OneWell · 5 days ago
Wealth Strategist
Princeton, NJ
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expOneWell is seeking a Wealth Strategist to lead comprehensive financial planning for high-net-worth and ultra-high-net-worth families. The role involves integrating various aspects of clients' financial lives into a cohesive strategy and ensuring effective communication with clients.
Financial Services
Hiring Manager
Khalid Usmani
Responsibilities
Lead the creation and ongoing management of comprehensive financial plans covering retirement, education, insurance, liquidity, philanthropy, and cash flow
Perform advanced cash-flow modeling and scenario analysis for HNW and UHNW families
Conduct tax-aware planning, including timing and charitable optimization strategies
Identify estate and trust planning needs and coordinate with internal and external experts as required
Serve as a key point of contact for all financial planning matters, supporting the assigned advisor or relationship manager
Participate in and contribute to client and prospect meetings where financial planning is the focus
Ask insightful questions to uncover goals, concerns, and priorities
Present analyses and recommendations in a clear, actionable manner
Coordinate next steps and ensure timely follow-up on planning deliverables
Partner closely with the firm’s estate & trust attorney, CPAs, and insurance professionals to integrate advice across disciplines
Collaborate with the CIO and investment team to ensure alignment between planning strategies and investment portfolios
Maintain the firm’s planning technology and serve as the primary user of financial planning software (e.g., eMoney, MoneyGuidePro, or equivalent)
Help refine and systematize OneWell’s financial planning process to ensure scalability and consistency as the client base grows
Develop client-facing deliverables —presentations, reports, and planning materials that are polished, strategic, and easy to understand
Contribute to thought leadership by generating insights, articles, or presentations on wealth strategy and financial planning topics relevant to HNW and UHNW clients
Qualification
Required
5–12 years in financial planning or wealth management, ideally within an RIA, private bank, or planning-centric advisory firm
CFP® strongly preferred; CPA or equivalent tax background a plus
Demonstrated success in building and presenting comprehensive financial plans, using planning software as a primary tool
Analytical and detail-oriented, yet capable of simplifying complex topics for clients
Entrepreneurial, proactive, and collaborative—comfortable building processes from the ground up while thriving in a team-oriented culture
Company
OneWell
At OneWell, we serve values-driven institutions and families who view capital as a means to achieve meaningful outcomes.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase