Associate Wealth Strategist

Job description

Are you an experienced estate tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you?

We’re looking for someone like you who can:

• enhance the UHNW client acquisition and retention process by contributing sophisticated advice related to wealth transfer and philanthropic planning
• independently review estate planning documents (e.g., Wills, Living Trusts, and Irrevocable Trusts, documents governing family business entities) to create a current estate analysis, including estimated estate and income tax calculations
• assist with modeling wealth transfer and philanthropic strategies for clients
• perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues