Private Wealth Management Wealth Strategist

What you’d do

Works with Private Wealth Advisors to bring in clients with net worth generally above $10MM and to deepen existing relationships. Serves as subject matter expert in estate and income tax planning, business succession, philanthropy, and trust and fiduciary advice. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• Typically 10+ years wealth management experience
• Experience with high/ultra-high net worth clients
• Estate and income tax planning expertise
• Proficiency with Microsoft Office applications