Job Details

Wealth Strategist - Wealth Management

Company name


Organization Type


Job Type


Years of Experience

3-5 yrs required


New York City, NY

Date Last Verified

Nov 27,2017

Posted on

Jan 31,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Wealth Strategist - Wealth Management Duties: Works with Senior Wealth Strategists and the Wealth Management Segments including Wealth Directors, Wealth Managers and other internal specialists in their work with clients and prospects, as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Wealth Transfer strategies and, Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, and technical expertise on IRA Accounts and related Retirement Planning strategies. Supporting Senior Wealth Strategists on our larger clients and prospects, $20MM and up total net worth or minimum opportunity size of $10mm, and as a primary strategist for the under $20mm. Incumbent will also be responsible for communicating updates to and educating the Wealth Management Segments on pertinent estate planning and tax changes and trends. May be called upon to represent the organization externally, speaking at client, COI and professional seminars.

Qualification and Experience

Qualifications: Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD Degree. 3-5 years progressive business experience at a law firm or in the financial services or related industry. Ability to communicate effectively with HNW clients, strong presentation and relationship management skills.

Additional info

Job Number:1607730

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