Overview
A financial services organization is seeking a Senior Wealth Strategist – Advanced Planning to join their Wealth Solutions team. This role involves working closely with advisors and their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to deliver sophisticated wealth planning solutions. The position also includes mentoring and coaching a team of advanced planners.
Responsibilities
- Provide unbiased, customized wealth planning guidance to advisors and their HNW/UHNW clients with $30M+ in assets
- Engage directly in complex client cases involving estate planning, tax mitigation, wealth transfer, business succession, and multi-generational strategies
- Serve as a senior resource for advisors managing sophisticated planning scenarios and unique client needs
- Collaborate with advisors to support new and existing client opportunities and deepen relationships
- Advocate for and model effective use of the organization’s Wealth Solutions and Advanced Planning engagement framework
- Develop and present wealth strategies and advisory materials to support decision-making
- Communicate complex planning concepts clearly and practically to advisors and clients
- Coach and mentor senior financial planners through real-time casework, feedback, and shared client engagements
- Ensure consistency and quality in planning deliverables, tools, and processes across the team
- Partner with Product, Sales, and Technology teams by providing advisor- and client-informed feedback to enhance planning solutions
- Utilize planning technology and analytics to deliver engaging, insight-driven client experiences
- Train and enable advisors to confidently lead technology-enabled wealth strategy conversations
- Minimal travel required
Requirements
- 10+ years of experience in advanced financial planning and HNW/UHNW client engagements
- Active CFP® certification required
- Bachelor’s degree required; advanced degree strongly preferred (CPA, JD, MST, MBA)
- Deep expertise in estate planning, tax planning, wealth transfer, and business transition strategies
- Proficiency with financial planning tools such as eMoney, MoneyGuidePro, Holistiplan, and CRM platforms like Salesforce
- Proven ability to collaborate with professional advisors including CPAs, estate planning attorneys, and transaction attorneys
- Strong presentation and communication skills in both one-on-one and group settings
- Ability to coach advisors and planners through complex cases while remaining hands-on with clients
- Comfortable balancing execution, mentorship, and collaboration in a fast-paced environment
Compensation & Benefits
- Base salary range: $175,000 - $210,000
- Eligible for an annual Variable Incentive Plan with a target of up to 30%, based on company and individual performance
- Benefits include:
- Flexible time off and sick leave
- 401(k) plan with 6% employer match
- Medical, dental, and vision insurance options (HDHP or PPO)
- Health Savings Account (HSA) with employer contribution (for HDHP)
- Volunteer time off
- Career development and recognition programs
- Fitness reimbursement
- Hybrid work schedule
Location & Eligibility
- Candidates must be legally authorized to work in the United States; visa sponsorship is not available for this position.
This role offers an opportunity to influence the strategic direction and delivery of comprehensive financial and estate planning strategies for affluent clients while mentoring a team of advanced planners in a collaborative environment.