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Senior Wealth Strategist

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New job

NPA WorldWide

2024-09-26 23:37:05

Job location West Palm Beach, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job description:

UHNW Trust Company seeks Senior Wealth Strategist to counsel clients (25 mm+ range)

Extensive client interaction, emphasizing advanced Trust Planning, Fiduciary Services, and Strategic Wealth Planning to drive company growth

  • Extensive client contact; Serve as a trusted advisor to UHNW individuals, families, and organizations while focusing on sophisticated estate planning
  • Expert in tax strategy and optimizing complex trust structures
  • Work with founders to help foster and close new business relationships
  • Proven success in cultivating relationships and acting as a trusted advisor to UHNW individuals, families, and entities
  • Requires highly technical expertise and strong client-facing skills
  • Hands on focus with the ability to recruit and train a highly capable team, cultivating a culture of professionalism, trust, and client-centered service
  • 5+ years' experience; CPA or JD required
  • Competitive salary, performance-based bonuses, and equity

The role is located in West Palm Beach, Florida. We highly encourage candidates ready to relocate to apply.

Qualifications:

  • Proven success in cultivating relationships and acting as a trusted advisor to UHNW individuals, families, and entities
  • Requires highly technical expertise and strong client-facing skills
  • Hands on focus with the ability to recruit and train a highly capable team, cultivating a culture of professionalism, trust, and client-centered service
  • 5+ years' experience; CPA or JD required
Why is This a Great Opportunity:

  • Competitive salary, performance-based bonuses, and equity

The role is located in West Palm Beach, Florida. We highly encourage candidates ready to relocate to apply.

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