Wealth Strategist Princeton, NJ

Conduct comprehensive wealth planning for high-net-worth clients, including portfolio construction, asset allocation, and tax-efficient strategies. Manage client relationships through regular reviews and quarterly meetings to align investment approaches with evolving financial goals. Provide advisory services on estate planning, philanthropy, and succession strategies while maintaining compliance with regulatory standards. Full-time role in Princeton, NJ with potential remote work in Bethesda, MD. Requires advanced degree in finance, economics, or related field, plus CPA or CFP designation preferred.