abilities.
• Minimum 10 years of experience within a banking, RIA, or wire‑house culture.
• Minimum 10 years of direct financial planning, estate planning, and liquidity event exit planning.
• CFP, CPA, or JD required.
• Additional advanced degrees or certifications (e.g., MBA, CEPA, CIMA, CTFA) preferred.

This role includes significant travel. The successful candidate should anticipate two weeks of travel per month and travel to the company headquarters in Philadelphia, PA on a quarterly basis.

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave);

and parental leave.

The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.