Senior Wealth Strategist

Responsibilities

• Partner with Wealth Management Advisors (WMAs) and the broader Private Bank team to deliver comprehensive wealth strategies and participate in client meetings.
• Develop a detailed understanding of client financial profiles, including net worth, cash flow, ownership structures, estate plans, and charitable goals.
• Lead the development of customized wealth strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines.
• Identify planning opportunities, research complex strategies, and review financial modeling prepared by analysts to assess potential outcomes.
• Career Development: Coach and mentor Wealth Strategy Analysts and Wealth Strategists to support skill development and career growth.
• Build referral relationships with internal partners and external centers of influence such as attorneys and CPAs.
• Contribute to internal and external thought leadership and maintain knowledge of legislative, regulatory, and market developments.
• Operate within the Bank’s risk framework and ensure adherence to policies and procedures while acting in the best interests of clients and colleagues.
• Perform other duties as assigned, adapting to shifting priorities to support team and organizational objectives.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in financial, estate, or wealth planning within a professional services or wealth management environment.

Skills

• Advanced degree of proficiency in wealth strategy expertise, client advisory skills, relationship management, analytical thinking, business development support, professional credentials, strategic thinking, leadership & coaching, influence & communication, industry & regulatory awareness.

Benefits

Total Base Pay Range: $121,900.00 - $262,100.00 USD per year.

Incentive Compensation Plan: Eligible to participate, payment based upon company, line of business and/or individual performance.

Benefits: Comprehensive programs designed to support physical, financial, emotional and social well-being.

Location: Los Angeles, California 90017.