Senior Wealth Strategist jobs in United States
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TWM Executive Search · 4 weeks ago

Senior Wealth Strategist

positionNYC Metro Area
timeFull-time
remoteOnsite
senioritySenior Level
money$225K/yr - $250K/yr
date7+ years exp

TWM Executive Search is seeking a Senior Wealth Strategist to join their established Wealth Planning Team at a top-tier financial services firm in New York. The role involves serving as a subject matter expert for Financial Advisors on complex estate and charitable planning for high-net-worth clients and maintaining extensive client contact to integrate wealth planning into client relationships.

Staffing & Recruiting
Hiring Manager
Gary Teigman
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Responsibilities

Serve as subject matter expert for Financial Advisors on complex estate, gift and charitable planning for HNW/UHNW clients
Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions
Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors
Play a key role in integrating wealth planning as a core part of the client relationship

Qualification

Wealth planning experienceEstate planningCharitable planningBusiness succession planningMulti-generational planningClient relationship managementCollaboration with advisorsLegalTax consultation

Required

JD required
7+ years' wealth planning experience

Company

TWM Executive Search

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Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
dateFounded in 2024
location
Lawrence, NY, US
people-size2-10 employees
web-link
http://twmexecutivesearch.com

Funding

Current Stage
Early Stage
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