• Location: Boston MA
• Type: Perm
• Job #24238

Company Overview:
A family-owned RIA with approximately $4.5 billion in assets under management is seeking a Wealth Strategist to join their expanding team. The role involves developing wealth planning strategies and enhancing the client experience across their multi-state presence.

Job Responsibilities:

• Develop, consult on, and implement recommendations alongside attorneys & accountants for HNW/UHNW clients
• Collaborate with Wealth Managers on client engagement and new business opportunities
• Conduct in-depth analysis on existing estate planning strategies
• Partner with third-party advisors and vendor partners to develop new client offerings
• Assist in creating marketing content such as website articles, client materials, presentations, and webinars
• Keep current with regulatory changes and provide updates as a subject matter expert
• Attend client meetings to provide expert advice and support
• Represent the firm to external audiences regarding planning capabilities
• Help train new Wealth Managers on the Financial Planning offering
• Participate in special projects as necessary

Qualifications:

• Minimum of 7+ years of experience in financial planning, trust, tax & estate planning
• Bachelor’s Degree required
• CFP®, AEP®, J.D., LL.M, MST, CTFA, CPA or EA strongly preferred
• Expertise with Moneyguide Pro, eMoney, and Vanilla technologies preferred
• Experience in building out a financial planning offering for clients is a plus
• Leadership and management experience are a plus

Compensation:
Salary: $150,000 – $200,000, Plus Bonus