Senior Wealth Strategist (Wealth Management)

Location: Hybrid schedule with four days per week in the office; Paramus, New Jersey, Northern New Jersey, Long Island, New York, or the Baltimore/Washington, DC area.

Salary: $170,500–$284,100 annual (USD).

Company

Wealth management services for successful families, entrepreneurs, and business owners focused on preserving, protecting, and transferring wealth across generations.

What you will do

• Advise ultra-high-net-worth families, business owners, and multigenerational households with approximately $10 million to $50 million or more in net worth.
• Develop and implement estate, trust, tax, wealth transfer, business succession, and asset protection strategies.
• Review existing estate planning structures and identify opportunities to improve wealth preservation and transfer outcomes.
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs on integrated planning solutions.
• Provide technical guidance on fiduciary, trust, estate, and wealth transition matters, including research and thought leadership content.
• Manage ongoing planning relationships for approximately 50 affluent families and participate in client seminars and professional advisor programs.

Requirements

• Bachelor’s degree and at least seven years of relevant industry experience; alternatively, at least 11 years of combined higher education and work experience.
• Experience working with high-net-worth and ultra-high-net-worth individuals, families, and closely held business owners.
• Strong knowledge of estate planning, trust and fiduciary services, wealth transfer, taxation, and asset protection planning.
• Ability to translate complex technical concepts into practical advice and actionable client solutions.
• Strong project management, written, verbal, and relationship-management skills.
• Ability to work in a hybrid schedule with four days per week in the office.

Nice to have

• JD, LLM, MBA, or another master’s degree.
• Admission to a state bar association or CPA certification focused on federal taxation or estate planning.
• At least 10 years of wealth management and high-net-worth planning experience.
• At least five years of successful external business development experience.
• Experience with clients and business owners holding $20 million or more in net worth, including consultative selling and trust administration.

Culture & Benefits

• Collaborative work with a nationally recognized team of planning professionals.
• Integrated partnership across wealth management, trust, investment, legal, and tax disciplines.
• Market-informed and competitive compensation.