What are the responsibilities and job description for the Senior Wealth Strategist position at Spidel Burnfin?
Our client is a large, wealth management firm looking to add an experienced T&E attorney as a Senior Wealth Strategist to their national Wealth Strategy team. Below are some basic details about the opportunity.
Job Responsibilities
This role will be part of a team focused on guiding the firm’s strategy in advising multi-generational families on the complexities of wealth management, including financial planning, estate structuring, and tax considerations. Responsibilities include, but are not limited to:
- Partnering with advisors and clients to deliver sophisticated estate planning and tailored strategies focused on capital preservation and asset protection.
- Analyzing estate plans and recommend strategies designed to enhance efficient wealth transfer across generations.
- Engaging directly with ultra-high-net-worth families and their advisory teams to review existing estate structures, evaluate transfer tax exposure, and assess unique family dynamics in order to identify planning opportunities.
- Coordinating with external legal, tax, and other professional advisors to develop and execute integrated planning solutions aligned with client objectives.
- Providing thought leadership both internally and externally through writing, speaking and training.