Associate Wealth Strategist is a key role in **MEMBERS ONLY**SIGN UP NOW***.'s Global Wealth Management division, responsible for providing sophisticated advice to our wealthiest clients on estate and financial planning issues. This role is available in multiple locations across the United States, including California, Florida, Illinois, and Texas.
Salary information:
• San Francisco, Los Angeles, Chicago: the salary range for this role is $135000 to $175000
Job Title:
• Associate Wealth Strategist
Experience:
• Minimum 3 years of experience in a financial, accounting, or law firm related to estate and financial planning
Salary Information:
• San Francisco, Los Angeles, Chicago: $135000 to $175000
Job Type:
• Full Time
Location:
• Austin, Chicago, Dallas, Houston, Los Angeles, Miami, San Francisco
Job Reference #:
• 310822BR
Company:
• **MEMBERS ONLY**SIGN UP NOW***.
Department:
• Advanced Planning Group
H1:
• Join Team **MEMBERS ONLY**SIGN UP NOW***. as an Associate Wealth Strategist
H2:
• Enhance Wealth Management with Advanced Estate and Financial Planning
Summary:
**MEMBERS ONLY**SIGN UP NOW***. is seeking an experienced estate tax professional to join our team as an Associate Wealth Strategist. In this role, you will partner with financial advisors to provide sophisticated advice to our wealthiest clients on estate and financial planning issues. This role is available in multiple locations across the United States, including California, Florida, Illinois, and Texas.
As part of the Advanced Planning group, you will be responsible for proactively engaging clients and prospects with a net worth of $50M and above in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios. You will also have the opportunity to educate financial advisors and members of the Advanced Planning Group in areas such as income tax and financial planning.
To be successful in this role, you should have at least 3 years of experience working at a financial, accounting, or law firm in a related field. An advanced degree or designation, such as JD, CPA, or Paralegal certificate/degree, is required. You should also have active Series 7 and 66 licenses, or be willing to obtain them upon hire.
In addition, you should have a strong understanding of basic estate planning documents, as well as more complex estate planning strategies. Experience with personal income, estate, gift, GST and trust tax disciplines, and advanced wealth transfer planning techniques is also preferred.
At **MEMBERS ONLY**SIGN UP NOW***., we value diversity and offer flexible working arrangements, including part-time, job-sharing, and hybrid (office and home) working. Our global reach and infrastructure allow us to connect, collaborate, and work together in agile ways to meet all our business needs.
We are an Equal Opportunity Employer, and we respect and empower each individual within our workforce. Join #team**MEMBERS ONLY**SIGN UP NOW***. and make an impact as an Associate Wealth Strategist.
