Family Wealth Strategist

Job Summary

A company is looking for a Family Wealth Strategist.

Key Responsibilities:

• Serve as primary point of contact for UHNW families and internal/external referrals
• Develop and execute comprehensive sales and service strategies for UHNW families
• Lead internal team, engage senior leadership, and implement client strategy

Required Qualifications:

• Ten plus years of advisory experience with UHNW individuals and families
• Graduate degree in business or equivalent experience
• Depth of knowledge in tax, investments, and estate planning for UHNW families
• Recognition as a Trusted Advisor with high net worth individuals
• Preferred qualifications include JD, CPA, CFA, CFP, or Master's Degree