Wealth Planning Strategist
$10,000,000–$50,000,000 year
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Wealth Planning Strategist at an Independent Multi-Family Office to provide complex estate and tax planning and overall wealth management solutions to ultra high net worth clientele (10M-500M+). Responsibilities include serving as the Wealth Planning Strategist for UHNW clients, delivering sophisticated estate and tax planning, and implementing wealth-management strategies. The role emphasizes a track record of developing and promoting talent, opportunities for advancement, and a strong culture of independent thought and quality of life. Competitive base salary with profit and performance-based bonuses and excellent benefits are indicated.
Required Qualifications
- CFP or other advanced designation such as CPA, CFA level 2 or JD
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