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Senior Wealth Strategist

Position ID: JMS/NYNYwealth
Location: New York NY

Senior Wealth Strategist

Our client is a leading Family Office with over $50 billion AUM and 100 years of history. They are partnered with one of the strongest major banks in North America by Bloomberg Markets magazine.

 

They are seeking a Senior Wealth Strategist to:

  • Be accountable for the strategic development and delivery of integrated wealth management plans/services to HNW clients, providing comprehensive estate and financial planning.
  • Provide fiduciary administration for individual trusts and foundations and assist with the review of estate planning and trust documents
  • Participate on the firm’s trust committee which is a group charged with reviewing the actions of the local trust committees regarding asset reviews in discretionary accounts and the actions of the trust discretionary committee.
  • Establish relationships with managers and clients in a consultative role, developing estate, tax, philanthropic programs to enhance the overall client experience
  • Preparation and analysis of financial planning and income tax projections
  • Research and review of fiduciary and tax issues

 

The desired candidate must possess:

  • Bachelor’s degree and Juris Doctorate
  • Attorney with 10-15+ years of estate planning experience
  • Expertise in estate planning, insurance planning, business succession planning, philanthropic planning and income tax planning
  • Expertise in trust and financial services industry with broad connections in the trust and estate legal community

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/NYNYwealth in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/NYNYwealth

 

NO CALLS PLEASE

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