PWM Wealth Strategist

What you’d do

Works with Private Wealth Advisors to bring in clients with net worth generally above $10MM and deepen existing relationships. Serves as subject matter expert in estate, income tax, protection, business succession, philanthropic and trust planning, coordinating with internal and external advisors. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• Typically 10+ years wealth planning with high/ultra-high net worth clients
• Broad knowledge of fiduciary, tax or estate planning
• Experience drafting or reviewing estate or business documents