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UHNW Wealth Strategy Advisor
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-04
Listing for:
NewEdge Capital Group
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
New Edge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and CFP are required, as well as a minimum of 7 years of relevant experience.
Located in Stamford, CT, this mid-level position offers a competitive salary ranging from $150,000 to $190,000 based on experience.
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