What are the responsibilities and job description for the Senior Wealth Strategist position at TWM Executive Search?
Senior Wealth Strategist opportunity in New York to join established Wealth Planning Team at top-tier financial services firm.
- Serve as subject matter expert for Financial Advisors on complex estate, gift and charitable planning for HNW/UHNW clients
- Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions
- Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors
- Play a key role in integrating wealth planning as a core part of the client relationship
- JD required with 7 years’ wealth planning experience
Compensation includes $225,000 - $250,000 base bonus
Salary : $225,000 - $250,000