Senior Wealth Strategist Chicago / Cincinnati / Atlanta
Reference Number : HRJ7656
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
Location : Chicago, IL / Cincinnati, OH / Atlanta, GA
Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a Senior Wealth Strategist to serve as a technical resource for the firm in estate planning and will be a key member of the firm’s Family Office Services Group.
The ideal candidate has experience working with UHNW clients and has a strong background in estate planning. There will be a focus on multi-generational trust and GST planning, comprehensive financial planning, and tax mitigation strategies.
Key responsibilities and requirements include :
- Provides support for all matters related to estate planning
- Stays current with estate planning laws and technical developments and produces technical material and educational pieces / articles regarding estate planning
- Serves as estate planning technical resource in client / advisor meetings
- Minimum of 5 years relevant estate planning experience and tax experience a plus
- Advanced degrees and / or designations highly preferred (CFP, CPA, JD)
- Strong attention to detail, analytical skills and ability to work in a high stress, fast paced environment
Compensation :
Competitive salary and bonus opportunity along with strong benefits plan.
Location : Chicago, IL / Cincinnati, OH / Atlanta, GA
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Senior Wealth Strategist | Chicago/Cincinnati/Atlanta. Judson Group has partnered with a privately held wealth management firm with an excess of $10B AUM in the search for a. ...
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