Advanced Wealth Strategist - Wealth Management

Responsibilities

• Work closely with Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.
• Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients, typically with at least $25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.
• Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.
• Participate in Family Office Services strategy discussions and internal client planning meetings.
• Lead and support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.
• Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.
• Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.
• Be available for in-person client, prospect, and firm initiatives as needed.
• Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.
• Perform additional related duties as needed to support business development, client retention, and firm growth objectives.

Qualifications

• CFP Designation and at least one additional designation/area of specialty are required
• Minimum 10 years client-facing experience in financial services or related field
• Bachelor’s degree required from an accredited university
• Advanced Degree or licensing is a plus
• Demonstrated knowledge of real estate, business, and estate planning documents
• Proficient knowledge in eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
• Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
• Strong organizational and administrative skills
• Efficient and effective written and oral communication skills
• Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
• Reliable, client-focused, and known for exceptional follow-through
• Positive, self-motivated, and guided by sound ethical judgment
• Excellent interpersonal skills, including flexibility, tact, and diplomacy
• Ability to maintain confidentiality of highly sensitive information

Pay

Compensation: Our base pay $160,000.00 - $183,000.00 (per year)