Wealth Strategist
Focus Partners · Deerfield, IL · 1 mo ago
On-siteFinance$150k–$170k/yrFull-time
About the role
The Wealth Strategist is a senior planning professional dedicated to the firm’s most complex and ultra-high-net-worth (UHNW) client relationships. Financial planning is the foundation of Focus Partners Wealth, and this role delivers deep subject matter expertise where client circumstances demand sophisticated, multi-disciplinary planning.
Partnering closely with advisors and their teams, the Wealth Strategist develops, structures, and helps implement advanced financial plans with particular emphasis on sophisticated estate and wealth