Wealth Structuring Jobs

Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at iden...

Senior Financial Planning Strategist / Estate Planning SpecialistLocationHybrid role requiring a minimum of 4 days per week in office. Candidates should be based near one of the following hubs: Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; Berwyn, PA; or St. Petersburg, FL. Remote candidates are not being considered at this time.Compensat...

Key ResponsibilitiesManage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clientsOversee the administration of trust structures, ensuring compliance with regulatory and internal requirementsAct as the primary point of contact for clients, intermediaries, and a...

Key ResponsibilitiesManage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clientsOversee the administration of trust structures, ensuring compliance with regulatory and internal requirementsAct as the primary point of contact for clients, intermediaries, and a...

This new high-profile advisory role will partner closely with Relationship Managers to deliver sophisticated wealth planning solutions to UHNW and HNW clients across Asia.You will act as a technical specialist, supporting client acquisition, deepening existing relationships, and providing holistic advice across succession and wealth structuring mat...